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AI Bookkeeper
How it worksGet in touch

Audience

Who it's for

Same product, two different first questions. Pick the one that sounds like your day.

FIRMS

For accounting firms

Many clients, isolated from each other, with review and reporting across all of them.

  • Multi-client dashboard
  • Per-client isolation
  • Client queries & document requests
  • One-click financial reports
Read more
Clients — all engagements
Harbor & Fitch LLP3 to review
Cascade Print WorksReady to close
Meridian Facilities2 missing docs

Each client is its own organization, not a filtered view of one pool.

BOOKKEEPERS

For bookkeepers

The queue arrives filled in and scored. You check and approve instead of retyping.

  • Confidence scores
  • Custom review thresholds
  • Approve or reject with a memo
Read more
Harbor & Fitch LLP — review queue
Cascade Print Works$312.0097%
Foster & Vale Coffee$46.8094%
Meridian Facilities$2,940.0099%

Logged to audit trail · Jane Okafor · 14 Jul, 16:04