Audience
AI for Accountants and Bookkeepers
Same product, two different first questions. Pick the one that sounds like your day.
- Receipt & invoice OCR
- Field-by-field extraction
- Confidence scores
- Click-to-highlight provenance
- Document classification
- Duplicate detection
- Alias-aware vendor matching
- Bank feed sync
- AI transaction categorization
- Document-to-transaction matching
- Bank reconciliation
- Error & inconsistency detection
- Custom review thresholds
- Two-way accounting sync
- Client queries & document requests
- One-click financial reports
- Multi-client dashboard
- Approve or reject with a memo
- Append-only audit trail
- Per-client isolation
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
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
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