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BOOKKEEPERS

For bookkeepers

The slow part of the job is not deciding whether an invoice is right. It is typing it in, and then hunting through a PDF to confirm what you typed.

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

The queue arrives prepared

Fields are already filled in, each one carries a confidence score, and each one is a single click from the place on the document it was read from.

Your job is to check and approve, not to re-enter what the document already says.

You review what is flagged

A low score is surfaced where you will see it. The settled values do not ask for your attention, so it goes to the few that need it.

You set the thresholds. What needs a human at your firm is your call, not a vendor default.

Judgement stays yours

Nothing skips the review step. Every document reaches you before anything is final, regardless of how confident the extraction was.

Approve or reject with a memo — the decision is what makes it final, and it is recorded as yours.

Your platform does not change

QuickBooks Online, Xero or Zoho Books stays the system of record. There is nothing to migrate and no second ledger to keep in step.

You are adding a first pass, not learning a new place to keep books.