Bookkeeping on autopilot

Your invoices, receipts and bank lines, booked and reconciled automatically.

The pain point

Owners and bookkeepers spend hours each week keying in receipts and matching bank lines.

Weekly bank reconciliation time reported by Xero users

How the AI solves it

  1. InInvoices, receipts and bank lines
  2. AI first pass5 automated steps, each with a reason
  3. Your teamReviews only the exceptions
  4. OutUp-to-date books
From “Invoices, receipts and bank lines” to “Up-to-date books”: the AI does the first pass on every item and people review the exceptions.
  1. Reads invoices and receipts from email, upload or phone photo.
  2. Books each one to the right account and tax code.
  3. Matches bank lines to invoices, including split and partial payments.
  4. Posts confident matches automatically and queues the rest with a suggested answer.
  5. Learns from every correction.

What changes for your team

Bookkeeping on autopilot: today versus with AI
TodayWith AI
Receipts and invoicesKeyed in by handRead from email, upload or a phone photo
Bank reconciliationMatched line by lineMatched automatically, including partial payments
CorrectionsRepeated every monthLearned once and applied next time
  • Hours saved every week
  • Books that are always up to date
  • Fewer coding errors

In 30 minutes, let's find where you lose time and cash

In a free call I listen to how your finance work runs, we find the step that costs you the most time and cash, and I show you what a small, fixed-scope pilot on your own data would look like. You don't need to send any data for the call.

Book a free 30-minute call