Close the Books Faster, With Fewer Errors
Let AI handle the matching, posting, and checking — so your bookkeepers focus on client relationships
Automated Reconciliation
Match bank transactions to invoices and receipts automatically. Catch discrepancies in real time instead of month-end surprises.
60% Time Savings
Eliminate repetitive bookkeeping tasks. Let AI handle matching, categorizing, and posting so your team works on higher-value services.
Anomaly Detection
AI flags unusual transactions, duplicate entries, and pattern deviations before they turn into costly errors.
Intelligent Reconciliation Dashboard
See every bank account, every client, and every unmatched item in one place. The AI does the matching; you do the approving.
- Recurring Journal Entries
Set up recurring entries once. The AI posts them on schedule and adjusts for period-specific variations automatically.
- Invoice Matching
Automatically match incoming payments to outstanding invoices across multiple clients and bank accounts.
- Multi-Entity Support
Manage bookkeeping across multiple entities, subsidiaries, and bank accounts from a single dashboard.
- Real-Time Reporting
Financial summaries update as transactions are processed — no waiting for month-end close to see where things stand.
Reconciliation — Chase Business Checking
142
Matched
7
Needs Review
2
Anomalies
Payment from Client ABC Corp
Invoice #1087
+$4,500.00
ACH Transfer - Payroll
Recurring Entry
-$12,340.00
Wire Transfer - Unknown
No match found
+$8,200.00
Who It's For
Trusted by bookkeeping professionals who need accuracy at scale
Bookkeeping Firms
Handle more clients per bookkeeper with automated reconciliation and posting.
CPA Practices
Keep client books audit-ready year-round with continuous reconciliation.
Small Businesses
Maintain accurate books without dedicated accounting staff.
Property Management
Reconcile rent rolls, maintenance expenses, and owner distributions across properties.
Anomaly Alerts — All Clients
Duplicate vendor payment detected
$3,200.00
Transaction 4x above average
$18,500.00
Unrecognized vendor — first transaction
$950.00
AI scanned 1,247 transactions across 18 clients today
Catch Problems Before They Compound
The AI continuously monitors transaction patterns and flags anomalies in real time — duplicate payments, unusual amounts, unrecognized vendors, and more.
Each alert includes context and a suggested action, so your team can resolve issues in seconds instead of discovering them at month-end.
Frequently Asked Questions
How does automated bank reconciliation work?
The system connects to your bank feeds and automatically matches each transaction against invoices, receipts, and expected entries in your books. Matched items are auto-posted; unmatched items go to a review queue with AI-suggested matches.
What happens when the AI can't match a transaction?
Unmatched transactions are placed in a review queue with AI-suggested categories and potential matches ranked by confidence. Your team reviews and approves them with one click, and the AI learns from each correction.
Can it handle accrual-basis and cash-basis bookkeeping?
Yes. The system supports both accrual and cash basis accounting methods. You can configure the method per client or per entity, and the AI adjusts its matching and posting logic accordingly.
Does it replace my accounting software?
No. It works alongside your existing accounting software — QuickBooks, Xero, Sage, or others. The AI automates the data entry and reconciliation steps, then posts the results to your platform of choice.
How does anomaly detection work?
The AI learns normal transaction patterns for each client — typical amounts, frequency, vendors, and categories. When something deviates significantly (e.g., a duplicate payment, an unusually large transaction, or an unexpected vendor), it flags the item for review.