Solution · Bookkeeping
AI bookkeeping software for accountants
Client books that arrive as a mess of bank feeds and receipts, categorized against the chart of accounts overnight — with the exceptions, duplicates, and anomalies queued for a human review pass.
Review, don't retype
Every imported transaction gets a suggested account, class, and vendor with a confidence score. High-confidence matches post under your rules; the rest land in a review queue you can filter by vendor, customer, amount, or description and clear with bulk actions and keyboard shortcuts.
- Rules engine that learns firm-specific and client-specific categorization.
- Money-in / money-out filters and multi-select bulk edit on the bank feed.
- Split transactions, receipt attachments, and duplicate detection.
- Per-transaction audit trail popover showing every change and who made it.
Anomaly detection before the reviewer sees it
A nightly sweep of the trial balance surfaces sign flips, out-of-period postings, duplicate entries, and unusual variances against prior period. Catching a misclassification at intake costs minutes; catching it at review costs a rework cycle.
A chart of accounts that stays clean
Automatic account numbering prevents duplicate codes, sub-accounts keep the hierarchy readable, and fixed-asset additions create their own asset and accumulated depreciation accounts with the acquisition entry already posted.
Frequently asked questions
- How accurate is AI transaction categorization?
- Accuracy climbs as the rules engine learns each client's vendors and patterns. In practice the first month is largely review, and by the third month most firms only touch exceptions flagged below the confidence threshold.
- Can I still edit or reverse an entry after it posts?
- Yes. Posted journal entries can be edited in place, reversed, or voided, and every change is written to a journal entry change log with user and timestamp.
- Is client financial data safe with AI features?
- Data stays scoped by engagement-level permissions, AI output is always presented for human approval, and every AI-assisted change is recorded in the audit trail.
See it in your own practice
Upload a sample bank statement on the call and watch it categorize, reconcile, and land in a review queue.