For Accountants
Stop drowning in admin. Automate the boring parts.
Bank categorization, client intake, close procedures, workpapers—with audit logs and controls you can defend.
Top use cases
Bank statement + receipt categorization
Automatically categorize transactions and match receipts into your accounting system.
Client intake that chases missing info
Parse intake submissions, extract key fields, and automatically follow up for missing documents.
Month-end close checklist automation
Automated reminders, status tracking, and task assignment for close procedures.
"Explain this variance" drafts
Generate variance explanations with cited source data from your GL and reports.
Workpaper generation
Auto-generate workpapers with linked audit trails from supporting documents.
How it works here
1. Audit
Map your workflows, identify time sinks, and prioritize automations with ROI estimates.
2. Sprint
Ship 1–3 automations with guardrails, monitoring, and rollback into your environment.
3. Operate
Keep it running, handle vendor changes, and add new automations as your practice evolves.
Typical starting point
Most firms start with a $2k–$5k audit and a $10k–$20k sprint.
See full pricing →Controls included
- Human approval before posting entries
- Identity-linked change logs
- Confidence thresholds for categorization
- Rollback switch for any automation
- Full audit trail for compliance