Features
Daily bank feed categorization
Smart document matching (invoices/bills/receipts)
Missing document requests
Custom thresholds and rules (e.g., receipt over $50)
OCR for bills, invoices, and receipts
Client query tool (one-click transaction inquiry)
Two-way integrations with QBO, Xero, Zoho Books
Accounts payable workflow (bulk import/manage documents)
Month-end close inconsistency detection
ChatGPT for Email Inbox (email-to-task conversion)
Interactive reports generation
Chrome Extension (bulk reconcile in Xero, mark unknown in QBO)
Audit insights in QuickBooks and Xero
Performance dashboard (multi-client management)
Activity journal (comprehensive logging)
AI agents for end-to-end workflows (Excel Agents)
Automated data extraction from PDFs into Excel
Document matching and analysis
Evidence tracing and verification
Financial Statement Suite for automated procedures
Dashboard and reporting for audit analytics
SOC 2 compliant and encrypted
No training on customer data; prompts deleted after 24 hours
Integration with UpLink for document management
Role-based access (Team, Contributor, Manager, C-level)
Supports external audit, internal audit, tax, financial control, government audit, advisory
Time savings up to 85% in high-volume testing
Validation of 10K+ data points across source documents
90% faster document reviews
Form extraction and document version comparison
