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)
Real-time inventory tracking across multiple locations
Auto purchasing with landed cost calculation
Vendor management (cost, lead time, part numbers)
Bill of Materials (BOM) management
Manufacture and work order management
Material Resource Planning (MRP)
Time tracking and labor costing
Kitting and bundling products
Ecommerce integration with pricing rules
Order fulfillment (pick & pack, transfers, RMAs)
Third-party logistics (3PL) support
AI analytics with Athena assistant
Integrated payment processing (Fishbowl Payments)
Custom reports and shipping integration
