Features
Process mining to codify tribal knowledge
Composable process definitions with reusable components
Versioned process snapshots for rollback and diff isolation
Role-based access control (RBAC)
Forensic audit logs for every execution run
Horizontal scaling for high-volume workflows
Integration with spreadsheets, APIs, and on-premise databases
On-demand or scheduled process execution
Multi-stage classification, extraction, and validation
Built-in escalation to human operators for exceptions
Real-time process run monitoring
Task-level output schema and actions
Forward-deployed engineering support
System of record for operational data
AI-powered transaction categorization with 97% accuracy
Automated bank reconciliation (Auto Bank Rec)
Journal Entry Automation (JE Automation)
Close Tracker for month-end management
Smart Connect for data import
Transaction Manager with review workflows
Document Work module for attachments
Activity Hub for collaborative review
Bot Review for flagged items
Password Manager for secure credential storage
Transaction Insights for anomaly detection
Autonomous month-end review with anomaly detection
Self-guided onboarding and Botkeeper University
Standard support with flexible upgrades