Features
Automated accrual journal entries
Pre-paid and deferral schedule management
ERP integrations (NetSuite, Sage Intacct, etc.)
Collaborative review and approval workflows
Audit trail and version history
Real-time dashboard and reporting
Error detection and validation rules
Month-end close checklist
Template-based journal entry creation
Integration with accounting ERPs
API access for custom integrations
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
