Smart transaction categorization
AI learns each client's chart of accounts and categorization patterns. New transactions get auto-categorized with 95%+ accuracy. You review exceptions instead of categorizing everything.
Manage twice the clients without twice the hours
You spend hours categorizing transactions and chasing clients for receipts. We build AI that auto-categorizes bank feeds, sends receipt reminders, and flags unusual transactions — connected to QBO, Xero, or your accounting stack.
What You Get
AI that automates the repetitive so you do the valuable
Receipt and document chase
Missing receipt? AI sends the client a friendly reminder with the specific transaction details. Tracks what's outstanding and escalates — so you stop being the bad guy who nags.
Anomaly detection
Duplicate payments, unusual vendor amounts, and category inconsistencies — AI flags potential errors before they compound into messy reconciliations.
Your time is worth more than data entry
Free 30-minute call. We'll look at your current client workflow and show you where AI saves you 10+ hours per week.