AI for Accounting Firms & CFO Services

AI-native accounts payable platform that reads, codes, routes, and pays invoices autonomously, learning from your team's corrections.

• Template-free invoice ingestion and data extraction
• Autonomous GL coding and cost allocation with confidence scores
• No-touch processing for high-confidence invoices

AI bookkeeping assistant that categorizes transactions, catches coding errors, and automates client communication for firms on QuickBooks or Xero.

• Automatic transaction categorization that learns from corrections
• Error and inconsistency detection across the ledger
• Client portal that turns uncategorized items into plain-language questions

AI agents that execute bookkeeping and close workflows for accounting firms inside their existing ledgers, with accountant review.

• AI agents that perform categorization, reconciliations, and journal entries
• Operates inside existing ledgers such as QuickBooks Online and Xero
• Documentation of every agent action for accountant review