The AI kit for Accountants

Reads your statements and ratios, then explains what changed, like why gross margin fell 3 points this quarter.

Builds cash forecasts and receivable schedules, for example a 13-week projection showing a July cash shortfall.

Prepares and reviews statements for GAAP or IFRS, such as a consolidated balance sheet with the required disclosures.

Categorizes and reconciles expenses from receipts and statements, like sorting 400 card charges into clean GL codes.

Like "Analyze Budget-To-Actual Variances"

Like "Forecast Cash Flow"

Like "Analyze International Tax Changes"

Like "Assumptions Identification for Budgeting"

Every receipt matched to the right invoices, with exceptions clearly explained.

Every revenue schedule assumption is linked to signed, dated evidence.

Intercompany balances agree, with every difference explained.

Forecast updates that are correct and explained.

Lets your AI look up and create Xero invoices, contacts, payments and reports for you.

Let your AI search your Box files, answer questions about them, and pull out details for you.

Let your AI import CSV or Excel accounting files into QuickBooks Online or Xero for you.

Let your AI assistant open and work inside real Microsoft Excel on your Windows PC.

ReconXi streamlines financial reconciliation by automatically aligning bank statements with company ledgers. Upload CSV files to identify discrepancies swiftly,

Docsumo leverages AI and OCR to automate data extraction from unstructured documents like invoices and contracts. It enhances efficiency and accuracy while redu

Koncile uses AI OCR to transform PDFs and images into structured, actionable data, streamlining processing of invoices, POs, tables, contracts, and more for imp

Clemta Intelligence automates bookkeeping, tax preparation, and financial reporting, helping businesses save time and reduce errors so you can focus on growth a

Build this to cut manual receipt entry while keeping a reviewable record of every extracted field for audit.

Build this to move invoices into spreadsheets with a traceable path from source document to exported row.

Build this to shorten the path from question to reviewed report, with every figure linked to its source.

Build this to collect engagement details from clients in one form, so nothing is missing at kickoff.

Audits expense folders: reconciles receipts to statements, flags issues, and reports.

Sweeps your folders for tax documents and builds a CPA-ready package with a chase list.

Reads messy invoice files, renames them consistently, and sorts them into tax-ready folders.

Configure Odoo Accounting: chart of accounts, taxes, fiscal positions, payment terms, and reconciliation.