OCR & Ingestion
Upload PDFs, bank statements, and invoices. Our AI extracts data with high precision, handling complex layouts and handwriting.
- Multi-page PDF splitting
- Handwriting recognition
- Line-item extraction
AI Bookkeeping
Automatically categorize transactions based on vendor history and industry standards. Review only low-confidence items.
- Auto-categorization
- Vendor rules
- Confidence scores
Tax Engine
Prepare for tax season year-round. Calculate depreciation, handle 179/bonus elections, and map to tax forms.
- Depreciation schedules
- K-1 mapping
- Tax adjustments
Bank Reconciliation
Seamlessly match bank feeds against extracted documents. Identify missing receipts and discrepancies instantly.
- Auto-match
- Exception handling
- Bank vs GL view
Client Portal
A secure portal for your clients to upload documents, view reports, and communicate with your firm.
- Secure uploads
- Read-only financials
- White-label options
Enterprise Security
Your data is protected with bank-level encryption, role-based access controls, and regular backups.
- SOC2 Ready
- Data encryption
- Audit logs