One AI pipeline for every client’s books.
Each client is an entity. Their statements go through the same batched categorization, the same review queue, the same closing checklist — so one senior reviewer scales across the client list.
The way it usually goes
- Staff hours burned on first-pass data entry, client after client
- Every preparer doing it slightly differently — quality drifts
- Document collection scattered across inboxes and portals
- Reviewers re-deriving context before they can trust an entry
- Close status invisible until a client asks where their financials are
What a firm pipeline looks like
A three-partner firm can put every client’s statements through the same pipeline: portals collect documents, batch runs code them overnight, one senior clears the review queues in the morning, and each close follows the same blocker-enforced checklist. Growth means adding entities — not another round of manual first passes. (An illustration, not a customer case study.)
Shipped features, not promises
Everything below is in the product today — try all of it in the free trial.
Batched categorization + review queue
The AI does the first pass for every client; your reviewer clears one consolidated queue with the AI’s reasoning attached.
Client portal
Clients upload statements and documents to their own portal — collection stops being a partner-level chore.
Per-client close checklists
Standardize month-end: the same checklist per client, with hard blockers no one can skip.
Documents Pro
Loan statements, closing packages, and sales reports come back as balanced draft JEs. Professional and up.
Tax engine & workpapers
Tax insights and workpapers read the actual ledger, year-round — not rebuilt in a spreadsheet each spring. Professional and up.
Multi-user roles
Staff, reviewers, and clients each see what they should — and every AI action is logged for review.