What happens when a document arrives
Follow an invoice from your client's inbox to your books.
Documents arrive on their own terms
Clients send invoices however they want. Your AI agent collects them all in one place.
Your agent reads every line item
OCR, classification, and account coding happen in seconds. The agent explains its reasoning for every decision.
You decide how much autonomy your agent gets
Every firm is different. Set the trust level per client and adjust it as your agent learns.
Agent auto-publishes routine documents above 90% confidence. Flags exceptions and new vendors for human review.
Corrections make your agent smarter
When you fix an agent suggestion, it learns the pattern. Next time, the same type of item is coded correctly.
Missing documents? Your agent follows up.
No more manual reminder emails. The agent chases missing receipts across channels until the client responds.
Month-end in 30 minutes, not 6 hours
Your close package is pre-built. Review the checklist, approve, and publish to your accounting system.
Every document has a journey.
Let AI handle it.
Join the firms replacing manual document work with AI that learns.