Accounting Chatbot
Ask a question about your books and get a clear answer with evidence — see what changed, what needs review, and what to do next, without digging through screens.
AI Accounting Assistant
Think of it as a conversational layer over your bookkeeping workflow: ask in plain English, see the supporting record, and move the item forward with confidence.
The assistant doesn’t replace your process — it shortens the path from question to review. Instead of copying numbers into messages or hunting for the right screen, you ask once and get an answer that stays anchored to the underlying records.
This matters most when teams are split across tools (docs, chats, inboxes). The goal is simple: keep questions tied to the record that needs attention, so decisions don’t get lost in chat history.
Understand categorizations, matches, and changes with context — so you can approve or correct quickly.
Ask for statuses, exceptions, missing items, or what’s blocking progress — and get a clear next step your team can act on.
Answers should be easy to trust. That’s why the assistant is designed to stay evidence‑first: it can point you to the supporting item (transaction, document, note, or change history) and keep the “what happened” and “what to do next” connected.
In practice, this reduces back‑and‑forth between owners, bookkeepers, and CPAs. When a question comes up, you don’t need a separate thread in WhatsApp or a long email chain — the clarification stays tied to the record that needs review.
Ask questions in web chat, send invoices and receipts in WhatsApp, or forward email attachments from a shared inbox — and keep everything linked to the right record (and routed to review when something is unclear).
Ask what changed, what’s waiting on approval, or why something was categorized this way — and get an evidence‑linked answer and a next step.
Send invoices and receipts, or reply to a quick clarification — so the document lands in the system and stays attached to the right vendor, transaction, or invoice.
Forward invoices and receipts from a shared inbox and keep intake consistent. Attach documents to the right record and route unclear items to review instead of guessing.
Multi‑channel support isn’t convenience alone — it’s consistency. Whether a question comes through web chat, a document arrives in WhatsApp, or an attachment is forwarded from email, it gets tied to the right record and becomes a structured review step — not another message to chase later.
These are the questions teams ask when they want fast answers — and a clear next step for review.
“What needs my approval today?” “Show unresolved exceptions.” “What’s missing context?”
“Summarize spend by vendor this month.” “Which categories moved the most?” “Link me to the supporting transactions.”
“Which transactions are missing receipts?” “Request the missing document.” “Attach it to the right transaction for review.”
“Why was this categorized this way?” “Who approved this change?” “Show the supporting evidence.”
“Ask for a missing receipt.” “Send one follow‑up question.” “Mark the item resolved when the document arrives.”
“What’s left before we can close?” “List items waiting on approvals.” “Show the exceptions that could delay close.”
The goal is business impact, not novelty: fewer interruptions, fewer “where did this number come from?” moments, and less end‑of‑month scrambling for missing documents.
Start with an assistant designed for reviewable workflows: clear answers, traceable context, and practical next steps.