Reconcile transactions. Investigate exceptions. Prepare the close. Put AI to work across your financial records—with the evidence and approvals your team needs.
SIGNED AGREEMENT$135 / unitRate schedule / Section B
DELIVERY RECORD60 units receivedSeptember / Fieldwork
EVIDENCE CONNECTED01 / 05
One invoice. The full picture.
Invoice, signed rate and delivery record brought into the same review.
3 source recordsRead-only intake
Source records are brought together without changing your ledger.PRODUCT WALKTHROUGH · EXAMPLE DATA
WHAT THE PLATFORM DOES
A finance team’s work doesn’t end at data entry. Neither should its AI.
An AI workspace that reads your financial documents together, prepares the routine work and investigates the exceptions—so your team can focus on review, judgment and decisions.
YOUR INPUTS
Invoices, contracts, bank records, ledger history and company policies.
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THE AI WORK
Extract, compare, reconcile, investigate and prepare.
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YOUR OUTPUTS
Review-ready entries, explained exceptions and source-linked reports.
KEEP YOUR LEDGERGET THE REASONING, NOT JUST THE RESULTAPPROVE WHAT HAPPENS NEXT
SPECIALIZED AI. ONE SHARED FINANCIAL CONTEXT.
Not one assistant. A coordinated way to get the work done.
Different financial tasks need different checks. Each workflow draws on the right records and policies, then hands over a concrete result—not another chat transcript.
SHARED CONTEXT, NOT SHARED CLIENT DATA.
Entity-specific rules. Versioned sources. A review boundary at every external action.
A COMPLETE LOOP, NOT ANOTHER TOOL TO MANAGE
From scattered records to a decision you can stand behind.
A structured path from the first document to an approved outcome. Evidence stays with the work, even when it moves between people.
Bring together the invoice, contract, purchase order and ledger history. Identify the entity, reporting period and policy that apply before proposing a treatment.
Check amounts, dates, terms and prior entries. Draft a proposed treatment where evidence supports it; isolate missing information and competing explanations where it doesn’t.
Invoice amount$24,000
Confirmed service period12 months
Monthly expense proposal$2,000
Annual prepaid balance and schedule prepared for review.
03 / REVIEW & CONTROL✓
Move forward. On your terms.
Inspect the source, adjust the proposal and record a decision. Export approved work or scope a controlled write-back. Never confuse a proposed action with a completed entry.
FC
Finance controllerReview the treatment and supporting records.
Approval required
AI prepares the work. Authorized people decide what happens next.
INSPECT THE INTELLIGENCE
Don’t take its word for it. Follow the evidence.
Choose a financial exception. Open the source records. See the proposed treatment and the checks a reviewer would make.
Explore the work by business need, the records it takes and the result your reviewer receives.
FROM DAILY WORK TO THE MONTH-END CLOSE
One operation. From intake to insight.
A connected accounting workflow, not another chat window. Choose the work you want to take off your team’s plate.
DON’T STOP AT WHAT HAPPENED
What if the money arrives late?
Explore the cash impact before it becomes a problem. Adjust an assumption; see the projection move.
ILLUSTRATIVE SCENARIO Not a prediction or financial advice.
CASH PLANNING / NEXT 30 DAYS
A little more visibility.
USD
Cash today$128,000
Projected closing cash$94,000
vs. baseline$0
Your scenario Baseline
✳
Starting cash: $128,000. Expected receipts: $72,000 ($24,000 on days 10, 20 and 30). Planned outflows: $106,000, spread evenly for this example. Payment delay shifts each receipt by the selected number of days. Additional spend is spread across the month. Receipts after day 30 are excluded, not written off. No model prediction is used.
DIFFERENT TEAMS. THE SAME NEED FOR CLARITY.
Built for the people accountable for the numbers.
CUSTOMER PERSPECTIVES
Less chasing. More clarity.
From the monthly close to client reviews, the difference is in the work your team no longer has to reconstruct.
“
Month-end used to involve a lot of back-and-forth between invoices, payment records, and our accounting system. Now most of that information is organized before we even start reviewing. It makes the whole process much easier to manage.
MR
Michael ReevesFinance Director · Westbridge Solutions
“
Having the documents, outstanding questions, and supporting details organized in one place has made a real difference in how our team works.
SM
Sarah MitchellManaging Partner · Harrison & Cole Accounting
“
What I appreciate most is that the platform doesn't just flag a number that looks wrong. It helps us understand where the difference came from and shows the documents behind it. That saves our team a lot of manual investigation.
DF
Daniel FosterVP of Finance · Northfield Operations Group
“
Being able to trace those changes back to transactions and supporting records has been especially useful for our finance reviews.
EC
Emily CarterCorporate Controller · Clearpoint Services Group
01 / 04
INTELLIGENCE NEEDS BOUNDARIES
AI does the digging. You make the call.
The right answer should come with its evidence, its uncertainty and a clear approval path.
↗
Trace it to the source.
Keep every finding linked to the invoice, clause or ledger entry behind it. Inspect what changed and why it was proposed.
⊞
Keep entities separate.
Design access and context around each entity. A policy from one client should never become a rule for another.
⊘
Know when to stop.
Missing evidence, conflicting documents or an approval limit should send work to a person—not trigger a guess.
✓
Review before write-back.
Proposed entries and external messages remain drafts until an authorized reviewer approves the action.
PROPOSED PRODUCT CONTROLS
FIT THE STACK. DON’T REPLACE IT.
Keep your systems. Connect the intelligence.
Start with the records you already have. Scope each connection around permissions, entity mappings and a clear review process.
Choose one entity and one repeatable workflow. Agree on records, accounting policies, data boundaries and the person responsible for review.
DELIVERABLE / Agreed workflow and evaluation set
02
Run alongside your team
Compare proposed results with reviewed outcomes. Track extraction accuracy, evidence coverage, exception quality and time spent reviewing.
DELIVERABLE / Evaluation report and open issues
03
Expand with control
Add document types, entities and approved connections. Establish exception handling and audit records before allowing external write-back.
DELIVERABLE / Approved rollout and operating controls
ROOM TO START. ROOM TO GROW.
Choose the scope. Keep the oversight.
Illustrative plans for shaping your pilot. Final scope and pricing are agreed before a service starts.
ESSENTIAL
Make the daily work lighter.
$299/ month
For a single-entity team ready to improve document review and reconciliation.
1 entity · 3 reviewers
Up to 1,000 documents / month
Capture, coding & duplicate checks
Source-linked review queue
CSV exports & review records
OPERATIONS DEEPER ANALYSIS
Connect the entire close.
$799/ month
For teams needing cross-document analysis and repeatable month-end workflows.
Up to 5 entities · 10 reviewers
Up to 5,000 documents / month
Contract checks & close preparation
Accrual & prepayment proposals
Variance briefs & cash scenarios
PRACTICE
More clients. One clear process.
Let’s scope it.
For accounting firms and larger teams with more complex operating requirements.
Client-scoped workspaces
Portfolio review & exception triage
Custom volumes & permission needs
Connection & rollout planning
Dedicated implementation scope
All amounts in USD. Proposed pricing, not a checkout offer. Complex-document limits, overages and implementation costs require a written agreement.
GOOD QUESTIONS
Before you hand over the busywork.
Is this a replacement for our accounting system?+
No. The proposed platform is an intelligence and review layer around your existing records. Start with source documents and exports; configure approved write-back only when the connection and controls are ready.
What makes it more than invoice OCR?+
OCR extracts what is on a document. The AI workflow compares that information with contracts, prior transactions and accounting rules, investigates discrepancies and prepares a source-linked recommendation.
Does AI post entries or move money on its own?+
Not in this experience. All examples are prepared locally, and nothing is connected to a bank or ledger. The proposed product keeps posting, payment and external communication behind explicit permissions and approval.
How would we start a pilot?+
Choose one entity, one repeatable workflow and a representative document set. Agree on reviewer ownership and measure field accuracy, exception quality, evidence coverage and review time before expanding.
What happens when information is missing?+
The workflow should show the gap, keep the item open and prepare a specific follow-up question. An unsupported answer is not a completed accounting task.
Are the examples and prices real customer results?+
No. The companies, records and scenarios are illustrative, and the plans are proposed. There are no invented customer endorsements or claimed performance results on this site.
START WITH ONE BETTER WORKFLOW
A clearer close. Starts here.
Choose the work that slows your team down. Build a focused pilot scope with clear inputs, measurable outputs and a human review path.