Bank feeds
Every account, every morning, already in the books.
Read moreCruise Control
Categorisation that learns your books, not a generic model.
Clearer work, fewer loose ends
- Categorisation that learns your books, not a generic model.
- Your transactions arrive already sorted into the right categories.
- The more you correct it, the more it matches how you actually work.
Cruise Control
Categorisation that learns your books, not a generic model
Your transactions arrive already sorted into the right categories. The more you correct it, the more it matches how you actually work.
What your accountant sees
Five matching passes run before AI is asked anything: integration matching, your automation rules, similarity against how this client was historically coded, AR and AP matching, then transfer detection. AI handles only what is left. Choose auto review on high confidence, categorise but keep in the queue, or off, per client.
More in banking and reconciliation
Transaction accuracy rules
Set what reviewed has to mean before anyone can tick it.
Read moreBank reconciliation
Reconcile with the statement, not against it.
Read moreBank statement PDF import
Drop in a PDF statement, get clean transactions back.
Read moreAutomations
Build the rule once, never touch that transaction type again.
Read moreUniversal search
One search box across the whole workspace.
Read more