Use Cases for Every Accounting Professional

Handle multiple clients, complex financial documents, and tax preparation with AI-powered automation.

Streamline your bookkeeping practice with automated bank statement processing and categorization.

Affordable solution for independent contractors to track income, expenses, and prepare for tax time.

Simple, powerful tools for business owners managing their own books without a dedicated accountant.

Extract year-end transactions quickly and accurately for tax return preparation.

Organize financial data for tax filing with automated extraction and categorization.

Manage multiple client accounts efficiently with batch processing and organized workflows.

Prepare for audits with organized conversion history and accurate financial records.

Automatically categorize and track business expenses from bank statements.