Review invoice details, record completed receipts and payments, and post vouchers to update the ledgers. Review income, expenses and cash by month, then trace a figure to its details or ask AI to find a record.
Invoices, bank activity, vouchers, ledgers and management BI connect through the same company records. Finance teams handle the books while business owners review income, expenses and cash by period.
Tell the AI assistant which business record, balance or voucher to find. It can also carry out supported everyday tasks from your instructions.
Upload PDF, XML, OFD or image files. Review the captured invoice details, then link the original file to its business record and voucher.
Import Excel or CSV statements and record receipts and payments that have already taken place. Reconcile bank activity, settle receivables and payables, and review open balances by their separate records.
Review income, expenses, cash and open items by period. When a figure needs checking, open the related ledger detail and voucher.
Invoice capture reads the document. Finance staff review the details and confirm accounting entries.
Organize invoices and bank activity, review vouchers against the business, then post them to update the ledgers. Owners can review period results, and finance teams can trace them to the details, vouchers and source files.
Explore invoice records, vouchers, funds and open items, ledgers and management BI, plus payroll, fixed assets, inventory, tax records and period-end close. Each page explains the workflow and review points.
Review account balances and activity, see monthly income, expenses and cash in management BI, then trace a figure to its ledger and voucher.
Import bank activity, record completed receipts and payments, and review reconciliation, open balances and aging separately.
Enter journal lines from actual business activity, review and post them, then reverse a posted voucher when a correction is needed.
Review captured invoice details, then link invoices, bank receipts and contracts to the related business records and vouchers.
Organize tax data and calculations by tax type and period, with business and accounting sources available for review. Businesses submit returns and pay taxes themselves.
Run monthly profit and loss close or annual profit close from one place, using the remaining balance to calculate the amount.
Keep payroll, deductions and paid amounts by employee and month, with allocation and voucher workflows for accounting. Salary payments remain with the business.
Maintain fixed-asset records and depreciation plans, calculate period depreciation with the selected method, then post reviewed entries through vouchers.
Record opening stock, movements, returns and counts, then calculate month-end cost using weighted average or FIFO before posting.
Keep accounting tied to real business records, from invoices and bank activity through vouchers and management reports. Trace a receipt or payment back to its voucher and source file.
Describe the business record, balance or voucher you need in everyday language. AI can also carry out supported tasks from your instructions.
Review income, expenses and cash by period. Open the related ledger details and vouchers when a figure needs checking.
Organize invoices, bank receipts and other source files with their business records and vouchers, so they are easier to find during review.
Invoices, bank activity, vouchers, ledgers and management BI work from the same finance workspace. Sign in to get started.
