| Document processing |
AI extraction and classification suggestions |
People enter and organize source details |
Automation depends on the software and setup |
| Exceptions and matching |
Matching workflow with exception flags and review |
Issues are investigated through the team's process |
Automated matching varies; review may be separate |
| Professional accounting review |
Accountant review for judgment-sensitive matters within agreed scope |
Depends on the bookkeeper or accountant arrangement |
May require a separate accounting service |
| Multiple outlets or entities |
Designed to support multi-outlet and multi-entity workflows |
Can require coordination across records and teams |
Capabilities depend on the product configuration |
| Existing accounting systems |
Can work alongside systems such as Xero and QuickBooks; confirm connection details |
Processes vary with the team's tools |
Integration and migration support vary by provider |