| Document capture and coding |
AI OCR, line-level extraction, and automatic coding |
Document details entered or transferred manually |
Capabilities depend on the software and configuration |
| Reconciliation exceptions |
Matches bank feeds and routes exceptions to review |
Unmatched items tracked and followed up manually |
Matching and review processes vary by product |
| Expense approvals |
Receipt capture, policy-based routing, approvals, and posting |
Approvals and records coordinated outside the accounting ledger |
Expense workflow availability varies by product |
| Professional review |
Qualified accountant review and sign-off included in the workflow |
Requires a separate reviewer or service arrangement |
Depends on whether professional services are included |
| Financial visibility |
Real-time dashboards for margins, costs, cash, and forecasting |
Often assembled from manually maintained records |
Reporting features depend on configuration and workflow |