| Document intake | Email, photos, PDFs, scans, chat attachments, and bank data | Documents handled and entered manually | Customer operates the accounting workflow |
| Line-item detail | Product, SKU, quantity, unit price, tax, and line items where available | Dependent on manual entry | Depends on the customer’s process and setup |
| Exception handling | Unclear items routed for qualified professional review | Found through manual comparison | Customer manages exceptions |
| Traceability | Ledger entries remain linked to source documents | Depends on file organisation | Depends on user operation and configuration |
| Existing accounting platform | Can work alongside Xero and QuickBooks where appropriate | Separate manual process | Primary system the customer operates |