Step 1
Collect and structure records
Bring in agreed invoices, receipts, expense submissions, PDFs, photos, and bank data for each entity or operating unit.
What you see: records organized for processing by the configured structure.
Step 2
Code, match, and flag
AI extracts available details, prepares coding, proposes matches, and flags uncertain or incomplete items for attention.
What you see: proposed records and an exception-focused review workflow.
Step 3
Review, close, and report
Accounting professionals review relevant exceptions and prepare agreed close and reporting outputs for the configured entities.
What you see: entity and group views linked to supporting records.