| Document recognition | AI receipt reading; varied inputs highlighted | Receipt capture or document workflows may be available | OCR and invoice, bill, or receipt matching may be available |
| Human review | Bookkeeper, certified accountant, and tax specialist review | Depends on the service arrangement | Depends on the provider and workflow |
| Reconciliation | Automated reconciliation with exception handling | Bank feeds and reconciliation features may be available | Transaction matching and reconciliation may be available |
| Reporting | Real-time P&L, balance sheet, cash flow, and forecasts | Reporting and cash-flow views may be available | Depends on the connected ledger and product scope |