AI-Agents for Accountants in Document Conversion working with Google Contacts
Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Convert Bank Statements
Prepare transaction CSVs with balance differences called out.
Get an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.
Works with
7 tools
7 tools
Analyze Bank Statements
Categorize bank transactions and flag balances that need review.
Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.
Works with
5 tools
5 tools
Export Close Transactions
Export reconciled transactions and flag rows needing review.
Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.
Works with
4 tools
4 tools
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