AI-Agents for Bookkeepers in Data Import working with Microsoft Office 365
Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Convert Bank Statements
Turn emailed bank statements into CSVs with unclear entries flagged.
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
Turn statement lines into categorized entries ready for 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
Keep unreconciled charges out of the close CSV.
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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