AI-Agents for Bookkeepers in Evidence Gathering
Attach invoices, collect vendor forms, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Prepare supplier bills for review with invoice and order differences.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
10 toolsHold a client's bill review when a corrected invoice arrives.
Your bill review stays on hold when a supplier sends a corrected invoice, with both versions and the earlier decision linked for your reviewer.
6 toolsRequest missing invoice records before client bills move forward.
Your requester knows exactly what to add, and your approver can see why the bill is waiting.
22 toolsAttach supplier invoice files to bills awaiting approval.
Your bill reviewers can open the supplier's original invoice from the pending bill, even when the file arrives later.
4 toolsAttach source invoices and note mismatches on bills you enter.
Your bill reviewers get the supplier invoice and any mismatches together before they decide what to approve.
Mark partial bills that exceed what is still open on the order.
See whether a supplier's latest bill fits what's left on the purchase order, with any overage spelled out for AP review.
