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AI-Agents for Accounting 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

Prepare bank transactions for import and flag entries needing review.

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 with7 tools
Analyze Bank Statements

Create categorized transaction records and flag balance differences.

Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.

Works with5 tools
Export Close Transactions

Export reconciled ledger rows and list close exceptions.

Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.

Works with4 tools
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