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AI-Agents for Accounting in Document Conversion working with Microsoft Office 365

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 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
Send Spreadsheet CSV

Email requested spreadsheet tabs as CSVs for accounting reviews.

Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.

Works with5 tools
Merge PDF Documents

Combine submitted invoice PDFs into one file for review.

Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.

Works with6 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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AI-Agents for Document Conversion working with Microsoft Office 365 47 Agents AI-Agents for Accounting working with Microsoft Office 365 12 Agents AI-Agents for Accounting in Document Conversion 8 Agents