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

Read invoices, pull contract terms, log expenses. 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
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
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