1Company Workspace & Reusable Knowledge
Each company gets a dedicated workspace for its data, files, reporting periods and activity. Store company-specific accounting policies, mappings, classifications, reporting rules and instructions for agents to reuse.
2Reporting Agents
Use specialized agents for Accounting, Financial, Management and Custom Reporting. Agents work with company data, execute workflows, investigate exceptions and prepare reports for review.
3Multiple Report Types
Generate different reports from the same underlying company data, including accounting reports, financial analysis, management reports and company-specific reports.
4Data Extraction
Extract structured information from invoices, receipts, statements, spreadsheets, PDFs and other business documents as part of reporting workflows.
5Data & File Storage
Keep source files, extracted data, generated reports and supporting evidence organized within the client workspace.
6Validation, Reconciliation & Exception Checks
Perform calculations, balance checks, reconciliations, mapping validations and exception detection before reports reach human review.
7Agent Chat & Investigation
Ask questions about company data, reports, transactions, exceptions and source documents. Investigate the underlying information without requiring a new report generation.
8Source Traceability
Trace report values through calculations and mappings to the underlying transactions, records and source documents. Every number has a source.
9Human Review & Approval
Agents prepare reports and surface exceptions while your team remains in control of review and approval.
10Team Collaboration
Up to 5 team members are included. Work with client data, agents, reports and review workflows from the same environment.
11Report History
Keep previously generated reports and reporting periods available for future review, comparison and investigation.
12Integrations
Connect supported enterprise sources such as Google Drive, OneDrive, SharePoint, accounting systems, databases, APIs and other business applications.
13Report Download & Export
Download and export supported reports in formats such as Excel, PDF and XML, depending on the report type.
1450+ Languages
Work with source information and generate supported reporting outputs in 50+ languages, subject to the selected workflow and report type.