AI-Powered Productivity for Chartered Accountants

Automate Document Collection & Bank Statement Analysis with AI. Spend less time chasing papers — and more time growing your firm.

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Financial Management Infographic

Key Features

Everything you need to automate client document management.

Smart Document Collection

Connect email & WhatsApp to fetch client files automatically.

AI Document Finder

AI finds, categorizes, sorts, and links documents to the right client.

Bank Statement Analysis

Analyze client bank statements in minutes, not hours.

Summary Reports

Instantly generate reports ready for client meetings.

How It Works

Simple process, powerful results in just three steps

Add Clients

Step 1

You Add Clients

AI Processes

Step 2

AI Finds And Processes Everything

Download Reports

Step 3

You Download Reports

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