How the work gets done.
Connect. Ingest. Code. Review. You approve every entry before it reaches Xero or QuickBooks.
- 01
Connect.
Xero or QuickBooks in 60 seconds, then Gmail or Outlook. No onboarding calls, no implementation fee.
- 02
Ingest.
Synced scans your inbox for bills and receipts, or takes forwarded emails and uploads. Every document is parsed with field-level confidence.
- 03
Code.
Agents learn your chart of accounts, tax codes and past decisions. They propose the account, tracking category and tax rate, and get sharper every week.
- 04
Review.
Each entry lands in your queue with its confidence score and source document. Approve, edit or reject. Only what you approve reaches your ledger.
What the agents actually do.
The plain answer.
LLM plus rules, not LLM alone.
Language models read messy documents and judge ambiguous coding. Rules handle the parts where the answer is already known.
Confidence you control.
Every decision carries a confidence score. High scores queue for one-click approval, low scores show their evidence.
It learns each supplier.
First time, it proposes a coding and flags its doubt. Second time, it applies your correction. Third time, it's right without asking.
A full audit log.
Extraction, coding, proposal, approval, sync: every action is logged with agent version, confidence and source document. Audit-ready from day one.
How supervision works.
Nothing posts to Xero or QuickBooks on its own. Every entry waits in your queue with its source document, confidence score and reasoning. You approve, edit or reject, and the agent learns from each call.
Exceptions rise to the top: first-time suppliers, unusual amounts, duplicate bills. The routine ones you approve in a batch, with one keystroke.
Your data stays yours.
Encrypted in transit and at rest. Isolated per tenant. Never used to train shared models. Export or delete at any time.