Clear answers before you buy.

An evidence-first financial records preparation platform. It preserves source documents, extracts and normalizes facts, matches support, exposes uncertainty, and routes records to READY or REVIEW before approved export.

An evidence-first financial records preparation platform. It preserves source documents, extracts and normalizes facts, matches support, exposes uncertainty, and routes records to READY or REVIEW before approved export.

No. It reduces document and data-preparation work. Professional judgment, accounting policy, tax positions and required approvals remain with qualified professionals.

No. It reduces document and data-preparation work. Professional judgment, accounting policy, tax positions and required approvals remain with qualified professionals.

Bank and card statements, invoices, receipts, spreadsheets, images, PDFs, checks, deposit support and other accounting evidence. Unsupported or unreadable evidence is preserved and routed for review rather than guessed.

Bank and card statements, invoices, receipts, spreadsheets, images, PDFs, checks, deposit support and other accounting evidence. Unsupported or unreadable evidence is preserved and routed for review rather than guessed.

No. AI and deterministic rules can propose extraction, matching and classification. Material uncertainty and policy exceptions go to review, and approval remains controlled by your workflow.

No. AI and deterministic rules can propose extraction, matching and classification. Material uncertainty and policy exceptions go to review, and approval remains controlled by your workflow.

The platform is designed for consent-gated integration. Only authorized, approved information should flow downstream; raw evidence is not automatically shared.

The platform is designed for consent-gated integration. Only authorized, approved information should flow downstream; raw evidence is not automatically shared.