常见问题

购买前先看清楚。

What is Records Intelligence?

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.

Records Intelligence 是什么?

一个凭证优先的财务记录整理平台。它保存源文件、提取并标准化事实、匹配支持文件、标出不确定之处,并在批准导出前把记录分流到就绪或审核。

Does it replace my accountant or CPA?

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

它能取代我的会计师或注册会计师吗?

不能。它减少的是文件和数据整理的工作量。专业判断、会计政策、税务立场和必要的审批仍由合格的专业人士负责。

What files can I upload?

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.

我可以上传哪些文件?

银行和信用卡对账单、发票、收据、电子表格、图片、PDF、支票、存款凭证及其他会计凭证。不支持或无法读取的凭证会被保存并交给审核,而不是靠猜。

AI 会自动批准我的账务吗?

不会。AI 和确定性规则可以提出提取、匹配和分类的建议。重大不确定项和策略例外会进入审核,批准始终由您的流程控制。

Does AI automatically approve my accounting?

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.

Can it connect to Meridian Advisor and Veltro?

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

它能连接 Meridian Advisor 和 Veltro 吗?

本平台按需同意的集成方式设计。只有经授权并批准的信息才应流向下游;原始凭证不会自动共享。