常見問題

購買前先給您清楚的答案。

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.

什麼是 Records Intelligence?

一個以憑證為本的財務記錄整理平台。它保存來源文件、擷取並標準化事實、配對佐證、揭露不確定之處,並在核准匯出前將記錄分流至「就緒」或「審核」。

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.

它會取代我的會計師嗎?

不會。它減少的是文件與資料整理的工作。專業判斷、會計政策、稅務立場及必要的核准仍由合格的專業人員負責。

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.

我可以上傳哪些檔案?

銀行與信用卡對帳單、發票、收據、試算表、圖片、PDF、支票、存款佐證及其他會計憑證。不支援或無法辨識的憑證會被保存並送交審核,而非憑空猜測。

AI 會自動核准我的帳務嗎?

不會。AI 與確定性規則可以提出擷取、配對與分類的建議。重大不確定性與政策例外會送交審核,核准權仍由您的工作流程掌控。

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.

它能與 Meridian Advisor 和 Veltro 串接嗎?

本平台專為須經同意的整合而設計。只有經授權且核准的資訊才應流向下游;原始憑證不會自動分享。