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Finance Automation

Automate Document Review for Finance

Save hours every week on document review. Automate the repetitive work so you can focus on your finance business.

-80%
Review time
vs manual review
100+/day
Documents processed
per agent
98%
Accuracy
key information extraction

Why finance professionals struggle with document review

Manual document review is time-consuming

Finance professionals spend hours on document review that could be automated. That's time away from high-value work.

Inconsistent results

Without automation, document review quality varies based on who's doing it and how busy they are.

Scaling is impossible

You can't grow your finance business if you're stuck doing document review manually.

How to automate document review without the manual work

  • Works with the tools you already use: QuickBooks, Xero, NetSuite
  • Set up in 15 minutes, not days
  • Runs 24/7 without supervision
  • Handles the routine work so you can focus on finance-specific expertise

Automation that works while you focus on finance

How it works

Set up in 15 minutes. No coding required.

1

Connect your tools

Link your QuickBooks and other tools in a few clicks. No coding required.

2

Set your preferences

Tell us how you want to automate document review. Use plain English, not complicated rules.

3

Let it run

Your document review automates automatically, 24/7. You get notified when something needs your attention.

Frequently asked questions

Everything you need to know about document review automation

Ready to automate document review automatically?

Join thousands of finance professionals who save hours every week.

No credit card required. 100 free actions.