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 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.
