Accounting operations, handled.
Two-phase sync, multimodal receipt reading, HIGH-only auto-approve, and atomic bill matching. All inside your existing QBO workflow.
From bank feed to clean ledger, automatically.
Two-phase sync ingests your transactions the moment they land. Batched AI categorization handles up to 20 rows at a time with full context — payment type, memo, date, and account. Only HIGH-confidence results auto-commit. Everything else waits for you.
Two-Phase Smart Sync
Instant blocking sync goes live immediately. Background backfill pulls up to 1,000 historical Purchases and Deposits with a real-time progress pill.
Batched AI Categorization
Up to 20 transactions per request, enriched with payment type, bank account, memo, and date for higher accuracy.
HIGH-Only Auto-Approve
Only HIGH-confidence decisions are auto-committed. MEDIUM and LOW stay PENDING with stored suggestions for human review.
Bill and Invoice Matching
API-driven BillPayment and Receive Payment creation via QBO REST. Suspense entries deleted atomically after creation.
Self-improving AI that never guesses silently.
Every failure degrades gracefully to PENDING. Every vendor you approve trains the next run. Receipts are read visually. And any submission can be fully rewound by date range with a complete audit trail.
Full Submission Rewind
Undo any submission with date-range filtering. Rewinds to Suspense or reverses match-created Payments with full provenance tracking.
Self-Improving Vendor Rules
Historical transactions seed vendor-to-account rules. Recurring vendors bypass AI entirely on future imports.
Receipt Visual Intelligence
QBO receipt attachments are base64-encoded and passed to the model. Visual context improves accuracy on ambiguous transactions.
Exponential Back-off
All AI calls use retry logic with cross-sync rate limiting. Provider failures degrade gracefully to PENDING with no suggestion.
Human-in-the-loop, without the friction
AI does the categorization. You make the final call with full context, one-click approve, and a complete undo trail.
Recategorize All
Resets AUTO_APPLIED, APPROVED, and OVERRIDDEN rows to PENDING and triggers batched AI re-evaluation across all active bank-feed rows.
Bulk Approve with VAT and Class
Dropdowns pre-populated from per-transaction suggestedTaxCodeId and suggestedClassId. One modal, one click.
Smart Exception Prioritization
High-risk items surface first. Review what matters, not a flat list of 500.
No Silent Fallbacks
If the AI provider fails, the transaction goes PENDING with no suggestion. Never reverts to keyword rules.
Confidence Routing
Auto-committed to ledger
289 txns
Stored as suggestion, awaits approval
18 txns
PENDING, no suggestion surfaced
5 txns
Recategorize All
Resets AUTO_APPLIED rows to PENDING, triggers batched AI re-evaluation
Undo Submission
Rewind by date range. Categories or matched payments.
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