Your AI-driven reconciliation expert
Context-aware AI that understands your books, your clients, and your preferences, with smart suggestions, exception resolution, and full undo support when you need to go back.
Reconci AI Assistant
I've reviewed this week's transactions. 3 items look unusual. Want me to explain?
Yes, show me the details.
Client #4 has a $5,200 expense coded to 'Meals'. Historically they cap this at $800. Likely miscategorized. Shall I suggest 'Equipment' instead?
Correct, update it.
Done ✓ Updated and logged. I'll flag similar patterns automatically going forward.
Bulk approve: AI-suggested fields
VAT / Tax Code
T1: Standard Rate (20%)
Class
Operations, UK
Category
Software & Subscriptions
Natural Language Queries
Ask questions about your books in plain English. The AI understands context and responds with actionable insights: no SQL, no filters, no exports needed.
Natural Language Queries: Demo GIF
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Smart Suggestions
As you work, the assistant proactively surfaces recommendations: missing entries, duplicate risks, or categorization patterns it has learned from similar clients. VAT/TaxCode and Class suggestions are pre-populated in bulk approve modals.
Smart Suggestions: Demo GIF
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Exception Resolution
When something doesn't match, the AI explains exactly why and proposes the most likely fix, with a full audit trail for every override. MEDIUM and LOW confidence suggestions always wait for human review.
Exception Resolution: Demo GIF
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Undo Submission
Made a mistake? The undo flow lets you rewind categories back to Suspense or reverse match-created Payments and BillPayments, with from/to date filtering and a range selector defaulting to the most recent calendar day.
Undo Submission: Demo GIF
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Recategorize All
One-click action scoped to your active bank-feed rows. Normalizes any legacy AUTO_APPLIED, APPROVED, or OVERRIDDEN rows back to PENDING before batched AI re-evaluation: a clean slate at any time.
Recategorize All: Demo GIF
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Continuous Learning
Every approval and correction trains the model on your firm's preferences. Vendor-to-account rules are seeded from approvals so recurring vendors bypass AI entirely on future imports, getting faster and cheaper over time.
Continuous Learning: Demo GIF
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