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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