Document text extraction and offline OCR
Statement recognition
Extract rows from supported manager statements, check the source and decide what belongs in your books.
See how it worksKnow what is doing the work
Three useful tools. Clear boundaries.
Calculated comparisons and read-only checks
Report insights
Compare reporting periods, review bookkeeping health and read explanations calculated from the selected report.
See how it worksSaved rules and transaction-history matching
Booking suggestions and rules
Use saved rules and relevant booking history to reduce repeated entry while keeping the accounting context visible.
See how it worksYour review stays part of the workflow
Keep the source close to the suggestion.
Check the context
Confirm the portfolio, rental and period. A familiar description or a clean report total does not prove the underlying records are complete.
Understand what can post
Report insights are read-only. Saved booking rules can automatically book eligible matching imports, so review rule conditions and the resulting entries.
Choose the next step
Inspect the source documents, follow the evidence links and use the relevant accounting workflow. The explanation itself does not move money or submit a tax return.
Assistant workspace · Development preview
A focused place to review your questions.
The assistant workspace is being prepared with calculated guidance for your selected books. Optional model commentary is separate, requires a configured provider and runs only after an explicit request.
Check your workspace for availability. Calculated guidance and optional model commentary should both be checked against the source records. Bookkeeping reports are not tax advice.
Know what information is used
Review the data step, too.
Statement recognition and calculated insights run in the application environment. Optional external model commentary is a separate request: review the workspace's data-sharing notice before choosing it. Do not include passwords, bank credentials or full taxpayer IDs in a question.