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Monthly Bookkeeping
Gather the period totals and supporting statements you need to close the books each month.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Bank Statement
8 fields filled
Period
Bank Account Last 4
Line Items
Bank Name
Opening Balance
Closing Balance
Total Deposits
Total Withdrawals
Credit Card Statement
5 fields filled
Card Issuer
Card Last 4
Statement Period End
Total Charges
Total Payments
Receipts & Invoices
4 fields filled
Total Amount
Receipt Count
Suppliers
Total Tax
Your client sends 3 files and types 3 fields. AI reads the documents and fills the other 17.
- Client sends
- 3
- 3 files to upload
- Client types
- 3
- the rest is read for them
- AI fills
- 17
- extracted from the files
- On the form
- 20
- fields in total
Start with Monthly Bookkeeping
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