Accounting

Accounting Operations

Structure receipts, statements, reconciliations, and accounting inbox traffic.

Document types

Receipts, Statements, Invoices, Accounting emails

Extraction fields

Entity, Transaction date, Amount, Category

Validation

Amount and date are present, Category suggestion confidence

Inputs

Manual Upload, Gmail, Outlook, WhatsApp, Teams, API Intake, Webhook, Google Drive

Outputs

Google Sheets, Airtable, Email, API Delivery, Database

Dashboard metrics

Items processed, Uncategorized, Pending approval, Cost estimate