Reconciliation
Match transactions from your documents to your general ledger. Highlight discrepancies and ensure accuracy in your financial records.
Referencing
Link extracted data to its source document. Ensure each piece of information is traceable for comprehensive audit trails.
Maximize Efficiency with Our Workspace Features.
Library Manager
Manage and access all documents from the primary portal directly within the workspace for easy retrieval and organization.
PDF Viewable
View PDF documents directly within the workspace to facilitate direct data extraction and reference.
Text Extraction
Highlight text within a document and extract the data into the selected field in the spreadsheet, enhancing accuracy and efficiency.
Document Reference
Effortlessly reference any cell in the spreadsheet to a selected document, ensuring consistency and traceability.
Sum Tool
Highlight numbers within a document, and utilize OCR and AI to sum the values and extract the total into a selected cell.
Reconciliation Tool
Automate the reconciliation process to identify discrepancies between different sets of financial data quickly.
Data Extraction
Utilize AI and OCR to extract key financial data from client-provided documents into the spreadsheet, streamlining audit schedules and analysis workpapers.
Linking
Link directly to specific cells in the workspace, making referencing from the audit portal easier than ever.
Meets every Audit need.