Tables stay readable
Rows and columns from PDFs, Word files and spreadsheets are kept together, so amounts stay next to their labels.
C9 AIAI for bookkeepers
Ask questions about statements instead of scrolling through them.
Upload bank statements, financial statements, spreadsheets and client emails. Ask something like “What were total office expenses?” and get a short answer that points to the page it used.
Plain-English questions
No formulas or special search words. Ask the way you'd ask a coworker.
Clients kept apart
Each client has their own workspace, so one client's numbers don't show up in another client's answers.
Check before you post
Use it to find a transaction, check a balance or summarize a statement. It doesn't connect to your accounting software and doesn't reconcile for you. Always check the quoted page before you post anything.
- Bank and credit card statements (PDF)
- Income statements and balance sheets
- Excel and CSV files
- Client emails and screenshots