A plain review desk for bookkeepers.
Check extracted invoice data against its source, reconcile it with a bank statement, and record a human decision for every match. This demo uses fictional South African businesses only.
- 01
Import
Load the sample invoices and bank CSV. Every row keeps its file and line reference.
- 02
Field review
See each extracted field, its source and its confidence. Low confidence is flagged.
- 03
Reconciliation
Match by currency, money-in direction, exact cents and invoice reference. You approve or reject.
- 04
Exceptions
Duplicates, unmatched payments and invoices whose totals don't add up.
- 05
Export
Download a CSV with each line's reviewed status, plus the audit trail.
Not included: tax filing, live bank feeds, message sending. Multi-client security has not yet been independently tested, so do not upload real client data.