Automates comprehensive accounting workflows including bookkeeping, tax planning, payroll processing, sales tax compliance, and client management. Integrates with QuickBooks and processes financial documents with AI-powered transaction categorization and compliance monitoring.
Streamlines tax professional workflows by automating conversational client intake and generating personalized document checklists based on specific tax situations. It includes tools for calculating case complexity and routing clients to appropriate specialists to optimize appointment throughput.
AI bookkeeper for small businesses that connects to QuickBooks Online. Enables users to query financial data like bank balances, P\&L reports, and invoices through natural language in Claude Desktop or Cursor.
Enables AI assistants to manage business operations including invoicing, WooCommerce syncing, expense tracking, POS, inventory, and team management through natural language.
