AI-powered finance & accounting workflows that save hours of manual work every week.
AI matches bank and card feeds to Drake Tax entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Individual Tax patterns, routes approvals, and sends payment files to Drake Tax — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Drake Tax, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI matches bank and card feeds to Thomson Reuters ONESOURCE entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Corporate Tax patterns, routes approvals, and sends payment files to Thomson Reuters ONESOURCE — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Thomson Reuters ONESOURCE, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI matches bank and card feeds to ONESOURCE entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Cross-Border Tax patterns, routes approvals, and sends payment files to ONESOURCE — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in ONESOURCE, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI matches bank and card feeds to Lacerte entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Estate & Gift Tax patterns, routes approvals, and sends payment files to Lacerte — processing cost per invoice drops from $15 to under $2.
AI matches bank and card feeds to Avalara entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Indirect Tax patterns, routes approvals, and sends payment files to Avalara — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Avalara, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI matches bank and card feeds to QuickBooks Online entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Small Business Bookkeeping patterns, routes approvals, and sends payment files to QuickBooks Online — processing cost per invoice drops from $15 to under $2.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit.
AI matches bank and card feeds to QuickBooks Online entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using E-commerce Bookkeeping patterns, routes approvals, and sends payment files to QuickBooks Online — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in QuickBooks Online, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI pulls bills from every channel, extracts line items, assigns GL codes using Construction Accounting patterns, routes approvals, and sends payment files to Sage 100 Contractor — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Sage 100 Contractor, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI matches bank and card feeds to QuickBooks Online entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in NetSuite, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in SAP S/4HANA, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI pulls bills from every channel, extracts line items, assigns GL codes using Financial Statement Audit patterns, routes approvals, and sends payment files to CaseWare — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in CaseWare, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI matches bank and card feeds to Datasite entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Transaction Advisory patterns, routes approvals, and sends payment files to Datasite — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Datasite, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI pulls bills from every channel, extracts line items, assigns GL codes using AP Operations patterns, routes approvals, and sends payment files to Bill.com — processing cost per invoice drops from $15 to under $2.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in HighRadius, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit.
AI pulls bills from every channel, extracts line items, assigns GL codes using Multi-State Payroll patterns, routes approvals, and sends payment files to ADP Workforce Now — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in ADP Workforce Now, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI rewrites narratives to match each client's outside-counsel guidelines in Relativity, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI rewrites narratives to match each client's outside-counsel guidelines in INSZoom, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI rewrites narratives to match each client's outside-counsel guidelines in INSZoom, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI rewrites narratives to match each client's outside-counsel guidelines in ipManager, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI rewrites narratives to match each client's outside-counsel guidelines in WealthCounsel, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI rewrites narratives to match each client's outside-counsel guidelines in EstateExec, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI rewrites narratives to match each client's outside-counsel guidelines in iManage, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI rewrites narratives to match each client's outside-counsel guidelines in MyCase, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI rewrites narratives to match each client's outside-counsel guidelines in Clio Manage, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI rewrites narratives to match each client's outside-counsel guidelines in Canopy, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI rewrites narratives to match each client's outside-counsel guidelines in Aderant, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI rewrites narratives to match each client's outside-counsel guidelines in Elite 3E, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from Epic, and handles the digital payment flow — patient collections climb 40%.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from athenahealth, and handles the digital payment flow — patient collections climb 40%.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from Nextech, and handles the digital payment flow — patient collections climb 40%.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from Nextech, and handles the digital payment flow — patient collections climb 40%.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from Dentrix, and handles the digital payment flow — patient collections climb 40%.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from ChiroTouch, and handles the digital payment flow — patient collections climb 40%.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from RevolutionEHR, and handles the digital payment flow — patient collections climb 40%.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from 3M 360 Encompass, and handles the digital payment flow — patient collections climb 40%.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from athenahealth, and handles the digital payment flow — patient collections climb 40%.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from DocuTAP, and handles the digital payment flow — patient collections climb 40%.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from Homecare Homebase, and handles the digital payment flow — patient collections climb 40%.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from PointClickCare, and handles the digital payment flow — patient collections climb 40%.
AI assembles the draw package from CoStar, collects subcontractor lien waivers, validates against budget, and submits to the lender — draws fund on schedule, project stays on schedule.
AI builds the reconciliation from CoStar, produces per-tenant statements with backup, and drafts responses to tenant challenges — CAM season goes from quarter-long to weeks.
AI builds the reconciliation from CoStar, produces per-tenant statements with backup, and drafts responses to tenant challenges — CAM season goes from quarter-long to weeks.
AI builds the reconciliation from ARGUS Enterprise, produces per-tenant statements with backup, and drafts responses to tenant challenges — CAM season goes from quarter-long to weeks.
AI assembles the draw package from Procore, collects subcontractor lien waivers, validates against budget, and submits to the lender — draws fund on schedule, project stays on schedule.
AI builds the reconciliation from Yardi Voyager, produces per-tenant statements with backup, and drafts responses to tenant challenges — CAM season goes from quarter-long to weeks.
AI assembles the draw package from Yardi Voyager, collects subcontractor lien waivers, validates against budget, and submits to the lender — draws fund on schedule, project stays on schedule.
AI assembles the draw package from Juniper Square, collects subcontractor lien waivers, validates against budget, and submits to the lender — draws fund on schedule, project stays on schedule.
AI calculates splits per transaction from the Skyslope closing data, generates the disbursement statement, queues the payment, and logs to the brokerage's books — commission errors drop to zero.
AI calculates splits per transaction from the Skyslope closing data, generates the disbursement statement, queues the payment, and logs to the brokerage's books — commission errors drop to zero.
AI calculates splits per transaction from the TOTAL by a la mode closing data, generates the disbursement statement, queues the payment, and logs to the brokerage's books — commission errors drop to zero.
AI files warranty claims from ServiceTitan job data, assembles the documentation, submits to the manufacturer portal, and tracks reimbursement — warranty recovery climbs 3–5x.
AI drafts the supplement package against ServiceTitan scope and Xactimate pricing, builds the photographic backup, and handles adjuster correspondence — supplement recovery rate climbs from 50% to 90%+.
AI files warranty claims from ServiceTitan job data, assembles the documentation, submits to the manufacturer portal, and tracks reimbursement — warranty recovery climbs 3–5x.
AI drafts the supplement package against ServiceTitan scope and Xactimate pricing, builds the photographic backup, and handles adjuster correspondence — supplement recovery rate climbs from 50% to 90%+.
AI drafts the supplement package against JobNimbus scope and Xactimate pricing, builds the photographic backup, and handles adjuster correspondence — supplement recovery rate climbs from 50% to 90%+.
AI files warranty claims from Aurora job data, assembles the documentation, submits to the manufacturer portal, and tracks reimbursement — warranty recovery climbs 3–5x.
AI captures bills from every channel, classifies them per entity in Addepar, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero.
AI ingests commission statements from every supplier into Addepar, matches against booked trips, flags missing commissions, and sends collections — commission leakage drops to near-zero.
AI ingests commission statements from every supplier into Lacerte, matches against booked trips, flags missing commissions, and sends collections — commission leakage drops to near-zero.
AI captures bills from every channel, classifies them per entity in Lacerte, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero.
AI matches incoming vendor invoices to POs in Lacerte, flags discrepancies, applies to client retainer, and produces the client-ready invoice — billing runs cleanly without partner time.
AI matches incoming vendor invoices to POs in Studio Designer, flags discrepancies, applies to client retainer, and produces the client-ready invoice — billing runs cleanly without partner time.
AI captures bills from every channel, classifies them per entity in Studio Designer, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero.
AI matches incoming vendor invoices to POs in CoConstruct, flags discrepancies, applies to client retainer, and produces the client-ready invoice — billing runs cleanly without partner time.
AI captures bills from every channel, classifies them per entity in CoConstruct, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero.
AI matches incoming vendor invoices to POs in Clockwork, flags discrepancies, applies to client retainer, and produces the client-ready invoice — billing runs cleanly without partner time.
AI generates per-property statements from DealCloud, applies expense allocations, calculates owner distributions, and publishes to the owner portal — owner statements go out on day 5.
AI generates per-property statements from Hostfully, applies expense allocations, calculates owner distributions, and publishes to the owner portal — owner statements go out on day 5.
AI ingests commission statements from every supplier into Avinode, matches against booked trips, flags missing commissions, and sends collections — commission leakage drops to near-zero.
AI ingests commission statements from every supplier into Axus Travel, matches against booked trips, flags missing commissions, and sends collections — commission leakage drops to near-zero.
AI reconciles each settlement against the rate con in McLeod LoadMaster, validates accessorials, drafts disputes for carrier issues, and runs the customer invoice — settlement throughput climbs without adding back office.
AI reconciles each settlement against the rate con in Passare, validates accessorials, drafts disputes for carrier issues, and runs the customer invoice — settlement throughput climbs without adding back office.
