Maintain immutable audit log for all financial actions. Use when logging user actions, tracking entity changes, generating audit reports, or investigating compliance issues. Ensures complete accountability and traceability.
Match bank transactions to book transactions, detect discrepancies, and resolve mismatches. Use when reconciling bank accounts, investigating unmatched transactions, or generating reconciliation reports. Handles multiple accounts and currencies.
Validate tax compliance, audit readiness, and policy enforcement. Use when checking transactions for compliance violations, preparing for audits, or enforcing financial policies. Ensures regulatory requirements are met.
Synchronize data with external accounting systems (QuickBooks, Xero) and bank feeds (Plaid). Use when importing/exporting financial data, syncing to accounting software, or updating from bank feeds. Handles bi-directional sync with conflict resolution.
OCR and parse documents including invoices, receipts, and bank statements. Use when extracting text from PDF/images, parsing scanned documents, or processing uploaded files. Supports Google Document AI and Tesseract OCR.
Generate standard financial reports including P&L, balance sheet, and cash flow statements. Use when creating monthly/quarterly/annual reports, comparing periods, or exporting financial data. Supports GAAP and custom report formats.
Parse, validate, and categorize invoices using OCR and LLM. Use when processing uploaded invoices, extracting invoice data, validating invoice fields, or categorizing expenses. Handles PDF, image, and scanned invoices with intelligent field extraction.
Process payments via Stripe, PayPal, or ACH. Use when paying invoices, processing customer payments, or managing payment methods. Handles payment scheduling, execution, and confirmation with full audit trail.