AI-assisted bookkeeping
Make every transaction easier to review.
The bookkeeping concept centers on a clear review process: connect a transaction to its source, examine the proposed category and resolve exceptions with professional oversight.
Product concept: this page describes an illustrative workflow. Contact FinAI to confirm current capabilities and availability for your use case.
The problem in practice
Transaction records can arrive from different systems with incomplete descriptions, inconsistent categories or repeated entries. A clear review trail helps finance teams understand what happened and what still needs attention.
A reviewable workflow
- 01
Organize the source records
Bring the transaction reference, amount and supporting document into a consistent review format.
- 02
Review a proposed category
Make the suggestion visible and leave the final classification open to correction by the responsible reviewer.
- 03
Resolve exceptions
Flag unclear or potentially duplicated records, document the decision and retain the supporting context.
Keep the review in context
A repeated reference or matching amount is a signal to investigate. It does not establish that an entry should be deleted.