Workpaper Agent
Workpaper Agent
Workpaper Agent
PDF to General Ledger Converter
Eliminate manual journal entry creation from bank statements, spreadsheets and vendor documents to GL-ready output for QuickBooks Online and Sage automatically.
AI-Assisted Bookkeeping
Services for Founders
AI-Assisted Bookkeeping
Services for Founders
Extract Data From Your Financial Documents to QuickBooks and Sage in Seconds
Use the sample files to try: Download Now
Most files process in under 15 minutes, depending on size and complexity.
Data Flexiblity
Intelligent SOP Builder
Automated Reconciliation
Ready-to-Import-Outputs
Upload an unstructured data file: PDFs, spreadsheets, statements, or raw reports.
Create SOP with a simple prompt. The agent adapts to your rules, building a fully customizable SOP you can reuse and refine.
Reconcile third-party data and post to your GL. From payouts to brokerage data to accruals, the agent produces JE-ready outputs in one step.
Generate clean journal entries in the exact format your ERP requires - complete with supporting workpapers.
Browser Compatibility
Pipeline Management
Integration
1 Click Enrichment
Message & Sequence
Our CRM extension works across all major browsers, keeping you connected to manage customer relationships anywhere.
Our CRM extension works across all major browsers, keeping you connected to manage customer relationships anywhere.
Browser Compatibility
Schedule tasks, assign team members, and enhance your workflow with our intuitive pipeline management tools.
Schedule tasks, assign team members, and enhance your workflow with our intuitive pipeline management tools.
Pipeline Management
Connect effortlessly with over 2,000 tools to enhance your CRM experience and streamline your workflow.
Connect effortlessly with over 2,000 tools to enhance your CRM experience and streamline your workflow.
Integration
Instantly enhance your data with valuable insights and details with just a single click.
Instantly enhance your data with valuable insights and details with just a single click.
1 Click Enrichment
Relata's mail merge software enables you to send highly personalized bulk emails directly from your own domain
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Discliamer: (Time for Processing) (File: Link to Google Drive) + Leads from talk & Booth & lead capture app
Browser Compatibility
Pipeline Management
Integration
1 Click Enrichment
Message & Sequence
Browser Compatibility
Pipeline Management
Integration
1 Click Enrichment
Message & Sequence
Our CRM extension works across all major browsers, keeping you connected to manage customer relationships anywhere.
Our CRM extension works across all major browsers, keeping you connected to manage customer relationships anywhere.
Schedule tasks, assign team members, and enhance your workflow with our intuitive pipeline management tools.
Schedule tasks, assign team members, and enhance your workflow with our intuitive pipeline management tools.
Connect effortlessly with over 2,000 tools to enhance your CRM experience and streamline your workflow.
Connect effortlessly with over 2,000 tools to enhance your CRM experience and streamline your workflow.
Instantly enhance your data with valuable insights and details with just a single click.
Instantly enhance your data with valuable insights and details with just a single click.
Relata's mail merge software enables you to send highly personalized bulk emails directly from your own domain
Relata's mail merge software enables you to send highly personalized bulk emails directly from your own domain