Workpaper Agent
From Financial Files to General Ledger
Reduce manual journal entry creation from bank statements, spreadsheets and vendor documents to GL-ready files for QuickBooks Online and Sage automatically.
Reduce manual journal entry creation from bank statements, spreadsheets and vendor documents to GL-ready files for QuickBooks Online and Sage automatically.
Turn Raw Data Files to General Ledger
Turn Raw Data Files to General Ledger
Convert Your Statements into Journal Entries on QuickBooks or Sage in Minutes
Use the sample files to try (Processing usually takes under 15 minutes): Download Now
Data Flexibility
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 payouts and brokerage data to accruals and post to your GL, JE-ready in one step.
Generate clean journal entries in the exact format your ERP requires.
Create your first Workpaper
Prepaid expenses
Amortization schedules and journal entries
Fixed Asset
Depreciation and disposal tracking
Bank & Brokerage
Reconciliation and investment gains
Custom Templates
Build your own workpaper workflow
Choose Workpaper Type to Get Start
Prepaid expenses
Amortization schedules and journal entries
Fixed Asset
Depreciation and disposal tracking
Bank & Brokerage
Reconciliation and investment gains
Custom Templates
Build your own workpaper workflow
Convert Your Statements into Journal Entries on QuickBooks or Sage in Minutes
Data Flexibility
Intelligent SOP Builder
Automated Reconciliation
Ready-to-Import-Outputs
Data Flexibility
Intelligent SOP Builder
Automated Reconciliation
Ready-to-Import-Outputs
Data Flexibility
Intelligent SOP Builder
Automated Reconciliation
Ready-to-Import-Outputs
Data Flexibility
Intelligent SOP Builder
Automated Reconciliation
Ready-to-Import-Outputs
Prepaid expenses
Amortization schedules and journal entries
Fixed Asset
Depreciation and disposal tracking
Bank & Brokerage
Reconciliation and investment gains
Custom Templates
Build your own workpaper workflow
Choose Workpaper Type to Get Start
Data Flexibility
Pipeline Management
Automated Reconciliation
Ready-to-Import Outputs
Upload an unstructured data file: PDFs, spreadsheets, statements, or raw reports.
Data Flexibility
Create SOP with a simple prompt. The agent adapts to your rules, building a fully customizable SOP you can reuse and refine.
Intelligent SOP Builder
Reconcile third-party payouts and brokerage data to accruals and post to your GL, JE-ready in one step.
Automated Reconciliation
Generate clean journal entries in the exact format your ERP requires.
Ready-to-Import Outputs
Choose Workpaper Type to Get Start
Prepaid expenses
Amortization schedules and journal entries
Fixed Asset
Depreciation and disposal tracking
Bank & Brokerage
Reconciliation and investment gains
Custom Templates
Build your own workpaper workflow
Data Flexibility
Intelligent SOP Builder
Automated Reconciliation
Ready-to-Import-Outputs
Data Flexibility
Intelligent SOP Builder
Automated Reconciliation
Ready-to-Import-Outputs
Choose Workpaper Type to Get Start
Prepaid expenses
Amortization schedules and journal entries
Fixed Asset
Depreciation and disposal tracking
Bank & Brokerage
Reconciliation and investment gains
Custom Templates
Build your own workpaper workflow
Convert Your Statements into Journal Entries on QuickBooks or Sage in Minutes
Use the sample files to try (Processing usually takes under 15 minutes): Download Now
Data Flexibility
Intelligent SOP Builder
Automated Reconciliation
Ready-to-Import Outputs
Upload an unstructured data file: PDFs, spreadsheets, statements, or raw reports.
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.
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 payouts and brokerage data to accruals and post to your GL, JE-ready in one step.
Reconcile third-party payouts and brokerage data to accruals and post to your GL, JE-ready in one step.
Generate clean journal entries in the exact format your ERP requires.
Generate clean journal entries in the exact format your ERP requires.