Concept demo made by Nexibeo. This product does not exist yet. Co-create it with us
Bookkeeping preparation serviceGet a free sample

For Bookkeeping practices serving microbusinesses

A complete reviewable document pack before bookkeeping begins.

For bookkeeping practices serving microbusinesses, turn receipts, statements and client account mappings into organized bookkeeping records and exceptions.

Start a pilotHow it works

The problem

Unstructured client documents delay reconciliation.

What you get

Organized bookkeeping records and exceptions.

Receipts, statements and client account mappings in, reviewed results out. People check what the AI drafts before anything reaches you.

Features

Everything the job needs, nothing it doesn't.

01Collect monthly records
02Extract transaction fields
03Organize duplicates
04Suggest account categories
05Request missing items
06Export reviewed records

How it works

From your files to approved results.

Client intake portal and staff exception queue.

  1. Choose the request type
  2. Collect declared facts and required documents
  3. Extract relevant fields
  4. Show missing or inconsistent information
  5. Let the submitter correct it
  6. Route the complete package to an authorized reviewer. Start with receipts

Free sample

One client's document preparation pilot.

Test USD 500-2,000 setup plus USD 150-750 monthly for one form family and a capped submission volume. Quote specialist review and unusual document formats separately. Prices are experimental.

Start a pilot

This is a concept demo. The button goes to Nexibeo, where you can co-create this product.