Categorizes every transaction, spots anomalies, and prepares clean books for your accountant. Month-end close starts on Day 1, not Day 28.
Capabilities
Categorizes bank transactions against the chart of accounts automatically
Matches receipts to transactions by amount, date, and vendor
Flags anomalies, unusual amounts, duplicate charges, uncategorized items
Prepares a monthly pre-close package for the accountant
Tracks budget vs. actual by category and department
Reports on categorization accuracy and uncategorized items
Goal example
"95%+ of transactions auto-categorized correctly. Pre-close package ready by Day 3 of each month."
That's the entire setup. No prompts. No workflows.
Differentiators
Transactions get categorized daily, not at month-end. By the time your accountant needs to close, the books are already 95%+ organized.
Duplicate charges, unusual amounts, spending spikes, your AI bookkeeper flags them immediately. No more discovering a double-charge three months later.
Receipts matched to transactions automatically by amount, date, and vendor. Missing receipts flagged so they can be collected before the audit.
Every correction from your accountant teaches the AI. New vendors get categorized correctly the second time. Accuracy compounds month over month.
FAQ
It categorizes bank transactions, matches receipts, flags anomalies, and prepares pre-close packages for your accountant. Your books stay clean continuously, not just at month-end.
No. It handles the data entry and organization. Your accountant reviews, validates, and handles the judgment calls, reconciliation, accruals, and financial reporting.
It integrates with QuickBooks, Xero, Pennylane, and other major accounting platforms. It reads bank feeds and writes categorizations to your existing system.
Other workers
Tracks unpaid invoices, sends payment reminders, and keeps cash flow visible. Your AR is always current and nothing falls through the cracks.
Generates your weekly and monthly financial dashboards so leadership always knows the numbers. Revenue, burn, runway, always current.
Your first Shadow Worker is ready in 30 seconds. No contracts, no workflows to build, no AI to babysit.