AI-filled markers
Cells filled by AI are marked, and the marker clears when someone changes the value.
The problem it solves
Reviewers need to see what the AI touched.
How it works
- AI fills a cell.
- A badge marks it.
- The badge clears when a person edits it.
What your practice gets
- Clear view of AI work.
- Easier review.
- Human edits distinguished.
Questions accountants ask
What does the badge mean?
The value was filled by AI.
When does it clear?
When someone changes the value.
Can I filter by it?
The markers help reviewers spot AI-filled values.
Related features
Features that work alongside ai-filled markers.
AI account suggestions
Ask AI to suggest accounts for selected or filtered transactions in a batch, then confirm the suggestions you agree with.
Learning from your corrections
Confirmations, rejections and manual edits are recorded as learning patterns for the client and practice, so suggestions follow your style.
Client memory for the AI assistant
The AI assistant keeps client-specific notes between sessions, with older memories fading over time.
Anomaly detection
Unusual transactions and period anomalies are flagged for you to investigate.
Background AI jobs
Large AI coding, comment and GST jobs run in the background with progress you can check, so you can close the page.
Pre-finalisation review checks
A review pass across categories, comments, GST, duplicates, period anomalies and missing accounts before you finalise.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.