AI upload
Drop in any document and AI works out what it is, extracts the data, checks it and prepares it for the ledger, with confirm, cancel and review steps.
The problem it solves
Deciding which import tool each odd document needs slows everything down.
How it works
- Drop in the document.
- Watch AI identify, extract and validate it.
- Review, then confirm or cancel.
What your practice gets
- One place for any document.
- Progress visible as it works.
- Nothing committed without you.
Questions accountants ask
Does it commit automatically?
No. You confirm or cancel.
What documents can I use?
Bank statements, receipts, financial statements and other accounting documents.
Where is content processed?
AI-assisted features may process content overseas through OpenAI and Anthropic in the United States and Mistral AI in France.
Related features
Features that work alongside ai upload.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoAutomatic document routing
Uploaded documents are classified and sent to the right extractor: bank statement, receipt or financial statement.
Universal upload
A catch-all for unusual documents: AI decides what the file is and what to extract, and shows a preview for you to confirm.
Review-first transaction upload
Upload files, review the extracted transactions in a grid, edit them and confirm.
Upload history
A list of past uploads with a count of those that need attention.
Manual transaction entry
Type transactions directly into the grid when there are only a few to add.
VideoSee 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.