Pre-finalisation review checks
A review pass across categories, comments, GST, duplicates, period anomalies and missing accounts before you finalise.
The problem it solves
A self-review before the work leaves the practice catches errors that are costly later.
How it works
- Run the review checks.
- See issues by type: categories, comments, GST, duplicates, anomalies and missing accounts.
- Resolve them before finalising.
What your practice gets
- A structured self-review.
- Issues grouped by type.
- Fewer errors leave the practice.
Questions accountants ask
What is checked?
Categories, comments, GST, duplicates, period anomalies and missing accounts.
Does it replace my review?
No. It supports it.
When should I run it?
Before finalising the period.
Related features
Features that work alongside pre-finalisation review checks.
AI Copilot
Ask the Copilot to do ledger work in plain English, with changes confirmed by you, the option to cancel, and files in the conversation.
AI suggestion statistics
See how often AI suggestions are accepted for each client.
Assistant feedback
Rate the assistant's answers and turn useful insights into lasting knowledge.
AI account suggestions
Ask AI to suggest accounts for selected or filtered transactions in a batch, then confirm the suggestions you agree with.
AI transaction comments
AI writes bookkeeping comments that explain each line, and can suggest accounts from comments and descriptions.
AI GST suggestions
AI proposes the GST treatment for each line; apply the suggestions you agree with or set them aside.
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.