AI Accountant: your copilot for the ledger.

Ask

Questions grounded in your posted GL.

Ask things like "what drove SG&A up in March vs February", "what's the open AR balance over 60 days", or "why is our cash down quarter-over-quarter". Answers cite the posted journal entries, GL accounts, and source documents they came from, so every figure is traceable.

• Answers cite specific JEs, accounts, and source records.
• Reads only posted GL, since drafts are not used as ground truth.
• Respects your entity access; you only see what you're granted.
• Available on every plan; Essentials 25 chats/mo, Growth 100, Enterprise unlimited (within plan AI caps).

Draft

Journal entries, bills, invoices, intercompany pairs.

Ask AI Accountant to draft a payroll accrual, a deferred-revenue release, an intercompany cost-plus invoice, or a depreciation true-up. The draft renders in the same form you'd fill out manually, with the GL accounts and amounts populated and the reasoning shown. A user with the right permission reviews and posts.

• Journal entries with line-item detail and reasoning.
• Bills, invoices, and credit notes with GL coding.
• Intercompany entry pairs with auto-counterpart routing.
• Recurring entry templates from a single drafted entry.

Propose setup

Chart of accounts, defaults, vendors, customers, workflows.

AI Accountant proposes setup changes: adding accounts to the chart, updating default GL accounts on a vendor, adding an approval workflow, creating a fixed asset record, recording a loan, setting up an inventory item. Every proposal is a queued change that a human applies with full attribution; nothing rewrites your setup silently.

• Chart of accounts proposals with type, detail type, and parent.
• Default GL accounts on vendors and customers.
• Approval workflow drafts and routing rules.
• Fixed asset, loan, and inventory item creation.

Close analysis

Close-analysis review with anomalies, flux, and footnotes.

Run a close-analysis review and AI Accountant produces a written narrative of the period: anomalies it flagged (Z-score, Benford, unusual combos, weekend postings, threshold dodging), the flux commentary on material movements, and draft footnotes on Growth and above. Essentials includes 1 close-analysis review per month; Growth and Enterprise are unlimited within plan AI caps.

• Period narrative with anomalies, flux, and material movements.
• Footnote drafts on Growth and Enterprise (AI footnote cap by plan).
• Reconciles to posted GL, figures are not estimated.
• Outputs are reviewed and approved before they become artifacts.