Private AI for bookkeepers.

Keep receipts, bills and bank transactions connected

Extract amounts and dates, suggest matches and identify documents that appear duplicated or incomplete.

Inputs: Authorised receipt images, supplier invoices, bank transactions and chart-of-accounts definitions.

From observation to completed task

Create a review queue and request missing supporting records before proposed entries are posted.

Prepare a query list for transactions missing supporting information

The supporting records include approved ledger exports, receipt records and bookkeeping procedures.

The bookkeeper verifies classifications before changing the books.

The systems involved

Local OCR, accounting APIs and approved matching rules.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Bookkeepers approve classifications; check taxes and totals in the accounting system.