Private AI for accounting firms.

Catch the exception before it reaches the close

Read invoice fields, propose matches and flag duplicate or unusual transactions with supporting evidence.

Inputs: Invoice images, ledger exports, purchase orders, bank-feed records and approved accounting policies.

From observation to completed task

Create a review queue, request missing receipts and prepare draft entries in the accounting system.

Make approved technical guidance and firm procedures easier to find

The supporting records include firm manuals, approved templates and internal practice notes.

Professionals confirm applicability and maintain client-file separation.

The systems involved

OCR, accounting APIs, entity-level permissions and approved posting 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

Accountants approve classifications and postings; measure match quality, false exceptions and close-cycle effort.