Private AI for estate accountants.

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.

Organise estate financial records into a review-ready schedule outline

The supporting records include authorised statements, expense records and executor correspondence.

The accountant verifies amounts and estate reporting requirements.

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.