Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Zahara's cloud-based platform automates budget management and suppliers. It also allows for multi-level purchase approvals, delivery approvals, and invoice reconciliation and approvals. Zahara integrates seamlessly with the most popular accounting software, such as QuickBooks Online or Xero, to provide expanding SME's with real-time visibility and central control over their purchasing.
Zahara can be used for controlling spend within an organization. We can take the initial request to purchase something and automate the approval and sending the PO to the Vendor. Deliveries can be received, invoices from vendors matched and processed before being exported to finance.
Zahara increases control and speeds up processing.
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Pixcribe
Pixcribe is an innovative AI-driven tool designed for data extraction that converts disorganized documents into organized, actionable data. Users have the capability to upload a variety of file formats, including PDFs, scanned images, invoices, receipts, forms, screenshots, and other business-related documents, allowing them to specify the precise fields they wish to extract, such as names, dates, totals, invoice numbers, addresses, IDs, lines from tables, line items, and bespoke values.
Rather than depending solely on traditional optical character recognition (OCR), Pixcribe leverages artificial intelligence to comprehend the context, labels, tables, and layout of documents, enabling users to retrieve relevant information even from files that lack perfect organization. Additionally, the platform allows for the extracted data to be reviewed prior to export, which minimizes the risk of manual errors and facilitates seamless integration of information into spreadsheets, databases, internal systems, or automated workflows. This capability enhances productivity and ensures that users can work with high-quality data efficiently.
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ReceiptsAI
ReceiptsAI is an innovative bookkeeping solution harnessing the power of AI, designed specifically for small businesses, freelancers, and accountants. It efficiently transforms receipts, invoices, and bank statements into well-organized financial records that are ready for export, eliminating the need for manual data entry.
You can effortlessly upload documents from any device or simply forward emails from your Gmail or Outlook, as ReceiptsAI automatically captures receipts. Its advanced AI technology extracts over 50 fields such as merchant, date, amount, tax, and line items with an impressive accuracy of over 99%, categorizing each transaction according to your personalized rules or one of the 30+ industry-specific templates available.
Additionally, the software features built-in reports that provide insights into your spending patterns by month, merchant, category, and tax. You can easily export clean CSV, Excel, or PDF files that are accountant-ready during tax season, and the platform offers multi-currency support, bulk uploads, duplicate detection, and full-text search capabilities. Moreover, privacy controls ensure that sensitive information is redacted prior to AI processing, enhancing the overall security of your data. This makes ReceiptsAI not just a tool, but a comprehensive partner in financial management.
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