Intelligent management of accounting and tax documentation
Access balances, tax returns, tax laws, and historical client information instantly. Consult regulations and accounting documents without wasting time.
Optimize your accounting practice with AI
Manage historical client information and tax regulations with instant access.
Search across your entire document base
Find balances, tax returns, tax laws, and client documents in seconds. AI searches by content and context.
Natural language queries
Ask "What does the law say about expense deduction?" or "What was client X's balance in 2022?" and get precise answers.
Organization by client and period
Automatic classification of documents by client, fiscal year, and type of declaration. Everything organized effortlessly.
Security and confidentiality
End-to-end encryption. Compliance with regulations for protecting sensitive financial data.
Access to updated regulations
Keep all laws, resolutions, and tax regulations organized and instantly accessible.
Complete audit
Total traceability of accesses and modifications. Ideal for regulatory compliance and audits.
Less time searching
Saved per week
Tax compliance
Access to documents
Features for accountants and tax advisors
Everything you need to manage accounting documentation professionally.
Processing of accounting documents
Automatic OCR for balances, declarations, and scanned documents. Searchable text instantly.
Advanced semantic search
Find information by accounting concepts, fiscal periods, clients, or document type.
Management of tax deadlines
Automatic alerts for declarations, payments, and tax obligations for each client.
Access control by client
Granular permissions. Each accountant only accesses assigned clients. Total security.
Integration with accounting systems
Connect with your accounting management software. Automatic document synchronization.
Version history
Keep a record of all versions of balances and declarations. Complete audit.
Modernize your accounting firm with AI
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