Your data stays yours
Every AI session is locked to your account, your clients, and your numbers. Nothing bleeds across firms or organizations. Your data is never used to train models.
AI Features
Ask your books anything.
Get real answers instantly.
Awditify AI works inside every part of your workflow. Scan invoices, reconcile your bank, draft journal entries, and run your firm with an AI that reads your actual data, not a generic knowledge base.
4
AI surfaces
Chat, OCR, GL, Reconcile
10M
Firm AI tokens/month
Largest firm plan
20+
Context sources
Used to build answers
∞
More coming
Constantly expanding
Awditify AI
AI that shows its work, then waits for your tick.
Ask in plain words. Awditify reads the books you’re allowed to see, shows every step it took and cites the records it used. When the answer is an action, it becomes a draft for you to approve.
Can we afford the new espresso machine in November?
- Read balances on 3 bank accounts
- Projected payroll for Oct 15, Oct 29 and Nov 12
- Checked bills due before November 30
- Set aside the Q3 HST remittance due Oct 31
Yes, with room to spare. If you buy the $14,800 machine on Nov 12, your lowest balance would be about $41,200 on Nov 27, right after payroll.
Lowest balance$41,200Nov 27
Cushion after2.4 moof running costs
HST you claim back$1,924.00Next return
Draft a purchase billTwo-group espresso machine · $14,800.00 + HST $1,924.00 · Nov 12
High confidence
Approve
Edit
Not now
Nothing posts until you approve
Sources
RBC ••0318
Payroll calendar
Bills due
HST return, Q3
Ask a follow-up. “What if we lease it instead?”
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It reads only what you can see.
Answers follow each person’s permissions. A café manager’s question never touches payroll, and a client never sees the firm’s notes.
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Nothing posts without a tick.
Journal entries, reminders and payments arrive as drafts with a confidence score and the reason behind it. Someone with permission approves them.
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Every answer shows its sources.
Tap a source to open the exact transaction, bill or report line it came from. Token use is visible, so the cost never surprises you.
- Receipts to bills
- Journal entry drafts
- Bank rules that learn
- Quick Ask on any page
- Firm copilot proposals
- Token use you can see
The AI assistant is included on Bookkeeping Growth and Bookkeeping Professional and on every firm plan.
Answers built on your numbers
Before the AI responds, it reads your trial balance, transactions, invoices, deadlines, and clients. Every answer is grounded in your real data, not generic internet knowledge.
You stay in control
AI drafts, suggests, and surfaces insights. You decide what gets posted, sent, or applied. Nothing happens automatically. Every action needs your approval.
AI everywhere you work
Two AI surfaces. Built for what you actually do.
Bookkeeping AI lives inside your client's books. Firm AI runs across your whole practice. Both know your real data, both keep you in control.
Get answers about any client's books in seconds
Type a question and get a real answer built from your client's actual accounts, balances, transactions, and open invoices. No digging through reports. No switching tools. Just ask.
- Full conversation history saved per client
- Answers stream in real time as you type
- Attach PDFs, images, or receipts for instant analysis
- Turn any AI answer into a draft journal entry
- You review and approve before anything gets posted
- Quick Ask for a fast one-off question
- See exactly what context the AI is using before you ask
What the AI reads before it answers
- Client Profile
- Chart of Accounts
- Trial Balance
- Transactions
- Receivables
- Payables
- Bank Reconciliation
- Tax Filings
- Month-End Status
- Documents
- Profit & Loss
- Balance Sheet
+ Municipal context sources when client has municipal modules enabled
AI Chat Assistant
Ask any question about your client's books and get a real, data-grounded answer in seconds. Starter prompts for the questions you ask every day.
AI to Journal Entry
Describe the transaction in plain language and get a balanced journal entry drafted instantly. Review, adjust, and post. What used to take 10 minutes takes 30 seconds.
OCR Invoice Scanning
Drop up to 20 invoices or receipts and watch AI extract every field. One click creates the purchase bill, pre-filled and ready to post. No manual data entry.
AI Reconciliation
Run the AI matcher and watch it find your matches automatically. High-confidence items are pre-selected, lower-confidence ones flagged. Apply everything with one click.
Quick Ask
Need a fast answer without starting a full conversation? Quick Ask gets you an instant answer and gets out of your way, without cluttering your history.
Always Available
Your AI assistant floats on every bookkeeping page. It knows what you are working on and jumps you into the right context. No navigating away, ever.
Your whole firm, at a glance. Any question answered.
Firm AI reads your entire practice: clients, engagements, deadlines, billing, and team load. Ask it anything and get a real answer built from your own firm data. Spot risk early, act faster, and keep every client moving.
- Scoped to your account with no cross-firm data sharing
- Auto-selects the right context for each question you ask
- Preview exactly what data the AI will use before asking
- Save any AI answer as a Proposal for review
- Every Proposal requires your approval before anything is applied
- Token usage visible so you always know what is being used
- Full conversation history saved per team member
Ask AI about any area of your practice
- GeneralClients, Engagements, Tasks, Deadlines, Billing
- EngagementsEngagements, Tasks, Reviews, Deadline Center
- Client ManagementClients, Health Scores, Communication Log
- Time & BillingBilling, Engagements, Tasks
- Team ResourcesTeam, Tasks, Engagements
- Business PerformanceClients, Billing, Health, Campaigns
- Documents & SignaturesDocuments, Deadline Center
- Firm AdministrationTeam, Automation Rules
Built-in quick prompts
- "What needs partner attention this week?"
- "Summarize risky clients and recommended next actions."
- "Which engagements are at risk based on deadlines and budget?"
- "Draft a concise client follow-up plan for open deadlines."
Proposal typeLive
Create Task
AI spots the work that needs doing. One click turns it into a real task on the right engagement.
Proposal typeLive
Create Deadline
AI flags the deadline risk. You review and add it to your deadline centre in seconds.
Proposal typeLive
Update Engagement
AI recommends the status or field change. You approve and it is applied instantly.
Proposal typeLive
Relationship Note
Capture key client insights from AI analysis and save them as a structured relationship note.
Proposal typeLive
Draft Client Message
AI writes the follow-up or update message. You read, edit if needed, and send with confidence.
Proposal typeLive
Draft Campaign
AI builds a targeted campaign from your firm data. You review and launch it.
Proposal typeLive
Review Note
Attach AI-generated observations directly to an engagement review without leaving the workflow.
Proposal typeLive
Billing Note
Capture billing decisions and write-off rationale from AI analysis before it slips your mind.
OCR Invoice AI
Scan an invoice.
Get a purchase bill ready to post.
Drop a pile of supplier invoices and let AI do the reading. It pulls out the vendor, amounts, line items, and tax codes, matches them to your existing records, and creates a purchase bill that is ready to review and post in one click.
Accepts PDF, JPG, PNG, WEBP
Up to 20 files per upload, 10 MB per file.
Extracts vendor, amounts, line items, tax
Gemini-powered extraction with confidence scoring.
Matches to your existing suppliers and tax codes
Matched locally inside your account. Your supplier data never leaves your workspace.
Pre-fills the purchase bill form
Review, adjust, and post in seconds. What used to take minutes is now one click.
Reprocess if needed
One-click reprocessing if the first pass needs another try.
Invoice scan lifecycle
- UploadedFile received, queued for extraction
- ProcessingGemini AI reading the document
- ExtractedFields ready, review and create bill
- PostedBill created, source doc linked to transaction
- DiscardedUnwanted scan removed from queue
- FailedExtraction issue, one-click reprocess available
OCR credits consumed per use
1 credit / image page
1 credit / PDF page
4-pass matching engine
Direct Links
100% threshold
Exact reference match, auto-selected
Exact Amount + Date
90% threshold
Same amount and date window, auto-selected
Amount Match
75% threshold
Same amount, wider window, suggested for review
Fuzzy Match
60% threshold
Lower confidence, flagged for your decision
AI Reconciliation
Bank reconciliation used to take hours. Now it takes minutes.
Open the reconciliation workspace and run the AI matcher. It works through four passes of matching logic, pre-selects everything it is confident about, and neatly flags the rest for your review. You apply in one click.
- High-confidence matches auto-selected, no manual work needed
- Lower-confidence items clearly flagged for your review
- Unmatched items highlighted so nothing gets missed
- Apply all selected matches with a single click
- You always control what gets posted
Bookkeeping AI
Included in Bookkeeping Growth and Bookkeeping Professional. Token usage metered per client.
Firm AI Copilot
Included in every firm plan. 500K to 10M tokens/month depending on the plan. Separate pool from Bookkeeping AI.
OCR Invoice AI
Growth: 50 credits/mo · Professional: 100 credits/mo.
All AI usage is visible in your dashboard. No hidden overages. You always know exactly what is being used.