All answers
Bookkeeping

Does this AI bookkeeping tool generate workpapers or a backup file for review?

22:24From the May 27 call · A Smart Ledger Demo, Quick Claude Builds, and Engagement Letter Questions

Workpaper functionality is still in development. There is currently a workpaper section where a PDF of workpapers can be downloaded, including who the reviewer was and when it was created. This is positioned as part of a premium tier ('Documents Pro') because it uses more tokens. A related premium feature can take non-bank-statement, non-credit-card PDFs (e.g., a closing document or signed HUD, sales report) and generate journal entries from them. More features in this area are still being built.

The full answer is members-only

Membership gets you this answer, the recording, and the rest of the library.

See membership

Already a member? Sign in