


Company setup, chart of accounts, vouchers, AR/AP, tax, reconciliation, reports, and audit trails.
CRM, proposals, projects, documents, client portal, forms, and automations stay connected to the books.
Explain reports, draft reminders, suggest matches, map imports, and summarize documents with approval controls.
Roles, maker-checker approvals, period locks, tenant audit, APIs, webhooks, and secure imports.
Import bank statements, review suggested matches, accept or reject lines, create adjustments, and preserve a full reconciliation history.
Review P&L, balance sheet, general ledger, trial balance, cash flow, AR/AP aging, and tax workpapers with drill-down context.
Respect voucher-style accounting, GST workflows, banking, reports, and inventory direction while adding browser-first collaboration.
Use roles, maker-checker approvals, period locks, reversals, audit trails, bank masking, API scopes, and human-approved AI actions.
