Products

PDFExcel turns any PDF into a clean spreadsheet — built specifically for finance and accounting workflows. Most "AI PDF extractors" send your document to a generic chatbot and hope for the best. PDFExcel uses purpose-trained extraction models that understand document structure, not just text. That's why it hits 99%+ accuracy on real-world accounting documents where other tools fall apart. Use cases: AP invoice processing, bank statement reconciliation, 1099/K-1/W-2 batch extraction, expense re

ConfirmPilot is audit confirmation software built by a former auditor. It replaces the Word letters, one-by-one Outlook emails and spreadsheet trackers that eat up busy season. Generate standard confirmation letters for banks, loans, receivables, payables, legal, custodians, fund and nonprofit confirmations from your details. Clients sign online through a secure link or return a signed PDF, and signed pages are matched back automatically. Confirmations are checked and batch-sent from your own O

Bear is a specialized provider of AI agents designed to help banks automate compliance, lending, and servicing operations. Tailored for regulated financial institutions, Bear's solutions enhance efficiency and ensure adherence to industry standards. Key Features and Functionality: - Compliance Monitoring: Automates loan file reviews across multiple federal regulations, including UDAAP, SCRA, FDPA, Reg Z, EFT, and TCPA. Generates examiner-ready workpapers and covers a broader range than traditi

Truewind is an AI-powered accounting platform designed to automate and streamline financial workflows for accounting firms, finance teams, and startups. By leveraging advanced artificial intelligence, Truewind reduces manual tasks, enhances accuracy, and accelerates the month-end close process, allowing professionals to focus on strategic initiatives. Key Features and Functionality: - AI-Powered Bookkeeping: Automates transaction categorization, account reconciliation, and workpaper preparatio

Marble is an AI-powered research assistant tailored specifically for tax professionals, designed to deliver citation-backed answers in minutes. By streamlining complex tax research and drafting tasks, Marble enables practitioners to focus more on client engagement and strategic advisory services. Key Features and Functionality: - Tax Research: Pose any federal or state tax question in plain English and receive instant, citation-backed answers grounded in authoritative tax sources. - Draft Corr

Agentive is an AI-driven platform designed to streamline the auditing process by automating client requests and testing procedures. It offers a collaborative workspace where auditors and clients can manage engagements efficiently, ensuring clarity and reducing manual efforts. By integrating advanced AI capabilities, Agentive enhances the accuracy and speed of audit tasks, transforming traditional auditing into a more intuitive and effective experience. Key Features and Functionality: - Client

Black Ore is an AI-driven platform designed to revolutionize tax preparation for Certified Public Accountants (CPAs) and accounting firms. Its flagship product, Tax Autopilot, automates the complex 1040 tax preparation process, transforming preparers into reviewers and reviewers into advisors. By integrating proprietary AI technology with federal and state tax codes, Black Ore significantly reduces the time and effort required for tax preparation, allowing CPAs to focus on efficiently growing th

BytesHood Accounting Practice Suite is practice management software built for U.S. tax and accounting firms. One subscription includes six connected systems that share a single Client Master, so each client is entered once and used everywhere. Client Management keeps individual and business clients, return status by tax year, a firm-wide work queue and a calendar synced with Google and Microsoft. Payroll Tax Manager turns each client's federal and state deposit rules into due dates, sends payro