Use case · Accounting document search
Accounting document search
Invoices and financial documents live across the accounting system, email, and shared drives.
Documents involved
InvoicesStatementsAged receivables and payablesLedger reportsTax documents
Questions you can ask
“Show me unpaid invoices for this customer.
“Find all supplier invoices over $5,000.
“Summarise GST documents for last quarter.
Benefits
- Find any invoice or statement instantly
- Answer finance questions with source proof
- Reconcile across documents in one question