My AI Employee for accounting teams
Client document intake, review queues, and supervised accounting workflows for firms moving beyond shared inboxes and manual follow-up.
Built for supervised accounting operations
My AI Employee helps firms collect client documents, organize review queues, and keep accounting work moving with human approval where it matters.
Document intake workspace. Collect client files without chasing attachments across inboxes.
Client QR codes, mobile uploads, and review queues keep incoming documents tied to the right client and organization.
Public upload links resolve scope server-side so firms do not depend on client-provided organization identifiers.
Documents and suggested accounting rows stay supervised until a team member accepts or corrects them.
Queues and reports make missing documents, pending batches, and export readiness easier to scan.
Export-ready review. Move from collected files to accountant-ready outputs.
Structured review states and export preparation help teams keep pre-accounting work traceable before it leaves the app.
Compare uploaded material against the documents each client is expected to provide.
Keep uncertain fields visible instead of inventing data that should be reviewed.
Review accepted rows before creating export files for downstream accounting tools.
Pricing
Choose the plan that matches your firm's client and document volume.
30-day trial, no card required. No commitment. Pay only when you upgrade.
Free
- Up to 3 clients
- 30 invoices or documents per month
- Limited monthly processing
- Upload and process documents
Starter
- Up to 15 clients
- 2 included users
- 500 invoices or documents per month
- Captura, document control, and pre-accounting review
Despacho
- Up to 50 clients
- 5 included users
- 2,000 invoices or documents per month
- Pattern analysis and supervised routines
Pro
- Up to 200 clients
- 15 included users
- 8,000 invoices or documents per month
- Priority processing and onboarding session
Enterprise
- 300+ clients
- Custom users, documents, and processing guardrails
- Dedicated support and rollout planning
Frequently asked questions
Do you have any questions? We have got you covered.