Accounting practice · SME · 15 people
Read client receipts, post them, reconcile, close the month sooner
Clients send photos of receipts on LINE → AI reads them, categorises, posts them, reconciles against the statement and chases what is missing
Work in
Receipts into the books+ human approval
To the customer
A person approves before it ever reaches the customer· drag to rotate
Example: Receipts into the books
LIVE DEMO1 · Work arrives
2 · The AI agent does it
- An AI agent reads the receipt, pulls the tax ID, VAT and account category, posts the entry and reconciles it against the statement automatically
- On the 25th it lists what is still missing and messages the client itself; accountants only review entries the system is unsure about
- Connects to LINE OA
- Connects to Accounting software
3 · You just approve
Anything below the confidence threshold must pass an accountant before it is posted, and every entry can be traced back
Result
2 days
Monthly close
2 days
Monthly close
was 5 days
×2
Clients per staff member
more clients, no new hires
-70%
Missing docs at close
chased automatically
Before · through 4 hand-offs, each waiting on someone free
Today
4 steps, all by hand- 1Clients send piles of receipt photos into LINE
- 2Staff key them one by one into the accounting software
- 3Month-end reconciliation done by hand
- 4Missing paperwork chased client by client over chat
With keelz
2 steps- 1An AI agent reads the receipt, pulls the tax ID, VAT and account category, posts the entry and reconciles it against the statement automatically
- 2On the 25th it lists what is still missing and messages the client itself; accountants only review entries the system is unsure about
This is what you actually get
What your team sees every day once it is running — a person still approves anything that matters (Delivered in 30 days)
You set the confidence threshold · anything below it never posts itself
An illustrative example — the names and figures are invented so you can see the shape of the work; the real thing is built around your business.
Where people decide
Anything below the confidence threshold must pass an accountant before it is posted, and every entry can be traced back
What it connects to
Delivered in 30 days
Other use cases
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