What it does
Automatic bank feeds where the country supports them (India uses statement upload instead), AI-assisted categorization, and a reconcile screen that matches transactions to invoices and bills and auto-matches the large majority of them. Gateway settlements from Razorpay, Stripe, PayPal, and GooglePay flow in as notifications.
Who cares
This is often the single most persuasive demo. Reconciliation is the chore every bookkeeper hates, and seeing it mostly done automatically sells itself.
Show this
- The reconcile screen auto-matching a batch of bank transactions.
- For India: a bank statement upload (PDF or Excel) parsed by AI and reconciled — India has no bank feeds.
- For the US: a Plaid-connected account pulling transactions live.