Choose a client, book and period
Open the monthly workbench and prepare source evidence in documents, invoices or funds.
Finance workflows & trusted delivery
Organize clients and accounting books around documents, invoices, funds, accounting, vouchers, review, period close and report delivery.
Book a business diagnosisWork through suggestions and tasks
Inspect recognition, accounting items, exceptions and next actions. Configured runners process their assigned tasks.
Review, post and deliver
Finance staff validate evidence and suggestions, review vouchers and approvals, then post, close and deliver ledgers and reports within their permissions.
01 /Live
Finance workflows & trusted delivery
FinanceOS
Organize clients and accounting books around documents, invoices, funds, accounting, vouchers, review, period close and report delivery.
FinanceOS / Live
Open applicationFinance workflows & trusted delivery
Finance, bookkeeping and tax service teams
Work for digital coworkers
FinanceOS
- Invoice recognition and structured evidence
- Accounting suggestions and voucher preparation
- Missing evidence, exceptions and close checks
Human handoff
Professionals decide invoice corrections, accounting judgments, voucher review and significant tax actions. The coworker directory explains the collaboration model.
What to do after login01 02 03
Choose a client, book and period
Open the monthly workbench and prepare source evidence in documents, invoices or funds.
Work through suggestions and tasks
Inspect recognition, accounting items, exceptions and next actions. Configured runners process their assigned tasks.
Review, post and deliver
Finance staff validate evidence and suggestions, review vouchers and approvals, then post, close and deliver ledgers and reports within their permissions.