- Which file formats can I upload?
- CSV and XLSX exports, PDF statements, and JPG or PNG images are supported. Values extracted from PDF or image files must be reviewed and confirmed before an accounting review can run.
- What happens to my file?
- In the default Analyze-only mode the file is read in your browser and never uploaded. If you choose Save to workspace, it is stored in private storage only your account can read, and you can delete it at any time.
- Do you see my bank login or connect to my accounting software?
- No. There are no bank feeds, no open banking, and no QuickBooks or Xero logins anywhere in the product.
- Is this accounting or tax advice?
- No. Every finding, including sales tax items, is a potential accounting matter requiring review. It is not a filing conclusion or a substitute for advice from a qualified professional.
- Does the AI do the maths?
- No. Balances, differences, matching and duplicate detection are calculated by the application using exact decimal arithmetic. AI only writes the plain-language explanation of a result already produced.
- Are my documents used to train AI models?
- No. The assistant receives only the figures and findings for the accounting review you completed, and your information is not used for model training.
- What if my file is in a different currency?
- We never convert currencies. If a file's stated currency differs from your business jurisdiction, you get a warning and the amounts stay exactly as your file stated them.
- How accurate is the matching?
- Transactions are matched using exact amounts, a date window of up to ten days, and description similarity. Timing differences are identified separately from potential discrepancies, and each finding includes a confidence level.