Every document, every line item —
reviewed with confidence.
FinzAI extracts invoices, receipts and bank statements with AI, then shows your team the confidence score and validation status for every line — before anything reaches your client’s accounts.
No credit card required. Set up in under an hour.
AI that shows its work — not just its output
Most bookkeeping tools extract data and push it straight to your accounting software. FinzAI works differently. Every extracted field carries a confidence score. Every line item shows a validation status — verified, warning or flagged — with the reason why, in plain English. Your team sees exactly what the AI found and how certain it is before approving anything.
Per-line confidence scores
See how certain the AI is about every extracted value — supplier, amount, VAT, line item.
Validation states with reasons
Verified, warning or error — and always a plain-English reason so your team knows what to check.
Immutable audit trail
Every field edit, approval and rejection logged with the user's name and timestamp.
From document submission to accounting software — with your team in control at every step
FinzAI is not a set-and-forget tool. It is a structured review pipeline where the AI does the extraction work and your team makes the decisions.
- 1
Capture
Upload invoices, receipts and bank statements. Duplicate detection prevents double-processing.
- 2
Extract
AI reads every document. Each field and line item carries a confidence score and validation status.
- 3
Review
Your team works the Kanban board — edit, approve, reject. Every action logged to the audit trail.
- 4
Sync
Approved documents push to QuickBooks Online or Xero, with your account mapping applied.
- 1
Capture
Upload invoices, receipts and bank statements. Duplicate detection prevents double-processing.
- 2
Extract
AI reads every document. Each field and line item carries a confidence score and validation status.
- 3
Review
Your team works the Kanban board — edit, approve, reject. Every action logged to the audit trail.
- 4
Sync
Approved documents push to QuickBooks Online or Xero, with your account mapping applied.
EXTRACTION QUALITY
See what the AI extracted — and how confident it is
FinzAI assigns a confidence score to the entire document and a validation state to each extracted line item. Your team can see at a glance which lines need attention and why — without opening every document manually. Inline editing lets any field or line item be corrected in place, and every correction is captured in the audit trail.
- Per-document confidence score (0–100%)
- Per-line validation: verified, warning, error, accepted, rejected — with reasons
- Inline field and line-item editing
- Line-item extraction always included — no credit metering
REVIEW WORKFLOW
A review process your entire team can follow
Every document enters the pipeline in the Extracted column. Your team moves it through Under Review to Approved — or rejects it with a reason. Drag and drop, bulk actions, or individual review: the workflow fits how your practice operates. Nothing leaves the pipeline without a deliberate approval.
- Visual Kanban board — Extracted, Under Review, Approved, Ready to Sync, Rejected
- Bulk approve or reject up to 50 documents
- Every approval logged with user name and timestamp
- Client-scoped pipeline per company
GOVERNANCE & COMPLIANCE
A complete record of every decision — automatically
The FinzAI audit trail writes an immutable record of every field edit, status change, approval and rejection. Each entry shows the user’s name, the timestamp, and the old and new value. When a client query or compliance review arrives, your practice has the answer ready.
- User-attributed change history on every document
- Old and new value recorded for every field edit
- GDPR data export and deletion built in
- Role-based access: Partner, Manager, Staff, Client
WORKS WITH THE TOOLS YOUR PRACTICE RELIES ON
- QuickBooks Online
- Xero
- Companies House
- VT Transaction+
- Microsoft
QuickBooks Online and Xero integrations live today. More on the roadmap — see what’s coming →
- [PLACEHOLDER — verified metric required before launch]
- documents processed
- [PLACEHOLDER — verified metric required before launch]
- UK accounting practices
- Full audit trail
- every document
[PLACEHOLDER — supply real quote, name, role, practice name, written permission before launch]
[PLACEHOLDER] · [PLACEHOLDER], [PLACEHOLDER]
[PLACEHOLDER — supply real quote, name, role, practice name, written permission before launch]
[PLACEHOLDER] · [PLACEHOLDER], [PLACEHOLDER]
Ready to see how FinzAI fits your practice?
Book a 30-minute demo. We'll walk you through live extraction, the review workflow and how it connects to your accounting software.
Frequently asked questions
Invoices, receipts and bank statements. All three are fully supported, with header fields and line items extracted and validated. Line-item extraction is always included in your subscription — there is no additional credit metering.
QuickBooks Online and Xero are live today, with per-company account mapping, push history and sync status per document. Companies House and VT Transaction+ export are also live. We are expanding the integration library — see the roadmap.
Most tools extract and auto-publish to your accounting software, leaving your team to find errors later. FinzAI surfaces a confidence score on every document and a validation state on every extracted line, with a plain-English reason. Your team reviews and approves before anything reaches your client's accounts.
Yes. FinzAI is built around a multi-company architecture. Each client has its own document pipeline, integration connections and access controls. Your team switches between clients from a single interface.
Every field edit, status change, approval and rejection is written to an immutable audit trail — with the user's name, the timestamp, and the before and after value. GDPR data export and deletion tools are also built in.