CPA Pilot

streams daily bank and credit‑card transactions into Google Sheets with ML‑based categorisation, helping your firm standardize bookkeeping and accelerate reporting.

plugs machine‑learning models into Excel for predictive analytics, credit scoring, and demand forecasting so your firm makes more informed, data‑driven advisory decisions.

uses machine learning to forecast demand, revenue, and expenses so your firm makes more accurate financial plans and supports advisory growth.

automates AP and AR with agentic AI achieving high auto-match and posting rates so your firm speeds cash application and strengthens financial operations.