Aplicativos de IA para contadores e escritórios de contabilidade

Aplicativos desta área de atuação

• B

  Bank Feed Categorizer

  Returns a suggested nominal account and confidence level for every line of a pasted bank feed.

  Ministral 3 · 14B

• R

  Receipt Data Extractor

  Turns pasted receipt text into clean labelled expense fields ready for keying into the ledger.

  Ministral 3 · 14B

• S

  Supplier Invoice Parser

  Pulls the payable fields out of a pasted supplier invoice and flags what would block a payment run.

  Ministral 3 · 14B

• O

  Overdue Invoice Chaser

  Drafts a ready-to-send chase email for a specific overdue invoice at the tone you ask for.

  Ministral 3 · 14B

• J

  Journal Entry Builder

  Converts a plain-English transaction into a balanced double-entry journal with a treatment note.

  Ministral 3 · 14B

• M

  Month End Close Plan

  Produces a dated month-end close checklist grouped by cycle and assigned to a role.

  Ministral 3 · 14B

• E

  Expense Claim Screener

  Gives an approve, query or reject verdict on each expense line with the policy clause behind it.

  Granite 4 · 3B

• V

  VAT Return Reviewer

  Lists the review points and client questions raised by a VAT return before it is submitted.

  Ministral 3 · 14B

• M

  Missing Records Request

  Writes a friendly client email listing exactly which records are still missing and by when.

  Ministral 3 · 14B

• C

  Chart Of Accounts Mapper

  Maps a client's legacy account codes onto your standard chart of accounts with a confidence flag.

  Ministral 3 · 14B

• P

  Payroll Variance Explainer

  Explains which employees moved between two payroll runs and by how much before approval.

  Ministral 3 · 14B

• B

  Bookkeeping Health Score

  Scores the state of a client's books out of 100 and names the findings that cost the most points.

  Ministral 3 · 14B

• A

  Aged Debt Prioritiser

  Ranks this week's collection calls by expected cash recovered within the capacity you have.

  Granite 4 · 3B

• P

  Payment Reminder Translator

  Translates a payment reminder or statement letter into the customer's language with the figures untouched.

  Ministral 3 · 14B

• E

  Engagement Letter Draft

  Drafts the scope, responsibilities and fees sections of an accountancy engagement letter.

  Ministral 3 · 14B

• S

  Supplier Statement Reconciler

  Splits a supplier statement against your purchase ledger into matched and unmatched items with the difference.

  Ministral 3 · 14B

• C

  Capitalise Or Expense

  Gives a capitalise, expense or escalate verdict on a purchase with the account and depreciation to use.

  Granite 4 · 3B

• B

  Billable Time Narrator

  Rewrites shorthand time log entries into client-facing billing narratives with the hours preserved.

  Ministral 3 · 14B

• M

  Management Accounts Commentary

  Writes the commentary page of a monthly management pack from the figures you paste in.

  Ministral 3 · 14B

• C

  Client Risk Rating

  Rates a prospective client's acceptance risk and lists the due diligence to complete first.

  Ministral 3 · 14B

• B

  Bank Reconciliation Investigator

  Explains item by item why a bank balance and a cashbook balance disagree.

  Ministral 3 · 14B

• T

  Trial Balance Sense Check

  Flags the balances on a trial balance that look wrong before the accounts are prepared.

  Ministral 3 · 14B

• S

  Suspense Account Clearer

  Proposes a clearing treatment for every item left sitting in the suspense account.

  Ministral 3 · 14B

• A

  Accrual And Prepayment Schedule

  Turns a list of costs spanning the period end into the accrual and prepayment entries to post.

  Ministral 3 · 14B

• D

  Duplicate Payment Detector

  Highlights the payments in a listing that look like the same invoice paid twice.

  Ministral 3 · 14B

• T

  Three Way Match Check

  Compares an order, a delivery note and an invoice and says whether the invoice can be passed for payment.

  Ministral 3 · 14B

• P

  Payment Run Selector

  Chooses which supplier invoices to settle in this run from the cash actually available.

  Ministral 3 · 14B

• V

  VAT Rate Classifier

  Assigns a VAT treatment to each sales or purchase line using the rate table you supply.

  Ministral 3 · 14B

• C

  Credit Note Drafter

  Writes the credit note wording and the covering email that goes to the customer.

  Ministral 3 · 14B

• P

  Payslip Explainer Note

  Turns a payslip into a plain-language note the employee can actually understand.

  Ministral 3 · 14B

• C

  Compliance Calendar Planner

  Builds a dated filing and payment calendar for a client from their year end and obligations.

  Ministral 3 · 14B

• A

  Audit Query Responder

  Drafts the reply to an auditor's query together with the evidence you still need to gather.

  Ministral 3 · 14B

• A

  Accounting Policy Drafter

  Writes the accounting policy notes for a set of financial statements from the facts you give.

  Ministral 3 · 14B

• A

  Accounting Jargon Explainer

  Explains an accounting term or a figure from the accounts in language a business owner understands.

  Ministral 3 · 14B

• I

  Import Error Resolver

  Explains why each rejected row of a bookkeeping import failed and exactly what to change.

  Ministral 3 · 14B

• C

  Client Onboarding Planner

  Produces the requests, setup tasks and dates needed to take on a new bookkeeping client.

  Ministral 3 · 14B

• F

  Fee Proposal Writer

  Turns a scoping conversation into a client-facing fee proposal with priced options.

  Ministral 3 · 14B

• J

  Job Profitability Review

  Shows which jobs made money once their recorded costs are set against what was billed.

  Ministral 3 · 14B

• C

  Cash Flow Forecast Builder

  Lays out a short-term cash forecast week by week from your known receipts and payments.

  Ministral 3 · 14B

• C

  Catch Up Bookkeeping Plan

  Sequences a backlog of unposted months into a catch-up plan with a workable order of work.

  Ministral 3 · 14B

• C

  Client Email Actioner

  Reduces a long client email or thread to the actions, questions and dates the bookkeeper needs.

  Ministral 3 · 14B

• I

  Internal Control Review

  Scores a small business's bookkeeping controls and names the gaps worth closing first.

  Ministral 3 · 14B

• L

  Loan Terms Extractor

  Pulls the accounting-relevant terms out of a pasted loan, lease or finance agreement.

  Ministral 3 · 14B

• F

  Foreign Invoice Translator

  Translates a supplier invoice into the language you need with every figure left untouched.

  Ministral 3 · 14B

• L

  Lender Pack Summary

  Summarises a set of accounts into the short narrative a lender or funder asks for.

  Ministral 3 · 14B

• P

  Process Note Writer

  Writes a step-by-step procedure note for a bookkeeping routine so anyone can run it.

  Ministral 3 · 14B

• S

  Stock Valuation Reviewer

  Reviews a stock listing for the valuation problems that would distort the year-end accounts.

  Ministral 3 · 14B

• A

  Advisory Meeting Agenda

  Turns a client's latest numbers into the agenda and questions for an advisory meeting.

  Ministral 3 · 14B

• L

  Lease Schedule Extractor

  Turns a signed lease into the dated figures a lease schedule actually needs.

  Ministral 3 · 14B

• F

  Fixed Asset Register Check

  Flags the lines in a fixed asset register that will not survive a year-end review.

  Ministral 3 · 14B

• P

  Payroll Setup Extractor

  Pulls a new starter's contract into the fields payroll has to key in.

  Ministral 3 · 14B

• L

  Ledger Anomaly Scan

  Points at the postings in a ledger export that look wrong before anyone else spots them.

  Ministral 3 · 14B

• F

  Filed Accounts Reader

  Turns a set of filed statutory accounts into the brief you need before meeting the client.

  Ministral 3 · 14B

• B

  Bank Statement Digitiser

  Turns a PDF bank statement into a clean transaction table ready to import.

  Ministral 3 · 14B

• R

  Recurring Spend Finder

  Shows which outgoings repeat every month and what they really cost over a year.

  Ministral 3 · 14B

• R

  Rental Statement Summariser

  Turns a letting agent's statement into the property income and expense figures for the tax return.

  Ministral 3 · 14B

• D

  Director Loan Review

  Sorts a director's loan account movements into business and personal and shows where the balance stands.

  Ministral 3 · 14B

• R

  Revenue Recognition Splitter

  Turns a signed service contract into a month-by-month revenue and deferred income schedule.

  Ministral 3 · 14B

• R

  Receipt Photo Coder

  Reads a photographed receipt and returns the coded expense line plus whether it supports a tax reclaim.

  Ministral 3 · 14B

• L

  Ledger Screen Reader

  Explains what an accounting software screen is telling you and what to do next.

  Ministral 3 · 14B

• D

  Daily Takings Reader

  Turns a photo of the end-of-day till report into the day's takings journal.

  Ministral 3 · 14B

• A

  Asset Existence Note

  Writes the file note recording that you saw an asset, where it was and what condition it is in.

  Ministral 3 · 14B

Perguntas sobre esses aplicativos

Um aplicativo pode seguir o nosso jeito de trabalhar?

Sim. Cada plano inclui uma quantidade de aplicativos que você pode personalizar, para que os campos e as instruções sigam a sua própria prática.

O que precisamos fornecer?

Apenas o conteúdo que os campos pedem, como anotações, uma mensagem ou um trecho de documento. Não compartilhe mais dados pessoais do que a tarefa exige.

Podemos executar esses aplicativos a partir do nosso próprio software?

Sim. A API do Ultineo Reasoning inicia qualquer aplicativo que o seu projeto pode usar e retorna a resposta quando a execução termina.