Applicazioni di IA per commercialisti e contabili

Applicazioni di questo settore

• Bank Feed Categorizer

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

• Receipt Data Extractor

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

• Supplier Invoice Parser

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

• Overdue Invoice Chaser

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

• Journal Entry Builder

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

• Month End Close Plan

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

• Expense Claim Screener

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

• VAT Return Reviewer

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

• Missing Records Request

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

• Chart Of Accounts Mapper

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

• Payroll Variance Explainer

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

• Bookkeeping Health Score

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

• Aged Debt Prioritiser

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

• Payment Reminder Translator

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

• Engagement Letter Draft

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

• Supplier Statement Reconciler

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

• Capitalise Or Expense

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

• Billable Time Narrator

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

• Management Accounts Commentary

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

• Client Risk Rating

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

• Bank Reconciliation Investigator

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

• Trial Balance Sense Check

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

• Suspense Account Clearer

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

• Accrual And Prepayment Schedule

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

• Duplicate Payment Detector

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

• Three Way Match Check

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

• Payment Run Selector

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

• VAT Rate Classifier

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

• Credit Note Drafter

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

• Payslip Explainer Note

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

• Compliance Calendar Planner

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

• Audit Query Responder

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

• Accounting Policy Drafter

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

• Accounting Jargon Explainer

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

• Import Error Resolver

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

• Client Onboarding Planner

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

• Fee Proposal Writer

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

• Job Profitability Review

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

• Cash Flow Forecast Builder

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

• Catch Up Bookkeeping Plan

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

• Client Email Actioner

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

• Internal Control Review

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

• Loan Terms Extractor

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

• Foreign Invoice Translator

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

• Lender Pack Summary

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

• Process Note Writer

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

• Stock Valuation Reviewer

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

• Advisory Meeting Agenda

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

• Lease Schedule Extractor

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

• Fixed Asset Register Check

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

• Payroll Setup Extractor

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

• Ledger Anomaly Scan

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

• Filed Accounts Reader

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

• Bank Statement Digitiser

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

• Recurring Spend Finder

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

• Rental Statement Summariser

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

• Director Loan Review

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

• Revenue Recognition Splitter

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

• Receipt Photo Coder

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

• Ledger Screen Reader

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

• Daily Takings Reader

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

• Asset Existence Note

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

Domande su queste applicazioni

Un'applicazione può seguire il nostro modo di lavorare?

Sì. Ogni piano include un certo numero di applicazioni che puoi personalizzare, così campi e istruzioni seguono il tuo modo di lavorare.

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Solo il contenuto richiesto dai campi, come appunti, un messaggio o un estratto di documento. Non condividere più dati personali di quelli necessari all'attività.

Possiamo eseguire queste applicazioni dal nostro software?

Sì. L'API di Ultineo AI avvia qualsiasi applicazione che il tuo progetto può usare e ne restituisce la risposta quando l'esecuzione è completata.