전문 서비스 · 회계·경리
회계사와 경리 담당자를 위한 AI 애플리케이션
은행 거래 내역을 분류하고, 영수증과 공급업체 청구서를 추출하고, 연체 고객에게 독촉하고, 월말 결산을 계획합니다.
이 애플리케이션이 맡는 업무
- 증빙 자료 입력
영수증이나 공급업체 청구서에서 데이터를 추출하고 은행 거래 내역의 각 줄을 분류합니다.
- 분개 준비 완료
설명으로 분개를 작성하고, 경비 청구를 사내 규정에 비추어 검토합니다.
- 월말도 차질 없이
월말 결산을 단계별로 계획하고, 기한이 지난 청구서에 대한 정중한 독촉 메일을 작성합니다.
이 업종의 애플리케이션
- Bank Feed Categorizer
Returns a suggested nominal account and confidence level for every line of a pasted bank feed.
Ministral 3 · 14B
- Receipt Data Extractor
Turns pasted receipt text into clean labelled expense fields ready for keying into the ledger.
Ministral 3 · 14B
- Supplier Invoice Parser
Pulls the payable fields out of a pasted supplier invoice and flags what would block a payment run.
Ministral 3 · 14B
- Overdue Invoice Chaser
Drafts a ready-to-send chase email for a specific overdue invoice at the tone you ask for.
Ministral 3 · 14B
- Journal Entry Builder
Converts a plain-English transaction into a balanced double-entry journal with a treatment note.
Ministral 3 · 14B
- Month End Close Plan
Produces a dated month-end close checklist grouped by cycle and assigned to a role.
Ministral 3 · 14B
- Expense Claim Screener
Gives an approve, query or reject verdict on each expense line with the policy clause behind it.
Granite 4 · 3B
- VAT Return Reviewer
Lists the review points and client questions raised by a VAT return before it is submitted.
Ministral 3 · 14B
- Missing Records Request
Writes a friendly client email listing exactly which records are still missing and by when.
Ministral 3 · 14B
- Chart Of Accounts Mapper
Maps a client's legacy account codes onto your standard chart of accounts with a confidence flag.
Ministral 3 · 14B
- Payroll Variance Explainer
Explains which employees moved between two payroll runs and by how much before approval.
Ministral 3 · 14B
- 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
- Aged Debt Prioritiser
Ranks this week's collection calls by expected cash recovered within the capacity you have.
Granite 4 · 3B
- Payment Reminder Translator
Translates a payment reminder or statement letter into the customer's language with the figures untouched.
Ministral 3 · 14B
- Engagement Letter Draft
Drafts the scope, responsibilities and fees sections of an accountancy engagement letter.
Ministral 3 · 14B
- Supplier Statement Reconciler
Splits a supplier statement against your purchase ledger into matched and unmatched items with the difference.
Ministral 3 · 14B
- Capitalise Or Expense
Gives a capitalise, expense or escalate verdict on a purchase with the account and depreciation to use.
Granite 4 · 3B
- Billable Time Narrator
Rewrites shorthand time log entries into client-facing billing narratives with the hours preserved.
Ministral 3 · 14B
- Management Accounts Commentary
Writes the commentary page of a monthly management pack from the figures you paste in.
Ministral 3 · 14B
- Client Risk Rating
Rates a prospective client's acceptance risk and lists the due diligence to complete first.
Ministral 3 · 14B
- Bank Reconciliation Investigator
Explains item by item why a bank balance and a cashbook balance disagree.
Ministral 3 · 14B
- Trial Balance Sense Check
Flags the balances on a trial balance that look wrong before the accounts are prepared.
Ministral 3 · 14B
- Suspense Account Clearer
Proposes a clearing treatment for every item left sitting in the suspense account.
Ministral 3 · 14B
- Accrual And Prepayment Schedule
Turns a list of costs spanning the period end into the accrual and prepayment entries to post.
Ministral 3 · 14B
- Duplicate Payment Detector
Highlights the payments in a listing that look like the same invoice paid twice.
Ministral 3 · 14B
- 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
- Payment Run Selector
Chooses which supplier invoices to settle in this run from the cash actually available.
Ministral 3 · 14B
- VAT Rate Classifier
Assigns a VAT treatment to each sales or purchase line using the rate table you supply.
Ministral 3 · 14B
- Credit Note Drafter
Writes the credit note wording and the covering email that goes to the customer.
Ministral 3 · 14B
- Payslip Explainer Note
Turns a payslip into a plain-language note the employee can actually understand.
Ministral 3 · 14B
- Compliance Calendar Planner
Builds a dated filing and payment calendar for a client from their year end and obligations.
Ministral 3 · 14B
- Audit Query Responder
Drafts the reply to an auditor's query together with the evidence you still need to gather.
Ministral 3 · 14B
- Accounting Policy Drafter
Writes the accounting policy notes for a set of financial statements from the facts you give.
Ministral 3 · 14B
- Accounting Jargon Explainer
Explains an accounting term or a figure from the accounts in language a business owner understands.
Ministral 3 · 14B
- Import Error Resolver
Explains why each rejected row of a bookkeeping import failed and exactly what to change.
Ministral 3 · 14B
- Client Onboarding Planner
Produces the requests, setup tasks and dates needed to take on a new bookkeeping client.
Ministral 3 · 14B
- Fee Proposal Writer
Turns a scoping conversation into a client-facing fee proposal with priced options.
Ministral 3 · 14B
- Job Profitability Review
Shows which jobs made money once their recorded costs are set against what was billed.
Ministral 3 · 14B
- Cash Flow Forecast Builder
Lays out a short-term cash forecast week by week from your known receipts and payments.
Ministral 3 · 14B
- Catch Up Bookkeeping Plan
Sequences a backlog of unposted months into a catch-up plan with a workable order of work.
Ministral 3 · 14B
- Client Email Actioner
Reduces a long client email or thread to the actions, questions and dates the bookkeeper needs.
Ministral 3 · 14B
- Internal Control Review
Scores a small business's bookkeeping controls and names the gaps worth closing first.
Ministral 3 · 14B
- Loan Terms Extractor
Pulls the accounting-relevant terms out of a pasted loan, lease or finance agreement.
Ministral 3 · 14B
- Foreign Invoice Translator
Translates a supplier invoice into the language you need with every figure left untouched.
Ministral 3 · 14B
- Lender Pack Summary
Summarises a set of accounts into the short narrative a lender or funder asks for.
Ministral 3 · 14B
- Process Note Writer
Writes a step-by-step procedure note for a bookkeeping routine so anyone can run it.
Ministral 3 · 14B
- Stock Valuation Reviewer
Reviews a stock listing for the valuation problems that would distort the year-end accounts.
Ministral 3 · 14B
- Advisory Meeting Agenda
Turns a client's latest numbers into the agenda and questions for an advisory meeting.
Ministral 3 · 14B
- Lease Schedule Extractor
Turns a signed lease into the dated figures a lease schedule actually needs.
Ministral 3 · 14B
- Fixed Asset Register Check
Flags the lines in a fixed asset register that will not survive a year-end review.
Ministral 3 · 14B
- Payroll Setup Extractor
Pulls a new starter's contract into the fields payroll has to key in.
Ministral 3 · 14B
- Ledger Anomaly Scan
Points at the postings in a ledger export that look wrong before anyone else spots them.
Ministral 3 · 14B
- Filed Accounts Reader
Turns a set of filed statutory accounts into the brief you need before meeting the client.
Ministral 3 · 14B
- Bank Statement Digitiser
Turns a PDF bank statement into a clean transaction table ready to import.
Ministral 3 · 14B
- Recurring Spend Finder
Shows which outgoings repeat every month and what they really cost over a year.
Ministral 3 · 14B
- Rental Statement Summariser
Turns a letting agent's statement into the property income and expense figures for the tax return.
Ministral 3 · 14B
- Director Loan Review
Sorts a director's loan account movements into business and personal and shows where the balance stands.
Ministral 3 · 14B
- Revenue Recognition Splitter
Turns a signed service contract into a month-by-month revenue and deferred income schedule.
Ministral 3 · 14B
- Receipt Photo Coder
Reads a photographed receipt and returns the coded expense line plus whether it supports a tax reclaim.
Ministral 3 · 14B
- Ledger Screen Reader
Explains what an accounting software screen is telling you and what to do next.
Ministral 3 · 14B
- Daily Takings Reader
Turns a photo of the end-of-day till report into the day's takings journal.
Ministral 3 · 14B
- 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
애플리케이션 작동 방식
- 업무 선택
각 애플리케이션은 해당 업종의 업무 하나를 맡으며, 한 문장으로 설명되어 있습니다.
- 필드 입력
애플리케이션이 요구하는 필드에 메모, 메시지, 문서 발췌를 붙여 넣습니다.
- 응답 활용
복사, 전송, 보관할 수 있는 구조화된 결과를 읽거나 Ultineo Reasoning API로 가져옵니다.
이 업무를 Ultineo Reasoning에 맡기세요
팀에 필요한 애플리케이션을 알려 주시면 액세스를 열어 드립니다.
이 애플리케이션에 관한 질문
네. 각 요금제에는 맞춤 설정할 수 있는 애플리케이션이 일정 수 포함되어 있어, 필드와 지침을 업무 방식에 맞출 수 있습니다.
메모, 메시지, 문서 발췌 등 필드에서 요구하는 내용만 입력하면 됩니다. 업무에 필요한 범위를 넘는 개인정보는 공유하지 마세요.
네. Ultineo Reasoning API는 프로젝트에서 사용할 수 있는 모든 애플리케이션을 실행하고, 실행이 완료되면 응답을 반환합니다.