The Future of Bookkeeping:
Automated, Accurate, and Efficient
Discover how our AI-driven bookkeeping solution automates tasks, improves accuracy, and provides
valuable financial insights
Step 1
Data Capture
Receipt Capture: Use OCR technology to capture and categorize receipts, bills, and invoices automatically.
Bank Feeds: Sync bank accounts and credit cards to import transactions in real-time.
Payroll Entries: Seamlessly integrate with payroll systems for automatic journal entries.
Integration: We seamlessly connect to your existing accounting softwares like Quickbooks, Xero and Zohobooks.
Step 2
Transaction Categorization
AI-Powered Categorization: Automatically categorize transactions using machine learning.
Adaptive Learning: System improves categorization accuracy over time.
Real-Time Collaboration: Resolve ambiguous transactions efficiently with client input.
Step 3
Dynamic Journal Entry Creation
Automated Entries: Generate recurring and standard journal entries automatically.
Prepaid Expense Automation: Track and amortize prepaid expenses.
Automated Revenue Recognition: Recognize revenue based on predefined rules.
Step 4
Reconciliation
AI-Powered Categorization: Automatically categorize transactions using machine learning.
Adaptive Learning: System improves categorization accuracy over time.
Real-Time Collaboration: Resolve ambiguous transactions efficiently with client input.
Step 5
Depreciation and Amortization Automation
Asset Lifecycle Tracking: Monitor and update fixed asset values automatically.
Customizable Methods: Apply various depreciation methods as per accounting standards.
Scheduled Entries: Generate depreciation entries on predefined schedules.
Step 6
Proactive Error Detection and Correction
Anomaly Detection: Identify unusual transactions or patterns with AI.
Real-Time Alerts: Receive instant notifications for potential issues.
Suggested Corrections: Get intelligent recommendations for resolving errors.
Continuous Monitoring: Ensure data accuracy and completeness with ongoing analysis.
Step 7
Reporting and Insights
Real-Time Reporting: Instantly generate P&L statements, balance sheets, and cash flow statements.
Custom Dashboards: Monitor key financial metrics with personalized dashboards.
Predictive Analytics: Use AI to forecast future financial performance and identify trends.
Step 8
Compliance and Audit Support
Automated Audit Trails: Maintain comprehensive logs of all financial activities.
Regulatory Compliance: Built-in checks for various accounting standards (GAAP, IFRS, etc.).
Data Security: Bank-grade encryption and access controls for sensitive data.
Take care of clients, teams and business
execution from one place
Your office is comprehensively at your fingertips.
Clienter Technologies Pvt Ltd
suhaib@clienter.ai
+91 9740528587
Clienter Technologies Pvt Ltd
suhaib@clienter.ai
+91 8105091925