The data entry does itself.
Scan a bill and the fields fill in. Import a statement and the lines come back categorised. Reminders go out on their own. Everything is proposed to you first — you approve, we post.
Your team is doing work a machine should already have done.
Typing bills off a photo, tagging bank lines one by one, chasing the same customer every month. It is slow, it is error-prone, and nobody enjoys it.
Every vendor bill gets keyed twice — once by the person who took the photo and once by whoever fixes the typo later.
A vendor resends an invoice, it gets booked again, and the double payment surfaces months later during reconciliation.
Overdue follow-ups depend on someone remembering. When the week gets busy, the cash simply does not come in.
Automation that assists, never overrules
Each of these does the heavy lifting and then hands you a draft to check. Nothing hits your ledger without a human saying yes.
Upload a photo or PDF and we read the vendor, date, amount, tax and line items into a draft bill for you to confirm.
We flag bills that look like one you have already booked — same vendor, same number, same amount — before you pay twice.
Imported statement lines are matched to accounts and parties using your own past decisions, then queued for a one-click record.
Set the schedule once. Subscriptions, rent and retainers raise themselves on time, every cycle, with the right numbers.
Overdue customers get followed up automatically on a schedule you define, over WhatsApp or email, until they pay.
Ask where a number came from or how to do something and Copilot answers from your knowledge base without leaving the screen.
Propose, review, post
The same three beats behind every automation in Accountieons.
Where the time actually goes back
Snap a vendor bill on your phone and upload it. We extract the vendor, bill number, date, taxable value, GST and totals into a draft, check it against what you have already booked, and warn you if it looks like a duplicate. You glance, correct anything odd, and post.
Import a statement and every debit and credit comes back with a suggested account, party and category based on the merchant and on how you categorised similar lines before. Accept them one by one, or select a batch and record the lot together.
Sixteen business milestones — invoice raised, payment received, bill due, statement imported and more — can each notify the right people over email, WhatsApp or push. Overdue invoices move into a dunning schedule and keep nudging until the money lands.
Fewer keystrokes, cleaner books
Automation is only worth it if the output is trustworthy. Every suggestion is reviewable, editable and traceable.
Automation runs on top of your real data
Nothing here is a bolt-on. It reads the same ledger, parties and documents as the rest of the platform.
Questions about the automation
No. Everything is proposed as a draft — an OCR bill, a suggested category, a reminder message. A person reviews and approves before it reaches your ledger or your customer.
Accuracy depends on the quality of the scan. Clear PDFs and sharp photos read very well; faded thermal receipts need more correction. The draft is always editable, so a bad read costs you a moment, not an error.
We compare a new bill against what you have already booked — same vendor, same bill number, close amounts and dates — and raise a warning. You decide whether it is a genuine duplicate or a legitimate repeat.
Yes. Suggestions draw on how you have categorised similar merchants and descriptions before, so the more you use it, the less you correct.
Yes. Milestones, reminder channels and recurring schedules are each configurable, so you can run everything, a few things, or nothing at all.