Admin · AI Document Intake & Accounting Prep
AI Document Intake
Structured pre-accounting data · human validation required before export
All 23
Needs review 6
Duplicates 2
Validated 15
Supplier · DocumentAmount / VATCategoryConfidence
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{{ q.type }} · {{ q.date }}
{{ q.client }}
{{ q.amount }}
VAT {{ q.vat }}
{{ q.cat }}⟳ Possible duplicate
Review · Siam Makro PCL
96% confident
Extracted fields
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Once validated, entries sync to FlowAccount / Xero or export as CSV. AI never files without human approval.
Admin · Human Validation Queue
Validation Queue
Accountants review AI-extracted data before it touches the books
Queue states
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Human-in-the-loop
Nothing exports to the books until an accountant approves it.
{{ c.supplier }}
{{ c.meta }} · {{ c.client }}
Deadline impact
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Admin · Accounting Prep Queue
Accounting Prep Queue
Validated documents → draft accounting data → export to your tools
Client · PeriodDocumentsValidation progressStatusAction
{{ r.client }}
{{ r.period }}
{{ r.valid }} / {{ r.docs }} validated
{{ r.status }}
Validated periods export to FlowAccount, Xero, QuickBooks, or CSV / Excel. CAT keeps the workpapers; the accounting engine stays your tool of choice.
Admin · AI Knowledge Assistant
Knowledge Assistant
A support layer for staff — never an autonomous decision-maker
Quick actions
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Summarize Siam Fresh Foods and flag anything at risk this week.
C
Draft · requires accountant validation
Based on available client file data · not final tax advice
Ask about a client, SOP, or filing…
Admin · Automation rules & templates
Automation & Templates
Rules that trigger firm workflows — plus reusable document & message templates
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{{ k.value }}
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Automation rules
All
Active
Paused
{{ r.name }}{{ r.channel }}
When{{ r.trigger }}→{{ r.action }}
{{ r.stTxt }}
{{ t.name }}
{{ t.type }}{{ t.lang }}
Recent automated activity
Rules assist staff — anything touching filings or the books still needs human approval before it goes out.