Case study · Accounting & AI
Agleam Labs Accounting & AI
Our own accounting platform with AI built in: it reads bills and receipts, suggests categories, matches bank transactions, and answers questions about the numbers in plain language.
- Designed for
- Small and mid-sized businesses | Finance teams | Accountants
- Business framework
- Double-entry accounting | AI document capture | Assisted reconciliation
The challenge
Bookkeeping still eats hours of manual work: typing in bills and receipts, coding each transaction, matching bank lines to invoices, and building reports before anyone can see where the business stands.
What we built
Agleam Labs built an accounting platform with AI in the everyday workflow. Documents are read and turned into draft entries, transactions arrive with suggested categories and matches, and owners can ask questions about their finances instead of digging through reports. A person reviews and approves every entry the AI prepares.
Key features
How the platform works.
-
01
AI document capture
Bills and receipts are read automatically and turned into draft entries for review.
-
02
Smart categorisation
Transactions arrive with suggested accounts, learned from how the business books its entries.
-
03
Assisted reconciliation
Bank lines are matched to invoices and bills, with exceptions flagged for a person to check.
-
04
Ask your numbers
Plain-language questions about revenue, expenses, and cash, answered from the ledger.
- Web application
- Double-entry ledger
- AI and machine learning
- Cloud hosting
Need something like this?
Tell us about the system you need. We will come back with a direction, a timeline, and a first estimate.