Open accounting recipe
Follow the client review workflow.
Accounting guide
Organise approved client documents and business context into exceptions and questions for a qualified reviewer.
Confirm client approval, purpose and data-handling requirements. Aroai's business tools do not provide automatic access to the client's accounting platform.
Retain original references, organise records by review status and make missing or inconsistent inputs explicit.
The output is a preparation aid. A responsible accountant checks the source records and determines the accounting treatment.
Local intelligence. Ready to build.
Connect a compatible client, choose a workflow and review the source fields that come back.