Inputs, outputs and the decisions a person makes
Start with the invoices, receipts or bank statements you already have. Finday.ai prepares drafts and points out the items that need a check. Output for posting or export follows the format and mapping agreed during setup.
- Before approving a draft, check the document quality, amounts, dates, party details and transaction references.
- Decide the ledger accounts, the approval rules and who may change or finalize data.
- Ambiguous documents, unusual transactions and tax treatment need a decision from a person.

