Cash flow forecasting, bank statement parsing, payroll processing, QBO reconciliation, vendor invoices, and sales tax — all connected to your QuickBooks Online data.
Import transactions, track balances across accounts, and forecast upcoming payments with ML-powered predictions.
Import transactions from bank and credit card accounts, configure account mappings, and track running balances across all entities in one view.
Five frequencies from weekly to yearly with auto-forecast generation. System extends the forecast window daily and regenerates on clearing.
AI-powered vendor payment prediction from historical transaction patterns. Estimated payments cached with intelligent TTL for fast loading.
Auto-match cleared bank transactions to pending forecasts using SQL JOIN optimization. Race-condition-safe with row-level locking.
AI-powered statement parsing that learns your statement formats and gets faster with every upload.
Upload bank and credit card statement PDFs. Template-based regex parsing tries first, with Claude Vision AI fallback for unknown formats.
Every successful AI parse generates a reusable regex template. Future uploads of the same format skip the API entirely — 70-90% cost reduction.
Automatically extract interest and finance charges from credit card statements via regex patterns. No manual data entry.
Link credit card and loan statements directly to cash flow forecasts. Choose minimum payment, full balance, or custom amount.
Process payroll across four stores plus BirdReel and BlueBird, then export directly to QuickBooks.
6-entity allocation across four retail stores plus two corporate entities. Full run versioning with audit trail for every payroll cycle.
Format payroll data for direct QuickBooks Online import. Account mappings configured per entity for clean journal entries.
Generate contribution files for your retirement plan provider. Employee matching and catch-up contributions calculated automatically.
Tax summary by jurisdiction with SUTS-format export. Reconcile collected tax against filed returns across all store locations.
Multi-company OAuth connections, financial report comparison, and vendor invoice automation — all synced with QBO in real time.
Connect multiple QuickBooks Online companies with secure OAuth tokens. Switch between entities without re-authenticating.
Side-by-side profit and loss analysis across entities and time periods. Spot variances and drill into account-level detail.
Asset, liability, and equity tracking across all connected entities. Consolidated view with per-company drill-down.
Email-based invoice extraction, BillPayment creation in QBO, vendor credit application, and mark-paid/unmark-paid workflow with due date tracking.
Parse carrier invoices, detect overcharges with AI, and reconcile shipping costs against your order records.
Upload PDF and Excel invoices from FedEx, UPS, and Unishippers. Automatic parsing into line-item detail for every shipment.
Claude-powered analysis detects surcharges, dimensional weight overcharges, and rate optimization opportunities across your shipping volume.
Match ShipStation orders to carrier invoices to MyWBU order records. Surface discrepancies and unmatched charges automatically.
Watch how the Financial Suite automates your bookkeeping workflow.
Add the Financial Suite to any Axis Platform subscription.
Add to any Axis Platform subscription
See how the Financial Suite automates your bookkeeping, payroll, and vendor payments end to end.
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