Hana — AI Accounting Assistant
Chases every cost invoice your accountant asks for at month-end, and files it where they expect to find it.
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Meet Hana, your AI Accounting Assistant
At the close of every month your accountant asks for the same thing: a PDF invoice or receipt for every charge on the company card, every Stripe payout, every wire. Hana does the round-up for you. She sweeps inboxes, vendor portals, and card feeds, matches each invoice to the right transaction, and files it where the accountant expects to find it.
For every charge missing a PDF, she drafts a chase email in your tone with the transaction details pre-filled, ready for you to send in one click. By the close date the accountant has every document they need, and you didn't spend a Friday hunting down PDFs.
- Vendor-chase drafts. For every charge missing a PDF, drafts a short request email in your tone with the date, amount, and last-4 pre-filled. You send in one click, Hana never emails vendors on her own.
- Multi-source invoice sweep. Pulls bills from Gmail, vendor portals, and card statements into one place.
- PDF extraction. Reads vendor PDFs and extracts line items, totals, and PO numbers.
- GL categorization. Maps every charge to your chart of accounts using your rules + vendor history.
- Charge-to-invoice matching. Matches every card and bank transaction to its invoice, flags mismatches before close.
- Late-payer surfacing. Surfaces customers 30/60/90 days late and drafts polite reminder emails for your AR team to review and send.