Evergreen Sales Corp.
Evergreen Sales Corp. runs several companies, each with multiple bank accounts and credit cards. Receipts, statements and invoices were matched by hand every month. We built an AI bookkeeping companion that does the matching and only asks when it is unsure.
Year:
2026
Industry:
Real estate & development
Team:
Multi-company finance team
The Problem
Statements arrived as both spreadsheets and PDFs, one per account per month. Transfers between companies had to be traced manually, and missing invoices were only discovered at month end. The accountant spent more time collecting and checking than reviewing.
Solution
The team snaps a photo of a receipt and the AI reads it, categorizes it and logs it to the right company and card. Bank and credit card statements are reconciled automatically, transfers between companies are linked, and expense heads and GST are assigned. Anything it cannot settle is flagged for a person instead of guessed, and it learns each vendor over time. What changed: - Month end starts with reconciled books, not a pile of receipts. - Missing invoices are flagged as they happen. - The accountant reviews instead of re-entering.
Testimonial
Deepak G.
Owner of Evergreen Sales Corp.
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