Core capabilityGeneral ledger & transaction recordsRecord accounting transactions in a structured set of books.
4.8 points maximum | Supported4.8 / 4.8 pts Double-entry accounting reports and the expanded accounting workflow start at Plus. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityTransaction history or period locksInspect changes to transactions or restrict changes to a closed accounting period.
4.8 points maximum | Not verified0–4.8 / 4.8 pts A transaction-change log or accounting-period lock was not established in the reviewed material. Not verified · Oct 15, 2026Source ↗ |
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Depth checkReverse a posted journalCreate a correcting or reversing entry while retaining the original posting.
7.2 points maximumAsk for a demonstrationPost a journal, reverse it, and show both entries in the ledger. A scenario to run with the supplier; not a completed product test. | Supported7.2 / 7.2 pts Manual journal entries include a documented reversing workflow. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkRestrict accounting actionsGive a colleague access to selected accounting work without full administrator rights.
7.2 points maximumAsk for a demonstrationLet a colleague enter invoices while restricting unrelated accounting actions. A scenario to run with the supplier; not a completed product test. | Supported7.2 / 7.2 pts Team roles distinguish accounting, reporting and other business permissions. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityCreate customer invoicesPrepare and send invoices with customer balances.
3.2 points maximum | Supported3.2 / 3.2 pts Custom invoices are available; the number of billable clients depends on plan. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityCollect invoice payments onlineConnect an invoice to a supported online payment method.
3.2 points maximum | Supported3.2 / 3.2 pts Published payment options include cards, ACH and digital wallets; fees apply. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkCredits and customer refundsRecord a credit or refund against an existing customer balance.
4.8 points maximumAsk for a demonstrationCorrect an overbilled customer without deleting the original invoice. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts The official connector permission reference includes credit notes and customer payments. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkScheduled repeat invoicesGenerate recurring customer invoices from a reusable schedule.
4.8 points maximumAsk for a demonstrationCreate a monthly invoice schedule and change the next occurrence. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts The official connector permission reference includes recurring invoice templates. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityImport bank transactionsBring bank statement activity into the accounting workspace.
3.2 points maximum | Supported3.2 / 3.2 pts The plan comparison lists automated bank import on all plans. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityMatch and reconcile bank activityMatch statement activity to recorded transactions and reconcile balances.
3.2 points maximum | Supported3.2 / 3.2 pts Bank reconciliation begins in Plus, rather than Lite. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkHandle split or fee-adjusted matchesAllocate a bank amount across records or account for a difference such as a fee.
4.8 points maximumAsk for a demonstrationReconcile a net deposit covering two invoices and a processing fee. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Complex reconciliation matches a net deposit to invoice payments less gateway fees. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkUndo a mistaken reconciliationUnmatch or reopen previously reconciled bank activity for correction.
4.8 points maximumAsk for a demonstrationUndo an incorrect match and show the resulting statement and ledger state. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Reconciliation settings allow previously matched bank transactions to be unmatched. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityFinancial reportsProduce accounting reports from the recorded books.
2.4 points maximum | Supported2.4 / 2.4 pts Full financial and accounting reports begin in Plus. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityProject, dimension or entity reportingAnalyze financial results by a project, reporting dimension or consolidated entity structure.
2.4 points maximum | Supported2.4 / 2.4 pts Project-profitability reporting is a Premium or Select feature. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkExport detailed accounting recordsExport transaction-level accounting records to a reusable spreadsheet or data format.
3.2 points maximumAsk for a demonstrationExport detailed transactions and show identifiers, dates and account amounts. A scenario to run with the supplier; not a completed product test. | Supported3.2 / 3.2 pts Reports can be exported to CSV or PDF; currency scope is report-specific. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkTrace reports to transactionsInspect the transactions or journal lines underlying a financial report total.
4 points maximumAsk for a demonstrationOpen one report total and identify the transactions making it up. A scenario to run with the supplier; not a completed product test. | Supported4 / 4 pts The Journal Entry report exposes individual entry lines and supports CSV export. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityAI answers from financial dataAsk questions about the business financial records using an AI assistant.
2.4 points maximum | Supported2.4 / 2.4 pts The official Claude connector can expose invoice and financial context to an external assistant. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityAI transaction processingUse AI to create, extract, categorize or reconcile accounting transactions with a review path.
2.4 points maximum | Not verified0–2.4 / 2.4 pts The reviewed Claude connector record does not establish supported transaction-writing actions. Not verified · Oct 15, 2026Source ↗ |
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Depth checkInspect AI source contextAn AI answer or classification exposes supporting records, references or a reason for its suggestion.
3.2 points maximumAsk for a demonstrationAsk AI about a financial result and show its supporting records or explanation. A scenario to run with the supplier; not a completed product test. | Not verified0–3.2 / 3.2 pts Claude can access accounting records, but response-level source references are not established. Not verified · Oct 15, 2026Source ↗ |
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Depth checkReview or correct AI workReview, reject, edit or switch off an AI accounting suggestion or action.
4 points maximumAsk for a demonstrationReject or correct an AI suggestion and show what is ultimately posted. A scenario to run with the supplier; not a completed product test. | Supported4 / 4 pts Connector access is controlled through granted read or management permission scopes. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkField-level uncertainty for AI-extracted accounting dataDemonstrate “Field-level uncertainty for AI-extracted accounting data” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Field-level uncertainty for AI-extracted accounting data” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkScheduled recognition of prepaid expensesDemonstrate “Scheduled recognition of prepaid expenses” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Scheduled recognition of prepaid expenses” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkUnrealised currency gains on open balancesDemonstrate “Unrealised currency gains on open balances” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Unrealised currency gains on open balances” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkReconcile opening balances before migration sign-offDemonstrate “Reconcile opening balances before migration sign-off” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Reconcile opening balances before migration sign-off” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkPreview a bank rule before applying itDemonstrate “Preview a bank rule before applying it” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Preview a bank rule before applying it” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkOffset receivables against payables for one partnerDemonstrate “Offset receivables against payables for one partner” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Offset receivables against payables for one partner” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkCustomer statements with overdue balance bucketsDemonstrate “Customer statements with overdue balance buckets” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Customer statements with overdue balance buckets” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkCompare cash-flow scenarios without changing the ledgerDemonstrate “Compare cash-flow scenarios without changing the ledger” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Compare cash-flow scenarios without changing the ledger” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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