Charlie AI

Smarter Workflows. Simpler Bookkeeping.

Go beyond spreadsheets.

Charlie AI Accountant's Invoice Review open on a laptop, with Charlie at work beside it

Meet Your AI-Powered Team

Charlie AI Accountant

Smart document processing for accounting teams. Save at least 50% of your time.

Charlie AI Accountant's Invoice Review: the scanned invoice beside the fields and line items Charlie read

Features

  1. 1Splits bundled files into individual invoices and receipts
  2. 2Reads every field and line item
  3. 3Automatically maps the right account codes
  4. 4Posts directly to AutoCount or SQL Account
  5. 5Automatically renames and stores files in the cloud
  6. 6AI settlement reports reconciliation
  7. 7Automatically matches bank transactions
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Charlie AI Assistant

Simplify workflows management. Save time on follow-ups. Stay ahead of deadlines.

Charlie AI Assistant's CP204 Task list: each client's CP204 and CP204A tasks with their status

Modules

Features

  1. 1Client database
  2. 2Task management system
    • Auto CP204 and CP204A tasks creation
    • Auto follow-up clients and remind PICs
    • Collect client replies through one secure link
    • Store and build records from filed e-CP204 forms and schedules
    • Auto remind clients before every instalment
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Charlie does the work. Your team stays in charge.

  • Sign in with Microsoft

    One-click login with your Microsoft account, or your email and password.

  • Only your companies

    Each company has its persons in charge. Users see only the companies assigned to them.

  • You check before it posts

    Review the header and line items beside the document, then complete and post to AutoCount.

  • Every reply on record

    Every client reply and submission is recorded in one place.

Ready to work smarter with Charlie?

Tell us about your business and discover how Charlie can simplify your workflow.

Talk to our team