Kevin
AI-Powered Bookkeeping
Overview
Dashboard
Data Ingestion
Bank Feeds
Documents
QB/Sage Import
GL Import
Email Forward
Processing
Transactions
Reconciliation
Journal Entries
Matching
Configuration
Chart of Accounts
Category Mappings
AI Settings
AI Config
AI Process
Hello, I'm Kevin.
AI-powered bookkeeping automation
Transactions
Match Rate
Journal Entries
Needs Attention
Cash Flow This Month
Bank Accounts
Manage
Reconciliation Status
Pending Transaction Aging
Categorization Health
Transactions by Source
Top Expense Categories
Quick Actions
Upload Transactions
Import CSV or documents
Reconcile
0 items pending
Journal Entries
0 drafts to review
Transaction Matching
Review matched transactions
Recent Activity