• Start Plan: ~$64/user/month - Essential automation features
• Accelerate Plan: ~$175/user/month - Advanced AI capabilities
• Elevate Plan: Custom pricing - Enterprise features
• 14-day free trial available• Minimum 5 user licenses required
• Annual billing typically required
• Native Excel integration for familiar workflow
• Advanced AI-powered document processing
• Trusted by Big 4 accounting firms globally
• 50% reduction in manual audit tasks
• Comprehensive OCR and text recognition
• Strong security and compliance (SOC 2 Type II)
• Excellent customer support and training
• Regular product updates and innovations
• Requires minimum 5 user licenses
• Can slow down Excel with large files
• Limited language support beyond English
• Steep learning curve for advanced features
• Document matching accuracy varies by document quality
• Higher cost for smaller teams
• Dependency on Excel environment
• External audit firms of all sizes
• Internal audit departments
• Financial control teams
• Tax preparation professionals
• Government audit agencies
• Advisory services requiring document analysis
• Big 4 and mid-tier accounting firms
• Teams seeking to automate repetitive audit tasks