Excelmatic

analyzes customer lifetime value and churn risk so accounting firm owners can prioritize high-margin clients and develop data-backed advisory growth strategies.

automates AP using Billy, its AI employee, to allocate costs and route approvals so your firm streamlines invoice processing and reduces hands-on workload."

uses Drive AI to instantly process complex datasets and generate first-cut forecasts, streamlining financial analysis and freeing accountants for higher-value advisory work.

uses AI and ML to validate AP documents, flag exceptions and learn from each file so your firm cuts reconciliation errors and scales efficiently.