---
title: "Accounting by R&D COPILOT — Make the numbers easier to trace."
description: "Plan accounting workflows with your finance team: trace source documents, reconcile entries, review exceptions and define reporting, access and integrations."
canonical: "https://accounting.rdcopilot.com/en/products/accounting/"
language: en
updated: 2026-10-06
---

ACCOUNTING, WITH CONTEXT

# Good books.  
_Clear thinking._

Bring documents, journal entries and month-end review into one considered workflow. A better place to see what adds up — and what needs a second look.

[Open the ledger](https://accounting.rdcopilot.com/en/products/accounting/#journal)

Accounting implementation · Scope and access by consultation

## From document to detail.

REVIEW DESK / EUR

September / 2026 **Working journal**Reset review

DOC-024○**Office equipment**€2,400.00DOC-025○**Workspace rent**€1,800.00DOC-026○**Professional services**€650.00

SOURCE DOCUMENT

DOC-024

### Office equipment

Document date

24.09.2026

Currency

EUR

Document value

€2,400.00

Keep the source beside the entry.

PROPOSED JOURNAL ENTRY

To review

### Office equipment

AccountDebitCredit

Office equipment**2,400.00**—

Accounts payable—Credit amount in EUR

Total**2,400.00****2,400.00**

Difference**€0.00**Balanced

Mark reviewed ✓Use document amount

Select a document. Check its accounts and balance before marking it reviewed.

SOURCE ENTRY REVIEWChanges stay in this page

Change the credit amount to see the difference. Restore the document amount, then complete the review. Amounts show the allocation only.

A RECORD YOU CAN FOLLOW

## The detail belongs  
_in the open._

A total is only the beginning. Keep the document reference, account allocation and review state together, so the next person can follow the reasoning.

![Accounting review desk showing workspace rent selected, balanced debit and credit, and reviewed documents in the close checklist.](/product-demos/accounting/review-en.png)

02 / Workspace rent selected. The document and journal move together.

YOUR BOOKS, YOUR WORKFLOW

## Start with the way  
_your team works._

We scope the document flow, account structure, permissions and review responsibilities with your finance team. Migration and integrations are agreed for your environment.

[Request an implementation quote](https://rdcopilot.com/contact/?product=accounting) [Register interest in account access](https://rdcopilot.com/account/?product=accounting)

1.  01
    
    ### Agree the source
    
    Which documents arrive, from where, and who owns their completeness.
    
2.  02
    
    ### Define the controls
    
    Account mapping, review roles and the treatment of exceptions.
    
3.  03
    
    ### Prove the handoff
    
    Test agreed records and review outputs before adopting the workflow.
    

CONNECTED TO THE WORK AROUND IT

[ERPBring in operational context](https://erp.rdcopilot.com/en/products/erp/)[BankingReview movements and matches](https://banking.rdcopilot.com/en/products/banking/)[ReportsRead the business picture](https://reports.rdcopilot.com/en/products/reports/)

A closer look

## Explore the Accounting interface

[![Source document beside its balanced proposed journal entry.](/product-demos/accounting/gallery-overview-en.png)View full size](https://accounting.rdcopilot.com/product-demos/accounting/gallery-overview-en.png)

Source document beside its balanced proposed journal entry.

[![Workspace rent document selected and its balanced journal entry marked reviewed.](/product-demos/accounting/gallery-detail-en.png)View full size](https://accounting.rdcopilot.com/product-demos/accounting/gallery-detail-en.png)

Workspace rent document selected and its balanced journal entry marked reviewed.

Swipe or use the arrows to explore.

Image 1 of 2