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R&D COPILOTAccounting
RODiscuss your books

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

Accounting implementation · Scope and access by consultation

From document to detail.

REVIEW DESK / EUR
September / 2026 Working journal

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 equipment2,400.00—
Accounts payable—
Total2,400.002,400.00
Difference€0.00Balanced

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.
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 Register interest in account access
  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 contextBankingReview movements and matchesReportsRead the business picture

A closer look

Explore the Accounting interface

Source document beside its balanced proposed journal entry.View full size
Source document beside its balanced proposed journal entry.
Workspace rent document selected and its balanced journal entry marked reviewed.View full size
Workspace rent document selected and its balanced journal entry marked reviewed.

Swipe or use the arrows to explore.

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