AI prepares. You decide. Every time.
Athena's AI layer drafts, explains, and surfaces insight — but authority to post to your ledger never leaves human hands. Here's exactly how each AI capability works, and where its limits are.
Reads your documents. Never assumes.
Upload or photograph an invoice, receipt, or bill. Athena's AI extracts the vendor, line items, tax treatment, and totals — then proposes a draft journal entry.
- Human review is mandatory before anything is saved to the ledger
- The original source document stays attached to the entry
- Low-confidence extractions are flagged for closer review
Suggests with a "why." Never posts alone.
Beyond intake, the AI Bookkeeper watches your books for patterns — recurring entries, likely misclassifications, reconciliation matches — and proposes fixes.
- Every suggestion states its reasoning and evidence
- A confidence score tells you how sure Athena is
- You approve, edit, or dismiss — nothing happens automatically
A read-only health check on your business.
AI CFO looks across your posted ledger and produces a plain-English financial health score, trend commentary, and risk flags — cash runway, unusual spend, ageing receivables.
- Strictly read-only — cannot edit or post anything
- Grounded entirely in your own posted transactions
- Designed to prompt questions, not replace your judgement
Grounded answers, not guesses.
Ask Athena answers questions about your actual ledger — never the open internet — and every answer links back to the underlying posted transactions.
- Answers are grounded in your data with citations
- Read-only — cannot post or edit anything
Trust, control, and explainability — by design
Never auto-posts
Every AI-prepared entry requires explicit human approval before it touches your ledger. No exceptions.
Explainable by default
Suggestions show the "why," the evidence, and a confidence score — no black boxes.
Full audit trail
Every draft, edit, approval, and post is logged — who, when, and why.
Role-based control
Fine-grained permissions decide who can capture, review, approve, and post.
See the AI Workspace on your own documents.
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