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Ogment + Abacus

More mandates in Abacus, not more hours.

For firms running many mandates in Abacus: Ogment’s AI agent reads the documents, reconciles the bank and proposes the entries, so your team reviews instead of typing.

  • Documents read and coded to your chart of accounts
  • Bank reconciled, exceptions flagged
  • An import-ready file for Abacus

What changes

Your team keeps working in Abacus. The prep work is done before they open it.

Invoices and receipts read

Documents arrive by email, shared drive or client portal. The agent reads them, extracts the fields and codes them to your chart of accounts.

Bank lines matched

Every bank line is matched to its receipt. What does not match is flagged, not guessed.

Missing documents chased

The agent drafts the reminder to the client. You decide who gets chased.

Ready to import into Abacus

Entries come out labelled, proposed and in a file ready to import into Abacus. Nothing is posted without your approval.

How it fits

Ogment prepares. You approve. Abacus stays your ledger.

  1. 01

    Documents arrive

    From email, shared drives and client portals, as they come in.

  2. 02

    The agent prepares

    It reads, codes, reconciles and flags exceptions, mandate by mandate.

  3. 03

    You review

    Every entry is a proposal until someone on your team approves it.

  4. 04

    Import into Abacus

    Abacus remains your system of record. Nothing changes in how you close or report.

Cover of the Ogment case study: How much time do you still spend on bookkeeping data entry?

Measured at a Swiss fiduciary

In our case study, the time spent per mandate fell by 48%.

Get the AI case study

Also works with

Teo BorschbergCEO, Ogment

Book your free 30-min AI audit

  • Where your team’s hours go, mandate by mandate
  • Which workflows an AI agent can take over first
  • A clear AI ROI estimate for your firm
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