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.
Meet @O.
Free 30-min AI auditOgment + Abacus
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.
What changes
Documents arrive by email, shared drive or client portal. The agent reads them, extracts the fields and codes them to your chart of accounts.
Every bank line is matched to its receipt. What does not match is flagged, not guessed.
The agent drafts the reminder to the client. You decide who gets chased.
Entries come out labelled, proposed and in a file ready to import into Abacus. Nothing is posted without your approval.
How it fits
From email, shared drives and client portals, as they come in.
It reads, codes, reconciles and flags exceptions, mandate by mandate.
Every entry is a proposal until someone on your team approves it.
Abacus remains your system of record. Nothing changes in how you close or report.

Measured at a Swiss fiduciary
In our case study, the time spent per mandate fell by 48%.
Get the AI case study