Ogment + WinBiz

WinBiz, without the retyping.

Ogment’s AI agent takes the data entry off your WinBiz mandates: invoices read, bank lines matched, entries proposed and ready to import. Your team checks and approves.

Invoices read and coded
Bank lines matched to their receipts
An import-ready file for WinBiz

Free 30-min AI audit See how it works

What changes

Your team keeps working in WinBiz. 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 WinBiz

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

How it fits

Ogment prepares. You approve. WinBiz stays your ledger.

01
Documents arrive
From email, shared drives and client portals, as they come in.
02
The agent prepares
It reads, codes, reconciles and flags exceptions, mandate by mandate.
03
You review
Every entry is a proposal until someone on your team approves it.
04
Import into WinBiz
WinBiz remains your system of record. Nothing changes in how you close or report.