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AI automation built for accounting teams.

Order management, expense receipts, invoices, and more.

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Document-based accounting processes are repetitive, manual, and slow your team down.

Automate handles the important, but tedious, work for document-driven transactions. Reduce errors, close faster, accelerate workflows, and maximize ROI with the world’s first Auditable AI.

Real-Time Validation

Automatically read, analyze, and validate 
incoming documents (like orders, POs, andcontracts) in real time.

Audit-ready Compliance

Leverage Auditable AI to ensure SOX and regulatory compliance with detailed audit logs.

Unlock Team Potential

Automating tedious labor unlocks your accounting team to make the best use of their talent.
Not everything should have to be manual

Automate document‑based processes across the entire company.

Every enterprise has a mountain of tedious, document‑based work: important but time‑consuming. automates those processes across finance, finance ops, internal audit and more — so everyone can work more efficiently.

Order Management, Booking Reviews

  • Order Management is critical for B2B companies, validating CRM data, confirming product availability, and ensuring accuracy before fulfillment.
  • Automate streamlines this end‑to‑end, automatically processing pass‑through orders (no human review needed) while flagging exceptions for human review—achieving 82%+ pass‑through rates for our customers.

Purchase Order Processing, Channel Operations

  • Automate is AI‑native and does not rely on template setup to understand documents. Irrespective of what a Purchase Order looks like, Automate can read it, calculate key items and validate data across systems.
  • Similar to traditional Order Management, Automate separates healthy orders that are pass‑throughed with no human involvement from orders that require human attention.

ASC 606 Assurance

  • Automate is the only solution for enterprise that automatically reviews customer contracts for ASC 606 impactful language, fills‑in entire revenue checklists and compiles deal packs for auditors.
  • You can also rely on our Auditable AI to automate SOX controls around this process.

Supercharge Enterprise Accounting Teams

Automate in Action

ASC 606 Assurance
4x

"Twice the work in half the time"

ASC 606 Assurance
100%

Ensured compliance through rapid growth using Automate

PO Processing & Booking Review
Flat Cost

While 3x'ing volume and 2x'ing efficiency

ASC 606 Assurance
6min

Minimized risk with Klarity’s ASC 606 assurance, focusing human attention only on exceptions

Order Management
XX

Decreased booking review time by X% with automated workflows

Explore Automate Success Stories

Committed to Data Security and Responsible AI

No Model Training
Your documents are not used to train our models; your data stays exclusively yours.

Rigorous Testing

Automate conducts regular security and penetration testing to ensure AI integrity.

Standalone Value Without Integration

Use Automate without heavy IT projects or deep integrations.

On-Demand Data Deletion

Maintain complete control over your data on-demand data deletion.

Compliance-Centric Design

SOC 2 Type II and SOC 1 Type II certified in the audit period.

Audit-Ready Logs

Ensure regulatory compliance with detailed records.
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Unlock Your Document Potential

Discover how Automate can revolutionize your document processes and enhance your team’s efficiency.
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