Teach it what your firm reviews.
The model behind AI Review is already trained to think like an accountant: accruals, bank, tax, wages and the rest. Review Points is where you teach it your firm's own standards. No coding knowledge required, just plain English. Brief it once, like a junior, and it never forgets: every point runs automatically on every review, firm-wide or for one client. The real screens, replayed below, live.
Every screen below is the product's own · no code, just plain English
Your firm's own register.
The reviews an accountant would run as standard are already trained in; they work silently behind the screen. This screen is yours: every point your team adds, grouped your way, searchable, each with its own switch, firm-wide or pinned to one client. It starts nearly empty. Watch how quickly it becomes your firm's review culture: go on, add one.
starts nearly empty. becomes the firm. ✓Review Points
Tell the AI where to look and what to check, in plain English.
Every point you add runs automatically on each AI Review.
Your review points · 2
🏛 The standard reviews run silently behind the screen · this register is your firm's
Rename or remove a group. Points follow the change.
press + add a review point: the panel slides in. the deep dive is below
Three plain steps: where, what, what to do.
Adding a point starts gently: pick the chart of accounts it belongs to, give it a name your team will recognise, and file it under a group so the library stays tidy. Every group your firm uses is a chip away, and a new group is one click.
no code anywhere. notice that. ✓the name is editable and the group chips really pick
Tell it exactly where to look.
Drill down as far as you need, one step at a time: statement, area, account, even what about it matters, opening balance, movement, journals or closing. Stop early for a broad area, or go all the way to one exact figure. Or point it at the modules instead: bank summary, payroll, VAT returns. The scope writes itself underneath as you go.
from a whole statement to one exact figure ✓A reconciliation usually ticks two or three accounts and their closing balance. A scan, like old debtors, is usually a whole area or an Other module.
open a row, make a pick, watch the scope rewrite itself
Say what to check. In plain English.
Write it like you would brief a junior; any “if” goes right in the sentence. This is the firm's actual bank reconciliation brief, four sentences and a numbered list, no code anywhere. And if pennies would create noise, tell it to ignore anything under a pound figure you choose.
write it like you'd brief a junior ✓the toggle works, and the threshold is yours to type
It reads your point back before it saves.
Choose what happens when the check fires: raise a review point for the team, or teach the AI a standing treatment. Tick what it may draft: query, suggested journal, notes. Choose where it applies: every client, or only the ones you pick. Then the clever bit: before saving, the AI repeats your point back in its own words, so you know it understood.
change the ticks. the read-back rewrites itself. ✓Your review point
tick different options, save again: the read-back rewrites itself
Then it runs. On every file. Forever.
That's the whole trick: the accountant's checks we maintain, the points your firm adds and the points pinned to this client all run behind the scenes on every AI Review, before the file reaches a reviewer. The AI works your conditions out in code from the figures, not by guessing, and fires only when a check genuinely trips. Off-season? Flick the point off and it sleeps.
your standards, applied while you sleep ✓Fired because the figures genuinely didn't agree, worked out in code, not guessed. A query and a note are drafted and waiting for your sign-off.
standard points, firm points, client points: one run
Trained as an accountant. Tuned by you.
Behind the screen, the model is already trained on the reviews an accountant would run: accruals, bank, tax, wages and the rest. Your firm layers its own points over that, firm-wide or pinned to a single client, and everything runs together on every AI Review.
No code. No consultants.
Point it at the numbers, write the check like a brief to a junior. The AI works the figures out in code, not by guessing, and fires only when your condition genuinely trips.
On, off, edit, delete.
Every point has a switch. Rest one for a season, tighten the brief as standards change, regroup the library, or delete a point outright. The register stays yours to run.
Raised on every demo.
Bring the checklist your firm swears by.
In the live demo you can add a review point of your own and run AI Review on Demo Company. Watch your standard fire on a real file. No signup, no sales call.