Exception rules—
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Connected systems—
Audit trailAlways on

Exception rules

For each kind of problem, how confident the AI must be before it fixes it on its own, suggests a fix, or hands it to your team.

Exception type Fix automatically above Suggest a fix from Send to your team below
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Purchase order health

Find stale or risky purchase orders before they cause invoice exceptions.

Choose a check or report above to see results.

Supplier lookup

Answer a supplier’s question about an invoice or payment.

Enter the supplier, choose what to check and give the invoice or payment reference.

QuickBooks Online

Browse live data from your accounting system.

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Choose what you’d like to see and select Show.

Usage & cost

Every AI run, how long it took and what it cost.

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Connected systems

The business systems your AI agents can read from and act in.

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Audit log

A permanent, tamper-proof record of every action taken by people and agents.

Search to see recorded activity.