In pilot testingAI agents for your back officeWorks with QuickBooks Online
The back office that asks before it acts.
Fidurant’s AI agents read your bills, receipts and statements and draft the entries. Guardrails check every number and flag what looks wrong. You approve, and it posts to QuickBooks. Fidurant never moves money.
Go on, pick one up.Go on, flick one sideways.
01 The sweep
From the pile on your desk to a queue that waits for you.
Fidurant reads in pencil.
Every file is checked for malware first. Then Fidurant’s AI agents read each page (vendor, dates, line items, totals) and suggest how to code it. Suggestions stay in pencil.
Guardrails check in type.
Totals are re-added. Each bill is matched to its purchase order and to what arrived. Bank details are compared with the vendor’s history. Fixed rules, never a guess.
Only you write in ink.
Everything waits, drafted, for your yes. Approve it and it posts to QuickBooks.
In short: of the ten documents on the desk, six are drafted and waiting for your approval, one bill from a look-alike sender is held for you, the purchase order and receiving slip are clipped to their bill, the bank statement is matched line by line, and $0.00 moved.
Checked against what’s already in your QuickBooks Online.
- Northwind Supplysuggested account 6100 SuppliesPO-1042 · received: the purchase order PO-1042 and receiving slip RS-2207 are clipped behind this bill Matches PO-1042 and the receiving slip1,284.50
- Hollis & Vane Hardwaresuggested account 6400 Repairs Total re-added86.17
- Brightwater Linensuggested account 6200 Linen service Totals re-added342.00
- Juniper Fuelsuggested account 6300 Fuel Total re-added48.20
- Marlow Print Co.suggested account 6500 Printing Totals re-added612.40
- Pinecrest Wastesuggested account 6600 Waste removal Totals re-added215.00
Bank statement (CSV) · matched line by line
Held for you · look-alike sender, bank details changed.
Northwind Suppy4,812.00
Drafted · waiting for you6 drafted · 1 held · $0.00 moved
Fidurant never moves money. Payments are prepared for you to send from your own bank.
02 Your yes
Your turn. Start with these three.
This is the approval queue. Approve what looks right. Notice what Fidurant held back.
Bill
$1,284.50
Northwind Supply
Suggested account6100 Supplies
- Matches PO-1042 and the receiving slip
- Same bank details as the last 6 bills
Receipt
$86.17
Hollis & Vane Hardware
Suggested account6400 Repairs
Read from a phone photo. Hollis & Vane has been coded to Repairs 11 times before.
- Total re-added
- Paid by card: matches the October statement
Flagged
$4,812.00
“Northwind Suppy”
Suggested account6100 Supplies
Sent from northwind-supp1y.com, a look-alike of your vendor’s domain, with bank details that differ from every past Northwind bill. Call Northwind on a number you already have before paying.
Prepared by Fidurant · not paid
Payment run
Run total$0.00
1 You
Waiting for you
2 Second approver (above your $1,000.00 limit)
Waiting for a second approver
Prepared, not paid. Once it’s approved, you send the payment from your own bank.
Fidurant never moves money. Payments are prepared for you to send from your own bank.
Posted to QuickBooks
Waiting for you
Approve something and it lands here.
On hold
That was a made-up desk. Bring your real one: apply for the pilot
Audit log · this visit
A demo with made-up vendors.
In Fidurant, approving a bill posts it to QuickBooks for you. Paying it stays with you.
03 Accuracy
98%Footnote 1 of what Fidurant read from documents was right in pilot testing.
Extraction accuracy: the share of details Fidurant read correctly from documents in our internal pilot testing, before human review.↩
It does the reading. You make the call.
Reading a crumpled receipt or a twelve-page bill is work AI is genuinely good at. Fidurant reads it, shows its reasoning and puts the call in front of you, so a miss never reaches your books unseen.
04 The math
Guardrails check the math.
Totals are re-added. Each bill is matched to its purchase order and to what actually arrived. Amounts are compared with the vendor’s history.
= 1,284.50The lines add up to the bill: balanced.
Lines add up to $1,248.50. The bill says $1,284.50.
Bill says1,284.50
The bill’s four lines. Take one off the pan, or put it back.
| Item | Qty | Unit | Amount | Three-way match |
|---|---|---|---|---|
| Nitrile gloves, box | 40 | 10.30 | 412.00 | Matched |
| Shop towels, case | 25 | 24.34 | 608.50 | Matched |
| Floor cleaner, gal | 12 | 15.00 | 180.00 | Matched |
| Trash liners, roll | 6 | 14.00 | 84.00 | Matched |
05 The watchdog
The fraud checks are guardrails, not guesses.
Fidurant’s watchdog runs plain, predictable checks on every bill, the same way every time. When one trips, you see it in red, with the reason in plain English.
A guardrail finds it. The red pen just shows you.
A vendor’s bank details changed.
The classic payment-fraud move. Every bill is compared with the bank details you’ve paid before.
The sender is a look-alike.
northwind-supp1y.com is not northwind-supply.com. Fidurant notices the difference so you don’t have to.
You’ve seen this bill before.
Duplicates are caught, including a copy of an old bill that has been quietly edited.
The amount keeps creeping up.
A few percent more each month is easy to miss one bill at a time. The trend is not.
It’s more than you agreed to.
Bills are checked against the purchase order and the contract, so overbilling gets caught before it gets paid.
06 For bookkeepers
Keeping more than one set of books?
The client console lists every business you work with, the ones that need you most at the top, one click apart. When a month closes, the package for review is already assembled.
Bakery,3 waiting · 1 held
- On hold: Packaging bill, bank details changed$965.00
- Flour and sugar delivery$1,140.00
- Oven repair$286.40
Property manager,1 held
- On hold: Roof repair bill, same number as one already paid$4,125.00
- October statement matched
- Month-end package drafted for review
Plumbing company,5 waiting
- Copper fittings bill$1,864.20
- Water heater parts$749.00
- Van fuel receipts (3)$216.55
Landscaping crew,2 waiting
- Mulch and stone delivery$1,280.00
- Mower repair receipt$164.80
- October statement matched
Dental office,All clear
- October statement matched
- Month-end package drafted for review
- Nothing waiting for you
Coffee roaster,All clear
- October statement matched
- Month-end checklist drafted
- Nothing waiting for you
07 Ground rules
Three rules we built it on.
AI agents read. Guardrails check.
AI agents read documents and draft suggestions. Every total, match, threshold and comparison is then checked by guardrails: fixed, tested rules. The agents never decide a number.
Nothing moves without your yes.
Nothing posts to your books and nothing is sent until you approve it. Fidurant prepares payment runs for your approval, and it never moves money itself.
Your books stay yours.
Each business’s data is walled off from every other. Your documents are never used to train AI models. Export your records whenever you like.
How to read this page.
Every mark here means something. Auditors call this a tickmark legend.
- Pencil
AI read or suggested this: a draft until you say yes.
- Green type and tick
A guardrail checked it.
- Red pen
Something’s wrong; look here.
- Ink and stamp
A person decided.
- Double rule
It balances; it’s on the record.
- The money box
Your money, at your own bank.
| Put in front of you | 3 |
|---|---|
| Approved by you | 0 |
| Held by you | 0 |
| Moved by Fidurant | $0.00 |
Nothing happened without you.
Fidurant never moves money. Payments go out from your own bank, when you send them.
Pilot Now open
We’re taking on a small number of pilot businesses.
You get hands-on setup on your real books and a direct line to the people building Fidurant. We get your honest feedback, including the parts you don’t like.
That was a made-up desk. Bring your real one.