Common Pain Points
- Spending hours on manual data entry
- Chasing clients for documents
- Inconsistent categorization across clients
- Limited time to take on new clients
- Complex reconciliation processes
How xBav Helps
- AI-Powered Transaction Categorization
- Automated Bank Statement OCR
- Smart Vendor Recognition
- One-Click Financial Reports
- Client Document Portal
- Batch Processing Tools
Key Benefits
80% Less Data Entry
AI extracts and categorizes transactions automatically, so you can focus on advisory work.
Serve 2x More Clients
Automation lets you handle more accounts without hiring staff.
Professional Reports
Generate P&L, Balance Sheet, and Trial Balance with one click.