Powerful Features for Modern Accounting

Everything you need to automate bookkeeping, close faster, and deliver better client service.

AI & Automation

AI-Powered OCR

Upload any document and let AI extract the data with 99% accuracy. Handles complex layouts, handwriting, and multi-page PDFs.

  • Multi-page PDF splitting
  • Handwriting recognition
  • Line-item extraction
  • Auto-detect document type

Smart Categorization

AI learns from your historical decisions and vendor patterns to auto-categorize transactions with confidence scoring.

  • Auto-categorization
  • Vendor rules engine
  • Confidence scores
  • Learning from corrections

Voice Commands

Navigate and input data using natural voice commands. Hands-free accounting for maximum productivity.

  • Natural language queries
  • Voice data entry
  • Hands-free navigation
  • Dictation support

Core Accounting

Bank Reconciliation

Auto-match bank feeds with extracted documents. Spot discrepancies instantly with visual variance analysis.

  • Auto-match transactions
  • Exception highlighting
  • Bank vs GL view
  • Real-time sync

Built-in Tax Engine

Year-round tax preparation with auto-depreciation, K-1 generation, and tax adjustment workflows.

  • Depreciation schedules
  • K-1 generation
  • Tax adjustments
  • Multi-entity support

Real-time Reporting

Live P&L, Balance Sheet, and Cash Flow statements. Auto-recalculates as new data comes in.

  • Real-time updates
  • Custom reports
  • Budget vs Actual
  • Startup metrics

Security & Portal

Client Portal

White-label portal for clients to securely upload documents, view reports, and communicate.

  • Secure file upload
  • Read-only access
  • White-label branding
  • Automated requests

Enterprise Security

Bank-level encryption, SOC2 compliance, and comprehensive audit trails protect your data.

  • SOC2 Type II
  • 256-bit encryption
  • Audit logging
  • Role-based access

Open API & Integrations

Connect with 50+ fintech tools or build custom integrations with our developer-friendly API.

  • REST API
  • Webhook support
  • 50+ integrations
  • Embedded accounting
99%
AI Accuracy
40%
Time Saved
50+
Integrations
500+
CPA Firms

Trusted by Forward-Thinking Firms

See what accounting professionals and business leaders say about xBav.ai

"xBav saved us 20+ hours per month on manual data entry. The AI categorization is incredibly accurate, and we only need to review exceptions."
S
Sarah Chen
Managing Partner at Chen & Associates CPA
500+
CPA Firms
10K+
Transactions/Month
99.2%
AI Accuracy
40%
Time Saved

Ready to Experience These Features?

Start your free trial and see why 500+ firms trust xBav.ai.