Offerio Accounting

Less Time Searching. More Time Doing.

Simplify everyday accounting with a private-by-design AI system. From tracking down records to preparing for month-end close, Offerio helps your team spend less time searching and more time getting things done.

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Includes Offerio Companion

Microsoft Teams

OfferioAIAccounting assistant · Available

Ravi · 9:12 AM

JPG

harbour_invoice_4471.jpgPhoto · Supplier invoice

Process this supplier invoice.

OfferioAI9:13 AM

Done, Ravi. Approved by M. Chen and created in QuickBooks.

VendorHarbour Logistics · INV-4471

Amount$12,480.00 incl. sales taxes

Due dateOct 31, 2026

✓Receipt attached · Doc ID 8e3f04a1c2d9

Type a message

Accounting documents arrive through every channel, get keyed in by hand, and the receipt ends up somewhere other than the transaction it supports.

Offerio Accounting keeps them together.

Possible duplicateINV-4471 matches an entry from Oct 2

Process this week's supplier invoices.

Extracting invoice details

Checking for duplicates

Routing to approver

A governed assistant for your accounting team

Offerio Accounting is the OfferioAI assistant for accounting managers, AP/AR teams and controllers. It captures receipts and invoices, checks expenses against your policy and creates entries in your accounting system.

Each entry is routed for approval before it posts, with the source document attached. It runs as a private AI system, deployed for your organization, so your records stay yours.

Check Capabilities

Built for how accounting teams actually work

The document stays with the entry.

Every posted entry links back to the original receipt or invoice, so it can be found and downloaded later.

Built on your accounting system.

QuickBooks is tested. The same workflows apply to other platforms where integration is technically available.

Captured however it arrives.

App camera, file upload, or approved PDF and email intake, from Teams or Slack.

qbQuickBooksTestedApp cameraFile uploadPDF and email intakeMicrosoft TeamsSlack

A private model. Your data stays yours.Offerio Accounting runs on a private model deployed for your organization. Your accounting records and documents belong to you and stay inside your environment.

Up and running in four steps

From deployment to your first approved entry, without changing how your team works.

Choose your deploymentRun Offerio Accounting as virtual or dedicated on-prem. Your data stays in your environment.

Connect your accounting systemLink QuickBooks and set up camera, upload and email intake.

Set roles and approversDecide who submits documents and who approves entries and expenses.

Capture in Teams or SlackSend a receipt or invoice. The entry comes back for approval with a Doc ID.

Explore Deployment Options

A real workflow, simplified

One workspace for what needs attention

A/R, A/P, due dates, approvals, expenses, commission items, exceptions and recent documents in one place, filtered by your role.

1You ask

Microsoft Teams

What needs my attention before Friday's close?

2OfferioAI checks

Accounting workspace · this week

A/P due this week14 items$86.2K

Awaiting approval6 items

Expense claims9 items$4.1K

Missing receipts3 items

Possible duplicates2 items$24.9K

3You get

Needs review2 duplicatesTwo Harbour Logistics invoices for $12,480 each, grouped with their source documents.

Doc ID:a71c9e04b5f2

Grouped for review

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The transactional work, handled

Document processing

TaskEnter receipts, supplier invoices, payment confirmations and POs.

OfferioAICaptures and extracts them, allows review, and creates or prepares the entry.

You getA posted entry with the original document linked and searchable.

Expenses and per diems

TaskCheck claims against policy.

OfferioAIApplies your rules and rates, categorises, and routes for approval.

You getAn approved entry with receipts and approval history kept.

Approvals

TaskTrack approvals spread across email and chat.

OfferioAIRoutes each item to the right approver and records the decision.

You getDownstream actions that proceed only after approval.

You can also work on

Questions and retrievalExceptions and duplicatesTransaction and document linkingCommission calculation

Hourly labour attributionBank transaction supportCustomer invoices and estimatesA/R and A/P tracking

Due dates and renewalsSales tax summariesAccounting workspace

Approvals and controls

Explore Governance & Admin

Approve, reject or request changesApprover, time and comments are recorded on every item.

Nothing posts before approvalEntries are created only after an approver signs off.

Reconciliation stays in your softwareOfferioAI supplies the supporting documents and flags what is missing.

Explore other departments

One platform, every department

Offerio FinanceManagement reporting that explains itself.

Explore

Offerio SalesA current CRM, without asking reps to update it.

Explore

Offerio MarketingOn-brand content, approved and published from one conversation.

Explore

Offerio CompanionAnswers from your own documents, in the chat you already use. Included with every department.

Explore

See your invoices processed in the demo

Bring a sample receipt or supplier invoice and we'll take it from capture to approved entry.

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