What to test during the free trial
Use the trial to test a real accounting month instead of a sample workflow. Upload documents, review extracted fields, check matching logic, and see whether reports are easier to prepare.
- Upload a small batch of invoices, bills, receipts, and bank statement rows.
- Review supplier, customer, amount, GST, and date extraction.
- Check how invoices and payments are matched.
- Review ledger suggestions before using reports.