Shepherd's AI does the categorization work, saving you time and money.
Request a DemoEach transaction gets a suggested GL code with a confidence score. Human-in-the-loop approvals ensure audit readiness.
Statements update as transactions post, so there's no month-end backlog to clear before you can tell a client where they stand.
Switch between every client org from a single Shepherd account. No separate logins or spreadsheets per client.
Less manual work per client means less billable time per set of books. Take on more clients without adding staff.
Every AI suggestion shows its reasoning and context, so you can spot-check the few that need a human eye instead of reviewing every single transaction.
Shepherd learns as you train it. The more transactions it sees, the better it gets.
Bank feeds and wallets link in. No data entry required.
Every transaction gets a suggested GL code and a confidence score.
Spot-check the few transactions that actually need a human eye.
Your client always has a current, reconciled close.
| Shepherd | Manual bookkeeping | |
|---|---|---|
| Classification | AI suggests a GL code with reasoning | Categorize every transaction by hand |
| Client management | One login for every client | Separate logins and spreadsheets per client |
| Memory | Shepherd learns as you train it | Re-classify the same vendor every month |
| Review time | Spot-check flagged exceptions only | Review every transaction line by line |
| Close cadence | Daily, no backlog | Month-end catch-up |
Connect their accounts, let Shepherd classify the backlog, and see what a daily close looks like.
Request a Demo