Bitskout

Bitskout is an AI-driven front-office platform built for CPAs and professional-services teams. In minutes it extracts, validates and routes data from bank statements, IRS forms and invoices straight into Monday.com, Asana or QuickBooks via Zapier. With 50+ ready templates, SOC 2-grade security and a $49 starter plan, firms save 8 billable hours per client every month while doubling team bandwidth.

Pre-Built Templates

Fifty battle-tested templates cover the most painful workflows:

• Bank statements (Chase, HSBC, Revolut)
• US IRS forms: 1040, 1099-NEC, 941
• Invoices with line-item breakout
• Business cards for CRM enrichment

Each template ships with validation rules—e.g., checking that Box 1 on a 1099-K is numeric and non-negative.

Custom Extraction Studio

Upload as few as five sample documents, tag the fields you need, and Bitskout trains a private micro-model. The studio supports nested tables, multi-page forms, and handwritten annotations. Version control lets firms iterate without breaking live workflows.

Real-Time Q&A Engine

If the AI spots inconsistencies—say, mismatched EIN numbers—it triggers follow-up questions inside the client portal, closing the feedback loop without spreadsheets or email ping-pong.