AI Powered - SMSF Sorted
How to Run AI
Introduction The Document Management System (DMS) is a central hub where you can manage documents for various funds. You can upload documents, run AI, view client details, reimport lead schedules, and organize documents from this feature. DMS is ...
AI- Bank Statements
With this newly added feature, bank statement details like Account Holder’s Name, Opening Balance, Closing Balance, and Total Interest Received can be automatically checked using the AI feature. Note: Sorted AI feature matches the BSB and account ...
AI - Wrap Statements
Introduction When dealing with fund wrap reports or wrap accounts in your fund's accounting software, there are specific observations and steps you need to follow. This guide provides a clear, step-by-step process to efficiently handle wrap ...
AI - ASIC Statements
Introduction The latest update allows SMSF accountants to effortlessly prepare year-end files. More enhanced and automated than ever before, SMSF sorted advances AI and ASIC integrations to free you from inefficient back-and-forth processes. This ...