The Features &
Mastery Guide

Your Books, on Smart Autopilot. Experience the power of Auditable Intelligence.

The Trust Bridge

Why we're the human-in-the-loop layer business owners desperately need.

The "Black Box" Problem

Most AI tools are "black boxes"—they do the work in the dark, and you just hope it's right. They guess, get it wrong, and leave you to clean up a forensic mess in your books.

The Magical Mirror Solution

AutoMatch isn't just automation; it's auditable intelligence. The AI explains its logic for every single transaction before you click "Agree". We provide the trust bridge missing in fintech.

“Existing tools are black boxes—they guess, get it wrong, and leave you to clean up the mess. Your concept of 'Explainable AI' is the trust bridge missing in fintech.”

The Designer's Vision

Design Directives for maintaining the "Magical Mirror" aesthetic.

Glassmorphism v3

Apply 'backdrop-blur-xl' with a 'bg-white/5' tint. All cards MUST have a 1px 'border-white/10' to simulate light refraction on glass edges.

Kinetic UX

Use Framer Motion 'layout' prop for list reordering. Approved transactions should animate with a 'x: 100, opacity: 0' exit transition.

Confidence Palette

Strict color tokens: Green (#10b981) for >85% confidence, Amber (#f59e0b) for 50-85%, and Rose (#f43f5e) for anomalies.

The Builder's Engine

Technical specifications for the sync and AI matching core.

Mirror Database logic

Multi-Tenant Isolation

All tables leverage realm_id indexing. Row Level Security (RLS) ensures that even in shared clusters, a user's transactions are mathematically isolated.

Optimistic Sync

Frontend uses SWR or React Query to update the mirror database in ~150ms, then background workers push to QuickBooks asynchronously.

AI Prompt Engineering

Explainable Reasoners

The AI doesn't just categorize; it explains. "I categorized this as 'Job Materials' because the vendor is Home Depot." This turns automation into validation.

const PROMPT = `Analyze vendor '${tx.vendor}' and explain the mapping...`

Core Capabilities

Superior Analytics & Tags

The tag system and analytics QuickBooks wish they had. Know exactly where your money is going with multi-dimensional filtering and trend analysis.

Automated Splitting

AI detects receipts representing multiple departments. A $200 Target transaction is automatically split into 'Office Supplies' and 'Software' based on itemized logic.

Receipt Mirroring

Upload a photo; the engine matches it to a bank feed entry in milliseconds using fuzzy-matching on date, amount, and vendor name.

Mobile Haptics

Building for the field. Capacitor integration provides physical feedback (haptics) on every successful reconciliation.

Tester's A-Z Manual (15-Step Walkthrough)

Follow these exact, simple steps to experience the full power of the platform.

01
Step 01

Open the Home Page

Start at the beginning. Go to the main website and enjoy the "Magical Mirror" animations.
Step 01: Open the Home Page
02
Step 02

Start Free Trial

Look for the bright button that says "Start Free Trial" in the center or top right and click it.
Step 02: Start Free Trial
03
Step 03

Create Your Identity

You'll see a secure Sign-Up box. Enter any email address and a password. This is handled safely by Clerk.
Step 03: Create Your Identity
04
Step 04

The Pricing Menu

Once logged in, if you aren't already there, go to the Pricing page to see the plan options.
Step 04: The Pricing Menu
05
Step 05

Pick the 'Founder' Plan

Find the middle card (the Founder plan) and click the button to select it. This is our most popular tier.
Step 05: Pick the 'Founder' Plan
06
Step 06

Enter Test Card Details

You'll be taken to a secure Stripe page. Use the test number 4242 4242 4242 4242 for a safe simulation.
Step 06: Enter Test Card Details
07
Step 07

Finish Payment Test

Put in any future date and 3 numbers for CVC. Click pay to experience the seamless transaction flow.
Step 07: Finish Payment Test
08
Step 08

Land on the Dashboard

After payment, you'll be redirected back. You are now officially in the "Mirror" dashboard.
Step 08: Land on the Dashboard
09
Step 09

Connect to QuickBooks

Click "Connect Securely" to link your QuickBooks Online account to the magical mirror.
Step 09: Connect to QuickBooks
10
Step 10

Grant Secure Access

A QuickBooks login will appear. Use your Sandbox credentials to authorize the secure data bridge.
Step 10: Grant Secure Access
11
Step 11

View Your Feed

Transactions will start appearing! These are mirrored from your bank feed directly into our interface.
Step 11: View Your Feed
12
Step 12

Inspect AI Reasoning

Click the AI Insight icon to see the logic. "I categorized this because..." transparency is key.
Step 12: Inspect AI Reasoning
13
Step 13

Become the 'Final Boss'

When you see a suggestion that makes sense, click "Confirm Match" to finalize the entry.
Step 13: Become the 'Final Boss'
14
Step 14

Master the Tag System

Use the Tag icon to quickly organize transactions with custom labels for better tax reporting.
Step 14: Master the Tag System
15
Step 15

Advanced Analytics

Visit the Analytics tab to see your cash flow and spend distribution visualized in real-time.
Step 15: Advanced Analytics
16
Step 16

Split a Transaction

For complex receipts, use the Split tool to allocate amounts across multiple categories perfectly.
Step 16: Split a Transaction
17
Step 17

Receipt Mirroring

Upload or drop a receipt image. Our AI mirrors it to the corresponding bank entry in milliseconds.
Step 17: Receipt Mirroring
18
Step 18

Satisfying Haptics

Experience physical confirmation on mobile. Every match sends a satisfying haptic pulse to your device.
Step 18: Satisfying Haptics
19
Step 19

Verify Export Status

Once matched, check the "Exported to QBO" badge to confirm the data has safely landed in QuickBooks.
Step 19: Verify Export Status
20
Step 20

Log Out Safely

Click your profile icon and Sign Out. You've completed the full Smart Autopilot financial loop!
Step 20: Log Out Safely

Experience the future of financial clarity.