CirraFlow is SightLine's AI-powered AP agent. Drop in any PDF invoice - it reads it, codes it, routes it for approval, and syncs directly to QuickBooks Online.
CirraFlow AP pairs Claude AI-powered document understanding with your firm's coding rules. The AI proposes, a human approves, and QuickBooks gets a clean, reconciled bill every time.
‣ Monitors your AP inbox for invoices.
‣ PDF upload for anything outside your email environment.
‣ New bills automatically processed and ready for review next login.
‣ Splits invoices into individual expense lines automatically.
‣ Each line coded by rule, not memory.
‣ QBO's OCR reads totals. CirraFlow understands every line.
‣ Posts multi-line invoices directly to QuickBooks Bill module.
‣ Read-only access to your COA.
‣ Write access limited to bill creation.
CirraFlow automatically monitors your A/P inbox, processes invoices, applies coding rules and presents a clean summary for review.
From PDF upload to QuickBooks bill - in under 60 seconds.
HST/GST handling, multi-currency, approvals, learning engine, and a QuickBooks Bill import CSV that matches the Bill module exactly.
‣ AI extracts individual line items.
‣ Automatically splits across multiple GLs and cost codes.
‣ Per-line tax codes drive Input Tax Credit tracking in QuickBooks.
‣ Non-standard HST rates auto-flag.
‣ Exchange rates detected and carried through to the Bill export.
‣ Tool scans for duplicate invoices and amounts that have previously been processed.
‣ Same vendor coded the same way twice → the manager gets a suggested rule to promote.
‣ System compounds with use.
‣ Data is securely stored in AWS database with SOC-2 compliance.
‣ QuickBooks credentials stay with Intuit. Always.
‣ Secure OAuth connection, scoped to bill creation only.
Get up and running with CirraFlow quickly. One implementation fee, one predicatble monthly rate.