CirroFlow is the AI-powered accounts payable agent from SightLine. It reads any PDF invoice, codes it against your chart of accounts, routes it for approval, and hands back a QuickBooks-ready CSV — in under 60 seconds per bill.
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CirroFlow AP pair Claude-powered document understanding with your firm's coding rules. The AI proposes, a human approves, and QuickBooks gets a clean, reconciled bill every time.
Your vendor mapping table drives every GL account and cost-centre suggestion. When the AI isn't sure, it flags for review instead of guessing. Every override teaches the engine a new rule.
One-click batch export produces a QB Bills import CSV — pre-tax line amounts, HST/GST tax codes for ITC tracking, and duplicate-detection upstream of your ledger.
Five stages. Two actors. One audit trail. Every step is visible, editable, and reversible — because a wrong journal entry costs more to fix than a quick review.
When CirroFlow processes a bill, it leaves a trail. What it saw, what it matched against, what confidence it had, what the human did next.
Manual AP coding is repetitive, error-prone, and hostage to institutional memory. CirroFlow encodes the rules once and applies them consistently.
x Clerks re-key every vendor, amount and date manually.
x Coding depends on who happens to be processing that week.
x Approvals live in Outlook threads and on paper.
x Month-end reconciliation catches coding errors.
x Staff turnover resets the institutional memory every time.
✓ Invoices land in CirroFlow - extracted, coded, reconciled.
✓ Rules live in one editable mapping file; consistency.
✓ Manager clears the queue in 5 minutes, not 5 hours.
✓ Every override teaches the system a new rule.
✓ Audit trail shows why every bill was coded the way it was.
HST/GST handling, multi-currency CAD/USD, one-level approvals, learning engine, and a QuickBooks Bill import CSV that matches the Bill module exactly.
AI extracts individual line items; clerks split one invoice across multiple GLs with live reconciliation.
Per-line tax codes drive Input Tax Credit tracking in QuickBooks. Non-standard rates auto-flag.
Exchange rates detected and carried through to the Bill export. Blank currency = QuickBooks default.
Prior-period amounts surfaced as a separate field with an amber warning and required note before submit.
Same vendor coded the same way twice → the manager gets a suggested rule to promote. System compounds with use.
Every upload, extraction, override, approval, rejection and export is timestamped, attributed, and reversible.
