Audit Every Transaction. Catch Issues Instantly. Maintain Flow State.
TieStream connects to your accounting software, CRM, and email to audit every transaction in real-time. Stop errors before they multiply. Your AI auditor only reaches out when you're needed via email just like a human.
No credit card required β’ 5 minute setup β’ Live immediately
Save 27 hours/month on these critical tasks
PO β Receipt β Invoice
Auto-matches PO β Receipt β Invoice across systems; alerts on mismatches, duplicates
Expense claim β Policy rules
Validates expenses against policy rules automatically; flags violations instantly
Duplicate detection & vendor validation
Detects duplicate payments, validates vendors, catches fraud across accounts
Bank statement β GL
Alerts on anomalies QB/Xero miss (duplicates, unusual amounts, fraud patterns)
Invoice β Payment receipt
Auto-tracks aging, sends reminders, prioritizes collections by risk
Contract β Performance β Recognition
Validates revenue timing per accounting standards. Tracks performance obligations and ensures revenue recorded when earned.
Plus: Catch errors before they become expensive problems
TieStream works like adding someone to your team
| Feature | Manual Review | Hire Auditor | AI Teammate |
|---|---|---|---|
| Cost | Uses existing staff | Hire + benefits | See pricing β |
| Your Time | 27+ hours/month | ~2 hours/month (management) | ~30 min/month (review alerts) |
| Transaction Coverage | <1% (spot checks only) | 5-10% (risk-based sampling) | 100% (every transaction) |
| Communication Channel | Sticky notes, spreadsheets, meetings | Email + meetings | Email (only when needed) |
| Time to Value | Weeks (manual setup) | 3-6 months (hire + train) | 5 minutes |
| Works Nights/Weekends | β | β | β |
| Scalability | Breaks as you grow | Need to hire more staff | Unlimited |
No multi-week implementation. No consultants. No IT involvement.
TieStream syncs with your accounting software (QuickBooks, Xero, NetSuite) and CRM (Salesforce, HubSpot). You can also forward documents by emailβset up auto-forwarding rules or forward manually:
β’ Bank statements, invoices, expense reports, or any PDF/CSV β [youragent]@tiestream.com
Within minutes of receiving the email:
Get emailed instantly when exceptions are detected:
Response time: Know about issues in seconds, not days. Fix problems before they compound.
Download bank statements from 5 banks
Export GL data to Excel
Manual VLOOKUP matching for 2 hours
Hunt through emails for invoices
Still matching transactions...
Create variance explanations for CFO
Day ends, bank rec still not done
AI audits every transaction as it happens
Get emailed only when exceptions are found
Reply to your AI teammate via email to resolve
No backlog, no month-end surprises
Spend your time on analysis, not data entry
Your AI teammate already:
When you sign up, you get a unique email address like [youragent]@tiestream.com. Forward any financial document (bank statements, invoices, expense reports) to this address. Our AI extracts the data, organizes it in your secure database, runs audit procedures, and emails you an exception report. Think of it like adding an auditor to your team who has their own email address.
Your data is 100% private and encrypted. We connect read-only to your accounting system. Documents you email are processed and stored in your own isolated AWS environment. We're SOC 2 Type II certified. TieStream employees cannot access your data without your explicit permission via a support ticket.
QuickBooks/Xero are great for recording transactions. TieStream is for testing those transactions. We pull data from your accounting system, then test 100% of transactions for exceptions (unmatched items, duplicates, variances, policy violations). Your accounting software can't send you instant exception alerts.
Literally 5 minutes. Sign up β Connect accounting system β Forward first document to [youragent]@tiestream.com β Done. You'll get instant alerts if any exceptions are detected. No multi-week implementation. No consultants. No IT team needed.
Yes! You can set materiality thresholds, customize matching rules, add custom SQL queries, and turn procedures on/off. We also offer custom procedure development depending on complexity.
Our AI: (1) Extracts data from the PDF/CSV, (2) Organizes it in your secure database, (3) Runs all relevant procedures (e.g., if you send a bank statement, it runs bank rec procedure), (4) Matches transactions across data sources, (5) Identifies exceptions, (6) Emails you a summary with only what needs your attention. Usually completes in 5-10 minutes.
No for accounting data (we sync automatically via read-only connection). For bank statements and invoices, you can either forward them to your TieStream email address or set up auto-forwarding rules in your email. Many customers set up a filter to auto-forward emails from their bank.
Perfect use case! You forward all 50 statements to your TieStream email address (or set up auto-forwarding). AI reconciles all of them and sends you instant alerts for any mismatchesβno need to wait until morning.
An internal auditor takes 3-6 months to hire/train, works 40 hours/week, and can test maybe 5-10% of transactions. TieStream goes live in 5 minutes, works 24/7, and tests 100% of transactions. AI provides better coverage at a fraction of the cost.
Email us anytime at support@tiestream.com or use the in-app chat. We respond within 2 hours during business hours (often faster). For complex questions, we'll schedule a screen share. Premium plan customers get dedicated Slack channel access.
Stop doing accounting. Get 27 hours back every month. No expertise needed.
Oversee 10+ clients with confidence. Board-ready financials in real-time.
Scale to 2x clients without working nights. Automate procedures, not relationships.
Increase revenue per employee. Shift team to advisory work that clients value.
Start free. Scale as you need.
Get your personal email address in 5 minutes. Forward your first invoice. Get instant alerts for any exceptions.