Latch.ai
Show Latch an accounting workflow on screen so it can repeat the steps and flag exceptions.
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About this product
Latch.ai is an accounting workflow tool for recurring work such as filing statements, bringing actuals into a financial model, or preparing a reconciliation. A user demonstrates the process on screen and explains rules, exceptions, and when to ask for approval. Latch turns those instructions into a repeatable workflow that its interface calls a sidekick.
A pilot can start with copies of a bank statement and workpaper. Include two transactions with the same amount and a date near the edge of your matching window. Check whether Latch brings the ambiguous match back for review and whether its proposed workpaper change preserves formulas. The vendor describes a preview before a real run and a record of the decisions made during it.
The current pricing page lists a free Open plan with 50 monthly credits for one user. Paid plans raise the usage limits. Check the plan details if you need roles, pooled credits, or audit log export.
Features
- Workflow teaching from a screen recording
- Approval before selected changes
- Accounting and spreadsheet integrations
- Step-by-step activity history
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