##What is Chazy?

Chazy – your AI junior assistant for reconciliation and document chasing.

Chazy helps accountants and bookkeepers save hours by automating document collection, client follow-ups, and compliance checks for unreconciled transactions. Perfect for accounting professionals who want to focus on high-value work instead of chasing paperwork.

###Key features

• Automated document chasing
  Identify unreconciled transactions in Xero and send your client a ready-to-go email with deadlines.
• Multi-bank account support Collect transactions from all connected bank accounts in Xero without limits.
• Flexible transaction selection Chase transactions in any status, including reconciled ones.
• Smart client communication Intelligent reminders and notifications that adapt as deadlines approach.
• OCR-powered document parsing Extract key details (counterparty, date, amount, invoice number) from uploaded files.
• Compliance & fraud risk checks Verify documents against UK invoicing requirements and detect potential fraud.
• Custom validation rules Define your own document requirements to fit your practice’s needs.
• Optional AI approval/rejection Let AI automatically process compliant documents or keep full control yourself.
• Centralized document delivery Send collected files straight to Xero, or download them manually if needed.

###Value for you

• Save hours of admin work per client each month.
• Serve more clients without increasing extra staff.
• Save time on pushing the clients and pulling out documents with pliers.
• Ensure compliance and reduce the risk of missing documents.
• Track progress and collected files anytime.
• Stay in control with AI approvals.

###Who is Chazy for?

• For accountants & bookkeepers – Minimize admin and grow your client base without extra staff.
• For small businesses – Respond quickly to document requests and stay compliant with less effort.

###Free trial Try Chazy free for the first month — no setup fees, no credit card required.