Sales Review
Export all sales for a selected period directly from Merit Aktiva and run a line‑by‑line validation against both default and custom rules. The rules engine checks VAT rate and tax‑code consistency, numbering gaps, tax date vs. posting date, completeness of customer data (registry code / VAT ID), currency and rounding, potential duplicates, and correct pairing of credit notes with base invoices. Start with ready‑made controls and extend them with your firm‑specific policies in minutes. Findings are grouped by severity with clear explanations and the list of affected invoices, so teams know what to fix first. A concise PDF report summarizes the entire review for internal QA or client communication — predictable quality with far less manual work
Purchases Review
Pull all purchase invoices for the chosen period and apply the same comprehensive checks. The engine verifies, for example, the supplier’s VAT status matches the applied tax treatment (domestic, intra‑EU, reverse charge), that numbering is continuous, that tax and posting dates align, that supplier details are complete, and that duplicates or currency/rounding issues are caught early. You can add unlimited custom rules to reflect your internal procedures or client‑specific requirements. Results are structured by rule and vendor with clear next steps, and a clean PDF report captures the review for the file. Outcome: faster AP close and fewer input‑VAT mistakes.
Internal Control
Automatically reconcile closing bank balances between statements and the accounting system and identify differences and suggest likely causes (unposted fees, cut‑off, FX variances, etc.). Monitor key control accounts with plain‑language guidance on what to check when a balance looks unusual. Cross‑check A/R and A/P subledger reports with the balance‑sheet control accounts and surface any mismatch instantly, including the exact amount and period. Detect patterns that often cause errors (e.g., journals bypassing subledgers or postings to the wrong month). Use the output as a ready‑made internal control pack for period close.
Purchases Recognizer
Upload purchase invoices in various formats (PDFs, images; structured e‑invoices when available). The AI parser extracts supplier and invoice details, line items, net/VAT/total amounts and applies Estonian tax logic to propose the correct treatment (including reverse charge and reduced/zero rates) and flag anomalies before posting. After a quick human review, send the document to the accounting system (Merit Aktiva) in one click. This removes manual typing, standardizes coding, and meaningfully reduces posting errors — especially at month‑end.
AI Payroll Assistant
Get reliable guidance on Estonian labor law and payroll topics: contracts, vacation and sick leave, overtime and night work, terminations, benefits, taxes and contributions. The assistant explains applicable rules step by step, shows formulas and worked examples (partial months, irregular hours, retro adjustments), and highlights edge cases to watch. Validated outputs with safeguards against hallucinations, helping you prepare client responses and double‑check calculations with confidence. Built to support accountants and payroll specialists; it doesn’t substitute for advice from a qualified expert.