CodeIQ Features
Intelligent bookkeeping automation designed for accounting practices managing multiple clients
Try CodeIQ FreeIntelligent bookkeeping automation designed for accounting practices managing multiple clients
Try CodeIQ FreePowerful features that transform how you handle client bookkeeping
Work on up to 10 client sessions simultaneously in a single browser window. Each session has its own tab with independent processing, allowing you to upload statements in the background while reviewing others.
Crowd-sourced intelligence from thousands of patterns. CodeIQ instantly recognizes common merchants (Starbucks, Amazon, Uber) and suggests the correct nominal code even if you've never coded them before.
Advanced semantic model understands transaction meaning beyond pattern matching, providing intelligent coding suggestions even for complex or ambiguous transactions.
CodeIQ learns from your GL history and every correction you make. Your coding preferences always take priority, creating a personalized profile that improves over time.
Automatically identifies inter-account transfers to prevent double-entry errors. Detects equal/opposite amounts across bank accounts within date windows.
Drag and drop all your invoices at once. Intelligent OCR extracts amounts, dates, suppliers, and invoice numbers automatically. No manual data entry required.
Automatically links bank transactions to outstanding invoices. Works with platform invoices and your OCR uploads for one-click payment posting.
UK VAT compliance with automatic tax code suggestions based on account type and historical patterns. Calculates net and VAT amounts automatically.
Heavy processing runs in the background via job queue with real-time Server-Sent Events for progress updates. Never blocks your workflow.
After approval, transactions are automatically posted to your accounting platform with proper grouping, error handling, and bank reconciliation.
Deep OAuth integrations with major UK accounting platforms
Primary integration with deepest feature support
Full SupportFull GL history and pattern contribution
Full SupportBank transaction learning and contribution
Full SupportCSV-based processing with patterns
Full SupportEach integration uses OAuth 2.0 for secure authentication. CodeIQ automatically fetches your chart of accounts, VAT codes, and outstanding invoices.
Five simple steps from bank statement to posted transactions
Authenticate with your accounting platform via OAuth. Select target company. CodeIQ fetches chart of accounts, VAT codes, and bank accounts.
Upload CSV, PDF, Excel, OFX, or QBO file. CodeIQ auto-detects columns (date, description, amounts). Confirm or adjust column mappings.
Multi-phase processing pipeline runs in the background via job queue with real-time progress updates:
Review suggestions with confidence scores. Make corrections where needed (CodeIQ learns from these). Approve batches of transactions with keyboard shortcuts.
CodeIQ posts approved transactions to your accounting platform. Bank accounts are automatically reconciled. Real-time progress tracking via posting center.
Enterprise-grade infrastructure built for scale and performance
Join accounting practices using CodeIQ to process thousands of transactions with intelligent accuracy