Casper is Melio's AI client chaser - and it works on any ledger

Announced at Xerocon Denver, Casper handles the month-long chase for missing client data - and its ledger-agnostic design puts QuickBooks practices in scope too.

Build a client doc extraction workflow today

A seven-step workflow for structured PDFs - with a prompt template ready to paste.

How to build a client document extraction workflow with an AI assistant

The real gain is not speed - it is catching the fields your staff would have typed wrong at 4pm on a deadline day.