Personable Software Page

: An award-winning solution that captures data from bank statements, credit cards, and invoices, converting them into Excel or direct accounting imports with 100% accuracy.

Personable's product suite is designed to eliminate manual data entry, which the company claims can provide up to .

: A recent 2024 launch that utilizes artificial intelligence to revolutionize financial investigations and fraud detection. Personable Software

: A dedicated document management system for organizing and securing professional files.

Company Report: Personable Inc. Personable Inc. is a privately held technology company founded in 1998 that specializes in and workflow management solutions for financial, legal, and accounting professionals. Headquartered in Fountain Valley, California, the firm is best known for its "scan-and-populate" software, which helps organizations streamline financial investigations and maintain data integrity. Core Offerings & Technology : An award-winning solution that captures data from

: A document management system that integrates with QuickBooks, allowing users to attach source documents directly to transactions to eliminate paper flow.

The company operates as a mid-sized software developer with a focus on high-security and scalable infrastructure. : A dedicated document management system for organizing

: Provides virtual network hosting for Windows applications, specifically tailored for CPAs and accountants to collaborate with clients remotely. Business & Operations