Features
Twelve features grouped into four pillars. Each one designed against a specific task accountants do every week — not built to impress on a stage.
Pillar 1 · AI-driven
Type what you want. HISAB reads the active sheet, understands your intent, and proposes the action. No formulas to memorise, no scripting to learn.
HISAB sees the structure of your workbook — sheet names, headers, sample rows — so the AI can refer to "the bank statement" or "column G" naturally.
Pre-built routines for common workflows: bank reconciliation, accrual booking, variance analysis, audit sampling. Use one, modify one, or write your own.
Pillar 2 · Python-powered
pandas, numpy, openpyxl, plotly, reportlab, and 40+ pre-installed packages. Runs in an isolated CPython process — no permission to touch your filesystem outside the workbook.
Python reads ranges, writes ranges, formats cells, creates pivot tables. No CSV round-trips, no copy-paste. The AI writes the code; you watch the cells change.
Every Python execution is journaled with inputs, outputs, and code. Re-run the same analysis next month with one click — or fork it for a variant.
Create dynamic Python scripts that run locally to clean exports, process folders, refresh workpapers, and regenerate reports without internet access.
Turn a month-end routine into a reproducible pipeline: load files, transform data, validate checks, and output the same report pack every period.
Capture script version, inputs, generated files, exceptions, and outputs so recurring automation stays reviewable and audit-ready.
Pillar 3 · ERP-native
Odoo, Xero, QuickBooks Online, and Zoho Books. OAuth and API-key auth, refresh tokens handled automatically.
Trial balance, GL detail, AR/AP ageing, inventory, journal entries, COA. Filter by period, account, dimension. Lands as a clean table in your sheet.
Draft journal entries in Excel, review them in the approvals queue, post to your ERP with one click. Every push is logged, reversible, and auditable.
Pillar 4 · Audit-grade
ERP credentials, API keys, and OAuth refresh tokens are encrypted with Windows DPAPI tied to your user account. They cannot leave your machine.
Every cell HISAB writes is recorded: who, when, what was there before, what's there now, which AI turn triggered it. Export to CSV for auditor review.
Configure which actions need explicit approval — pushing to ERP, deleting rows, running macros, anything. The AI proposes, you decide.
HISAB caches workbook context locally. Your sheets stay on your machine — only the specific context you ask about goes to the AI.
Run HISAB in Strict (read-only), Default (writes with approval), or Auto (faster but every write still logged). Switch in one click.
Generate a per-period activity report for auditors: all chat turns, all writes, all approvals, all ERP pulls — with timestamps and user IDs.
Automation layer · Macros + ribbons
Describe the workflow in plain English. HISAB drafts the VBA macro, explains the code, and lets you review before anything is saved.
Create Excel ribbon commands for monthly close routines, reconciliations, imports, formatting, and report packs.
Macros and ribbon actions can require approval, be logged in the audit trail, and be shared through team skills.
Architecture
The AI talks to Excel through HISAB's local MCP server. Python and ERP connectors plug in alongside. Your data flows in the directions you'd expect — and only when you ask.
