Guides
Documentation
Complete user guide for QAI-vo — academic research tools and CPA-grade financial analysis. Open Academic Suite or Financial Suite to follow along.
1. Overview
QAI-vo brings together two focused suites: research tools for academics and CPA-grade financial workflows for professionals. Every service is file-bound and produces a downloadable, reviewable result — not just a chat transcript.
- Academic Suite — paper discovery, a research workspace, presentation generation, and file-bound statistical analysis.
- Financial Suite — CPA-grade reconciliation, close, journal-entry risk, invoice/AP audit, receivables, and audit workflows.
- Companion tools: History, Settings, and plan upgrades via Pricing.
2. Academic Suite
Open any service from /products/academic. Each page explains the files or inputs it needs before you run it.
| Service | What it does |
|---|---|
| Paper & DOI Finder | Find scholarly sources by topic with DOI links and APA citations. |
| Research Assistant | Persistent research project workspace with files and an ongoing conversation about your work. |
| Presentation Generator | Turn outlines into polished slide decks — then chat to refine. |
| Statistical Analysis | File-bound stats, charts, and descriptive briefings from your datasets. |
| AI Detector | Statistical AI-writing detection for research drafts — a clear score, not a guess. |
| Manuscript Reviewer | AI peer-review panel for your manuscript — consistency, references, statistics, quality, novelty, and language. |
| Humanizer | Rewrite text with domain-tuned models while locking citations and numbers. |
Word / run credits deduct on successful requests according to your plan. Check your remaining balance in the header or Settings.
3. Financial Suite
Open any workflow from /products/financial. Upload the requested statements or ledgers — each workflow lists its required and optional files on its own page.
| Workflow | What it does |
|---|---|
| Financial Statement Analyst | Ratios, DuPont, common-size, and red-flag anomalies from the Financial Statement Analysis Agent. |
| Bank Reconciliation | Match bank to GL with CPA cascade passes and a four-column proof workpaper. |
| Month-End Close Assistant | Close checklist derived from the trial balance — every moving account reconciled, waived, or open. |
| Journal Entry Risk Analyzer | Full-population JE anomaly scan with risk-ranked exceptions — attributes, not intent. |
| Invoice & AP Auditor | Three-way match: PO, invoice, and receipt with tolerances, duplicates, and GRNI. |
| Receivables Analyst | AR aging tie-out with recomputed buckets, GL control proof, credits, and cutoff. |
| Audit Assistant | CPA audit workflows: sampling, revenue trace, expense policy, cutoff, bank-rec review, workpaper. |
Financial Credits are a separate pool from Academic word credits, with one lifetime free trial per service — see the Financial Suite pricing.
4. Credits & plans
Academic usage is metered in word credits; Financial usage is metered in Finance Credits — separate pools, each on their own plan (see Pricing). Each plan also caps request size where applicable.
- Monthly / yearly pools reset with your billing cycle; credits are non-transferable between accounts.
- If a run fails before completion, check the on-screen error; failed requests are typically not meant to silently drain your full intended deduction — retry after fixing the issue.
- Reaching a plan's usage cap prompts an upgrade before further runs on that suite.
5. Payments
From Pricing, choose a paid plan and open checkout. Available methods (shown only after you select one):
- Credit Card — via Dodo Payments hosted checkout.
- PayPal — pay via the plan link, then submit a transaction reference / receipt for admin approval.
- Sham Cash — transfer using the on-screen details, upload a receipt, await approval.
- Contact us — WhatsApp cash / assisted purchase when a number is configured in site settings.
Manual methods activate after admin review (often 1–2 business days). Questions: Contact.
6. Best practices
- Upload the exact file types each service asks for — most Financial workflows validate columns before running and will tell you what's missing.
- Keep source documents (statements, ledgers, datasets) close to how your institution or firm formats them for the most reliable results.
- Always verify generated figures, citations, and workpapers against your own records before relying on them.
- Follow your institution's or firm's own disclosure and review policies — QAI-vo is a productivity aid, not a policy waiver.
7. Help & related pages
- Support: /contact · info@qai-vo.com (typically 24–48 hours).
- Privacy Policy — how your files and text are processed.
- Terms of Service — acceptable use and credits.