Feature matrix
What each app does, side by side.
39 capabilities across every Ingrid app. A tick means it is live today; the dashed marker means it is on the way. Below the table, every app’s full feature list.
- Live features
- 477
- Coming
- 84
- Live in this app Live today
- Coming to this app Coming
- Not part of that app
- Law is in development (early access) and Payroll is coming: neither is live, so their rows show as coming.
| Capability |  |  |  |  |  |  |  |  |  |
|---|---|---|---|---|---|---|---|---|---|
| Getting work in | |||||||||
| Document reading by IngridInvoices, statements and documents read for you, with confidence shown. | Live in Payables | Not in Receivables | Live in Bank Rec | Not in Alert | Live in Ask Ingrid | Live in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Email inbox captureA dedicated address turns emailed invoices into drafts. | Live in Payables | Not in Receivables | Not in Bank Rec | Not in Alert | Not in Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Drag-and-drop uploadDrop files in; each becomes its own item to review. | Live in Payables | Not in Receivables | Live in Bank Rec | Not in Alert | Not in Ask Ingrid | Live in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Phone camera capturePhotograph a document and it arrives ready to review. | Live in Payables | Not in Receivables | Not in Bank Rec | Not in Alert | Not in Ask Ingrid | Live in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Duplicate detectionThe same document or entry is caught before it lands twice. | Live in Payables | Not in Receivables | Live in Bank Rec | Not in Alert | Not in Ask Ingrid | Live in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Review and control | |||||||||
| Approvals and sign-offWork waits for the right person before it moves on. | Live in Payables | Coming to Receivables | Live in Bank Rec | Not in Alert | Live in Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Coming to Payroll |
| Confirm before anything changesNothing is written to your books until a person says yes. | Live in Payables | Live in Receivables | Live in Bank Rec | Not in Alert | Live in Ask Ingrid | Live in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Controls and fraud checksPolicy checks, holds and unusual-activity flags. | Live in Payables | Not in Receivables | Live in Bank Rec | Live in Alert | Not in Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Learns from your codingSuggestions improve from how your team codes and matches. | Live in Payables | Not in Receivables | Live in Bank Rec | Not in Alert | Not in Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Ask Ingrid | |||||||||
| Ask Ingrid inside the appAsk questions in plain English without leaving the screen. | Live in Payables | Live in Receivables | Live in Bank Rec | Live in Alert | Live in Ask Ingrid | Live in Vault | Not in Custom Reporting | In development · early access | Not in Payroll |
| Answers with sourcesEvery answer points back to the record it came from. | Not in Payables | Not in Receivables | Not in Bank Rec | Not in Alert | Live in Ask Ingrid | Live in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Alerts and notifications | |||||||||
| Email and text alertsPlain-English alerts and reminders by email and text. | Live in Payables | Live in Receivables | Not in Bank Rec | Live in Alert | Coming to Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Daily briefs and digestsA short summary of what needs attention. | Live in Payables | Not in Receivables | Not in Bank Rec | Live in Alert | Coming to Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| In-app inboxItems that need you, collected in one place. | Not in Payables | Not in Receivables | Not in Bank Rec | Live in Alert | Live in Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Reports and dashboards | |||||||||
| DashboardsLive boards that show where things stand. | Live in Payables | Live in Receivables | Live in Bank Rec | Live in Alert | Live in Ask Ingrid | Not in Vault | Live in Custom Reporting | Not in Law | Not in Payroll |
| Ready-made reportsStandard reports built in, no setup. | Live in Payables | Live in Receivables | Live in Bank Rec | Live in Alert | Coming to Ask Ingrid | Not in Vault | Live in Custom Reporting | Not in Law | Not in Payroll |
| Export to PDF, Excel or CSVTake any list or report with you. | Live in Payables | Live in Receivables | Live in Bank Rec | Live in Alert | Not in Ask Ingrid | Not in Vault | Live in Custom Reporting | Not in Law | Not in Payroll |
| Scheduled report emailsReports land in your inbox on a schedule. | Not in Payables | Not in Receivables | Not in Bank Rec | Live in Alert | Coming to Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Cash forecastSee incoming and outgoing cash ahead of time. | Not in Payables | Live in Receivables | Not in Bank Rec | Live in Alert | Not in Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Spire connection | |||||||||
| Live Spire syncYour Spire data, kept current and checked. | Live in Payables | Live in Receivables | Live in Bank Rec | Live in Alert | Live in Ask Ingrid | Not in Vault | Live in Custom Reporting | Not in Law | Not in Payroll |
| Write back to SpireApproved work is posted into Spire for you, after you confirm. | Live in Payables | Coming to Receivables | Live in Bank Rec | Not in Alert | Live in Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Read-back after postingIngrid reads Spire again to confirm what it holds. | Live in Payables | Not in Receivables | Live in Bank Rec | Not in Alert | Not in Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Payments and receiptsPayment batches and receipts recorded against Spire. | Live in Payables | Coming to Receivables | Live in Bank Rec | Not in Alert | Not in Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Multi-currencyForeign-currency amounts handled and shown in home currency. | Live in Payables | Live in Receivables | Live in Bank Rec | Live in Alert | Not in Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Documents | |||||||||
| Filed in VaultSource documents are kept with the record they support. | Coming to Payables | Not in Receivables | Live in Bank Rec | Not in Alert | Live in Ask Ingrid | Live in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Document searchFind any document by words or by the facts inside it. | Not in Payables | Not in Receivables | Not in Bank Rec | Not in Alert | Live in Ask Ingrid | Live in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Security and administration | |||||||||
| Full audit trailWho did what, and when, kept and not editable. | Live in Payables | Live in Receivables | Live in Bank Rec | Not in Alert | Live in Ask Ingrid | Live in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| Role-based permissionsPeople see and do only what their role allows. | Live in Payables | Live in Receivables | Live in Bank Rec | Live in Alert | Live in Ask Ingrid | Live in Vault | Coming to Custom Reporting | Not in Law | Not in Payroll |
| One sign-in across appsOne login and company switch for every Ingrid app. | Live in Payables | Live in Receivables | Live in Bank Rec | Live in Alert | Live in Ask Ingrid | Live in Vault | Live in Custom Reporting | Not in Law | Not in Payroll |
| Each company kept separateOne company never sees another’s data. | Live in Payables | Live in Receivables | Live in Bank Rec | Live in Alert | Live in Ask Ingrid | Live in Vault | Live in Custom Reporting | Not in Law | Not in Payroll |
| Protection of sensitive dataCredentials, documents and personal details protected. | Not in Payables | Not in Receivables | Live in Bank Rec | Not in Alert | Not in Ask Ingrid | Live in Vault | Not in Custom Reporting | Not in Law | Coming to Payroll |
| Works on a phoneA layout that fits a phone screen. | Live in Payables | Not in Receivables | Live in Bank Rec | Live in Alert | Not in Ask Ingrid | Live in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| ERP support | |||||||||
| SpireConnected through the Ingrid Data Connector. | Live in Payables | Live in Receivables | Live in Bank Rec | Live in Alert | Live in Ask Ingrid | Live in Vault | Live in Custom Reporting | Not in Law | Not in Payroll |
| AccountMateComing soon, across the apps that will support it. | Coming to Payables | Coming to Receivables | Coming to Bank Rec | Coming to Alert | Coming to Ask Ingrid | Coming to Vault | Coming to Custom Reporting | Not in Law | Not in Payroll |
| Works with any ERPDocuments need no ERP connection. | Not in Payables | Not in Receivables | Not in Bank Rec | Not in Alert | Not in Ask Ingrid | Live in Vault | Not in Custom Reporting | Not in Law | Not in Payroll |
| In development: Law and Payroll | |||||||||
| Clients, matters and conflict checksLaw: built, in early access. Not live yet. | Not in Payables | Not in Receivables | Not in Bank Rec | Not in Alert | Not in Ask Ingrid | Not in Vault | Not in Custom Reporting | In development · early access | Not in Payroll |
| Time entry and read-only trust ledgersLaw: built, in early access. Not live yet. | Not in Payables | Not in Receivables | Not in Bank Rec | Not in Alert | Not in Ask Ingrid | Not in Vault | Not in Custom Reporting | In development · early access | Not in Payroll |
| Invoicing and calendarLaw: planned. | Not in Payables | Not in Receivables | Not in Bank Rec | Not in Alert | Not in Ask Ingrid | Not in Vault | Not in Custom Reporting | In development · early access | Not in Payroll |
| Canadian payroll engine and pay runsPayroll: coming. | Not in Payables | Not in Receivables | Not in Bank Rec | Not in Alert | Not in Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Coming to Payroll |
| Direct deposit, pay stubs and year-end slipsPayroll: coming. | Not in Payables | Not in Receivables | Not in Bank Rec | Not in Alert | Not in Ask Ingrid | Not in Vault | Not in Custom Reporting | Not in Law | Coming to Payroll |
Every feature, app by app
Open an app to see its complete list.
Payables78 live · 3 coming
Capture
- Live in PayablesDrag-and-drop upload queue
- Live in PayablesDedicated AP email address
- Live in PayablesSender allowlist and quarantine
- Live in PayablesEmail body as invoice
- Live in PayablesInbox convert to draft
- Live in PayablesManual invoice entry
- Live in PayablesPhone camera capture
- Live in PayablesRecurring invoice templates
Reading and review
- Live in PayablesFields read with confidence
- Live in PayablesNot-an-invoice detection
- Live in PayablesVendor matching from the document
- Live in PayablesCreate vendor from extraction
- Live in PayablesCorrections kept beside Ingrid’s reading
- Live in PayablesTampering and phishing warnings
- Live in PayablesPer-vendor price units
Coding, tax and FX
- Live in PayablesGL accounts learned per vendor
- Live in PayablesSplit a line across GL accounts
- Live in PayablesGL entry override
- Live in PayablesGL preview matches the post
- Live in PayablesCanadian tax handling
- Live in PayablesConfirm tax that differs
- Live in PayablesFreight and credit memos
- Live in PayablesMulti-currency invoices and payments
- Coming to PayablesChoose the exchange rate
- Live in PayablesClosed-period check
Duplicates and controls
- Live in PayablesDuplicate detection
- Live in PayablesRe-enter after a credit memo
- Live in PayablesSubmit-time policy checks
- Live in PayablesInvoice and vendor holds
- Live in PayablesVoid with a trail
- Live in PayablesAnomaly alerts
Approvals
- Live in PayablesApproval chains
- Live in PayablesApprove, reject, request info
- Live in PayablesDelegations
- Live in PayablesSegregation of duties
- Live in PayablesNo-matching-chain policy
- Live in PayablesApprover email and SMS
Purchase orders and accruals
- Live in PayablesPurchase orders from Spire
- Live in PayablesInvoice line to PO line matching
- Live in PayablesThree-way match and variance
- Live in PayablesOver-invoice check
- Live in PayablesPosting path routing
- Live in PayablesAccrual account choice
- Coming to PayablesNative Spire PO invoice match
- Live in PayablesReview queue
Posting to Spire
- Live in PayablesDirect posting to Spire
- Live in PayablesRead-back after posting
- Live in PayablesSafe retries and reconcile
- Live in PayablesPost as your own Spire user
- Live in PayablesDocuments and notes in Spire
- Live in PayablesVendor changes written to Spire
Payments
- Live in PayablesPayment batches
- Live in PayablesPre-check and pay the rest
- Live in PayablesEarly-payment discounts
- Live in PayablesVoid a batch
- Live in PayablesCheque numbers from Spire
- Live in PayablesPayment due digest
Vendors
- Live in PayablesVendor list and detail
- Live in PayablesVendor risk and spend
Dashboard and reports
- Live in PayablesAP dashboard
- Live in PayablesInvoice list with export
- Live in PayablesReceived, Not Invoiced report
- Live in PayablesAccrual reconciliation report
- Live in PayablesRouting decisions report
- Live in PayablesCompany report templates
Audit, sync and administration
- Live in PayablesAudit log and invoice timeline
- Live in PayablesActivity feed
- Live in PayablesSpire sync and connector status
- Live in PayablesData health checks
- Live in PayablesLive updates
- Live in PayablesPermissions per module
- Live in PayablesIdle sign-out
- Live in PayablesNotification settings
- Live in PayablesDocument naming pattern
- Coming to PayablesDocuments filed to Ingrid Vault
Ask Ingrid, mobile and other apps
- Live in PayablesAsk Ingrid panel
- Live in PayablesDraft and post by asking
- Live in PayablesPhone layout
- Live in PayablesDrafts from Bank Rec
- Live in PayablesPayments visible to Bank Rec
ERP support
- Live in PayablesWorks with Spire
- Coming to PayablesAccountMate support
Receivables54 live · 9 coming
Spire sync and data
- Live in ReceivablesSpire receivables sync
- Live in ReceivablesConnector push intake
- Live in ReceivablesSync now and connector status
- Live in ReceivablesBalance check against Spire
- Live in ReceivablesScreens refresh on change
- Live in ReceivablesSpire Communications notes
Dashboard and insight
- Live in ReceivablesReceivables dashboard
- Live in ReceivablesIncoming cash forecast
- Live in ReceivablesForecast explained by Ingrid
- Live in ReceivablesIngrid Insights
- Live in ReceivablesTrends over time
- Live in ReceivablesActivity feed
Invoices, customers and documents
- Live in ReceivablesInvoice list and detail
- Live in ReceivablesInvoice PDF
- Live in ReceivablesCustomer list and profile
- Live in ReceivablesCustomer risk scoring
- Live in ReceivablesReceipts list
- Live in ReceivablesCredits and adjustments
- Live in ReceivablesSales order pipeline
Collections
- Live in ReceivablesCollections hub
- Live in ReceivablesIntervention queue
- Live in ReceivablesPromises to pay
- Live in ReceivablesDisputes
- Live in ReceivablesPause, resume and resolve
- Live in ReceivablesCalls, emails and notes
Automated reminders (dunning)
- Live in ReceivablesDunning playbooks
- Live in ReceivablesAssign customers to rules
- Live in ReceivablesCustomer exceptions
- Live in ReceivablesAutomatic holds
- Live in ReceivablesRe-check before sending
- Live in ReceivablesSend controls
- Live in ReceivablesAttachments
- Live in ReceivablesBranded, verified sending
- Live in ReceivablesBounce and complaint suppression
- Coming to ReceivablesSMS reminders
Statements
- Live in ReceivablesCustomer statement PDF
- Live in ReceivablesEmail a statement
Cash application and payments
- Live in ReceivablesApply-cash worklist
- Coming to ReceivablesApply cash to invoices in Spire
- Coming to ReceivablesSecond-person approval
- Coming to ReceivablesRecord a receipt in Spire
- Coming to ReceivablesCard payment intake
- Coming to ReceivablesForeign-currency cash application
- Coming to ReceivablesPost AR invoices to Spire
- Coming to ReceivablesCredit application and credit memos
Reports
- Live in ReceivablesAging report
- Live in ReceivablesCSV export
- Live in ReceivablesDSO report
- Live in ReceivablesCollection effectiveness report
- Live in ReceivablesCompany report templates
Ask Ingrid
- Live in ReceivablesAsk Ingrid panel
- Live in ReceivablesConfirm before acting
- Coming to ReceivablesAR data for Ask Ingrid
- Live in ReceivablesWorks with Ingrid off
Settings, security and platform
- Live in ReceivablesCompany settings
- Live in ReceivablesPer-currency views
- Live in ReceivablesModule permissions
- Live in ReceivablesPer-company app access
- Live in ReceivablesYour data stays separate
- Live in ReceivablesWrite audit trail
- Live in ReceivablesUI Next interface
- Live in ReceivablesBank Rec receipt feed
ERP support
- Live in ReceivablesWorks with Spire
- Coming to ReceivablesAccountMate support
Bank Rec66 live
Statements and feeds
- Live in Bank RecSix statement file formats
- Live in Bank RecPDF statements read by Ingrid
- Live in Bank RecBalance proof on every statement
- Live in Bank RecMulti-account files
- Live in Bank RecDuplicate and overlap protection
- Live in Bank RecOriginal file kept
- Live in Bank RecDiscard a wrong upload
- Live in Bank RecLive bank feeds via Plaid
- Live in Bank RecFeed health and reconnect
- Live in Bank RecProtected feed credentials
- Live in Bank RecStatements filed in Ingrid Vault
Bank accounts and books
- Live in Bank RecRegister bank and card accounts
- Live in Bank RecSpire books
- Live in Bank RecAP and AR as book sources
- Live in Bank RecOne cash movement, one book item
- Live in Bank RecBook vs GL warning
Matching
- Live in Bank RecDeterministic matching first
- Live in Bank RecGroup matches
- Live in Bank RecConfidence bands
- Live in Bank RecA second opinion for ambiguous cases
- Live in Bank RecMatches that explain themselves
- Live in Bank RecCard payment to card statement
- Live in Bank RecManual matching with live difference
- Live in Bank RecConfirm, reject or undo matches
- Live in Bank RecExclude and restore lines
Recording to the books
- Live in Bank RecPrepare, preview, confirm
- Live in Bank RecNever posted twice
- Live in Bank RecRecord fees, interest and journals
- Live in Bank RecBank-to-bank transfers
- Live in Bank RecFX transfers (CAD and USD)
- Live in Bank RecCard expense coding in bulk
- Live in Bank RecAP payments and AR receipts
- Live in Bank RecAP invoice drafts
- Live in Bank RecSuggestions with approval
- Live in Bank RecRead-back verification
- Live in Bank RecReverse a record
Rules and learning
- Live in Bank RecRule builder with preview
- Live in Bank RecRule actions
- Live in Bank RecAuto-post only when approved
- Live in Bank RecKill switch and reversible auto-posts
- Live in Bank RecLearns from your coding
- Live in Bank RecSuggested rules
- Live in Bank RecRecurring transactions
Close and audit
- Live in Bank RecReconciliation sessions
- Live in Bank RecSealed periods
- Live in Bank RecUn-finish with a reason
- Live in Bank RecReconciliation report PDF
- Live in Bank RecOutstanding items and audit CSV
- Live in Bank RecAudit trail
- Live in Bank RecMark reconciled in Spire
Workspace and dashboard
- Live in Bank RecSide-by-side workspace
- Live in Bank RecKeyboard-first
- Live in Bank RecDashboard
- Live in Bank RecConnector status banner
- Live in Bank RecVendor, customer and GL pickers
- Live in Bank RecUI Next interface
- Live in Bank RecPhone width and offline banner
Ask Ingrid
- Live in Bank RecAsk Ingrid panel
- Live in Bank RecQuestions about your reconciliation
- Live in Bank RecConfirmed actions from chat
Security and control
- Live in Bank RecFour roles
- Live in Bank RecPer-company app access
- Live in Bank RecYour data stays separate
- Live in Bank RecWorks with Ingrid off
- Live in Bank RecCompany settings
ERP support
- Live in Bank RecWorks with Spire
- Coming to Bank RecAccountMate support
Alert58 live
Watch your books
- Live in AlertAlert Lite is free
- Live in AlertReady-made alert templates
- Live in AlertAlert packs by role
- Live in AlertAlerts across six business areas
- Live in AlertDaily, weekly, monthly or custom schedules
- Live in AlertFire on change
- Live in AlertSeverity levels and cooldowns
- Live in AlertPlain-English condition readout
- Live in AlertWrong-condition warnings
- Live in AlertConnector health and check status
- Live in AlertMulti-currency money in home currency
Build your own alerts
- Live in AlertDescribe an alert in a sentence
- Live in AlertVisual condition builder
- Live in AlertCustom alert categories
- Live in AlertCustom email and text wording
- Live in AlertAdjustable thresholds
Delivery and two-way alerts
- Live in AlertIn-app inbox for fired alerts
- Live in AlertBulk acknowledge
- Live in AlertIn-app alert inbox
- Live in AlertEmail alerts
- Live in AlertText message alerts
- Live in AlertSlack and Microsoft Teams
- Live in AlertOne-tap actions in email and text
- Live in AlertReply to an alert text
- Live in AlertReply to an alert email
- Live in AlertEscalation to backup recipients
- Live in AlertQuiet hours and digests
- Live in AlertDefault recipients
Morning brief
- Live in AlertMorning brief
- Live in AlertFigures, not guesses
- Live in AlertBrief settings and preview
Dashboards and reports
- Live in AlertReady-made dashboards
- Live in AlertLive metrics on the overview
- Live in AlertYour own overview tiles
- Live in AlertBuilt-in report catalog
- Live in AlertDashboard designer
- Live in AlertEdit, add and arrange panels
- Live in AlertShare and pin dashboards
- Live in AlertExport to PDF, Excel or CSV
- Live in AlertScheduled report emails
- Live in AlertFreshness shown on every board
- Live in AlertAsk a dashboard
- Live in AlertPhone layout
Insights and analysis
- Live in AlertAutomatic insights
- Live in AlertUnusual activity that learns your normal
- Live in AlertCustomer and vendor risk
- Live in AlertInsight feed with triage
- Live in AlertAsk Ingrid about your numbers
Cash and controls
- Live in Alert13-week cash forecast
- Live in AlertEditable forecast assumptions
- Live in AlertControls on or off
- Live in AlertCash below minimum alert
- Live in AlertControls and fraud signals
- Live in AlertReview flagged items
Security and administration
- Live in AlertShort, configurable cache
- Live in AlertPer-user permissions
- Live in AlertCompany isolation
ERP support
- Live in AlertWorks with Spire
- Coming to AlertAccountMate support
Ask Ingrid44 live · 14 coming
Ask about your business
- Live in Ask IngridPlain-English questions about Spire
- Live in Ask IngridReceivables and payables aging
- Live in Ask IngridSales, margin and inventory analysis
- Live in Ask IngridCash, trial balance and working capital
- Live in Ask IngridDocument and order lookups
- Live in Ask IngridNative Spire PDFs on request
- Live in Ask IngridAP and AR aging tables
- Live in Ask IngridData freshness shown
- Live in Ask IngridSpire expert reference
- Live in Ask IngridKnows the Ingrid platform
Prepare work, you approve
- Live in Ask IngridQuotes in Spire
- Live in Ask IngridUpdate and convert quotes
- Live in Ask IngridSales orders end to end
- Live in Ask IngridPurchase orders end to end
- Live in Ask IngridCustomer and vendor records
- Live in Ask IngridInvoice capture to AP draft
- Live in Ask IngridEdit the card before confirming
- Live in Ask IngridWork queue for approvals
- Live in Ask IngridApprove from the Ask panel
- Coming to Ask IngridNative AP posting from Ask Ingrid
- Coming to Ask IngridGL journals and ledger entries
- Coming to Ask IngridInventory adjustments
- Coming to Ask IngridBank Rec match and record
Gadgets and desks
- Live in Ask IngridNine curated Spire Gadgets
- Live in Ask IngridInventory availability desk
- Live in Ask IngridCustomer account briefing
- Live in Ask IngridGadgets built on request
- Live in Ask IngridYou approve each data source
- Coming to Ask IngridPinned dashboards
Reports
- Coming to Ask IngridBranded company reports
- Coming to Ask IngridSpreadsheet to live report
Watches, inbox and tasks
- Live in Ask IngridPayables watch
- Live in Ask IngridIn-app inbox
- Live in Ask IngridTask board
- Coming to Ask IngridEmail alerts
- Coming to Ask IngridScheduled briefings
- Coming to Ask IngridCustom monitors
Ask Ingrid in every app
- Live in Ask IngridAsk panel in Ingrid AP
- Live in Ask IngridAsk panel in Ingrid AR
- Live in Ask IngridAsk panel in Bank Reconciliation
- Live in Ask IngridIngrid Vault documents
- Live in Ask IngridLaunch other Ingrid apps
Safety, control and audit
- Live in Ask IngridTyped, permission-checked reads
- Live in Ask IngridNothing changes until you confirm
- Live in Ask IngridSigned per-user confirmation
- Live in Ask IngridNo double writes
- Live in Ask IngridAppend-only audit trail
- Live in Ask IngridPersonal Spire login
- Live in Ask IngridUntrusted content labelled
- Live in Ask IngridCompany isolation
Models and access
- Live in Ask IngridPrivate to your company
- Live in Ask IngridDocuments read by Ingrid
- Coming to Ask IngridOne set of rules for every app
- Coming to Ask IngridBring your own key
- Live in Ask IngridProvisioned from Platform Admin
- Coming to Ask IngridYour own integrations
- Coming to Ask IngridTelegram and WhatsApp
ERP support
- Live in Ask IngridWorks with Spire
- Coming to Ask IngridAccountMate support
Vault66 live · 9 coming
Upload and intake
- Live in VaultDrag-and-drop upload
- Live in VaultPhone capture
- Live in VaultFile checks on the way in
- Live in VaultDuplicate detection
- Live in VaultDocument versions
- Live in VaultBulk onboarding import
- Live in VaultAP and Bank Rec files collected
- Live in VaultDocuments waiting on day one
Reading, naming and filing
- Live in VaultReads text and scans
- Live in VaultAutomatic classification
- Live in VaultCited fact extraction
- Live in VaultValidated, never guessed
- Live in VaultSensitive numbers masked
- Live in VaultConsistent automatic names
- Live in VaultFiling rules
- Live in VaultVendor and customer linking
- Live in VaultPrompt-injection resistance
- Coming to VaultClassify from source app
Review and facts
- Live in VaultReview inbox
- Live in VaultBulk approve reviews
- Live in VaultConfirm or edit any fact
- Live in VaultConfidence on every fact
- Live in VaultFact history kept
Library and documents
- Live in VaultFolders and library table
- Live in VaultDocument view with facts
- Live in VaultHighlighted source passage
- Live in VaultBulk move
- Coming to VaultTags
- Live in VaultTrash and restore
- Live in VaultKeep in Vault
- Live in VaultCommand palette
- Live in VaultPhone layout
Search
- Live in VaultHybrid search
- Live in VaultFact filters in search
- Live in VaultSnippets and match reasons
- Live in VaultPermission-safe results
Ask Ingrid
- Live in VaultAsk questions in Vault
- Live in VaultEvery answer cited
- Live in VaultRefuses rather than guesses
- Live in VaultAnswers as the asker
- Live in VaultAsk about one document
- Live in VaultPrivate conversation history
- Live in VaultVault in Ask Ingrid
- Coming to VaultIngrid suggests moves and renames
Upcoming and compliance
- Live in VaultUpcoming deadlines
- Live in VaultDone, snooze or dismiss
- Live in VaultMissing COI and W-9 gaps
- Live in VaultW-9 re-certification reminder
- Coming to VaultDeadlines sent to Ingrid Alert
Sharing and permissions
- Live in VaultOnly me, Shared, Everyone
- Live in VaultDepartments
- Live in VaultAdmin, Member, Viewer roles
- Live in VaultWho has access
- Live in VaultConfirm before widening access
- Live in VaultSealed folders
- Live in VaultShared with me
- Live in VaultImmediate revocation
- Live in VaultOne permission check everywhere
Security, privacy and audit
- Live in VaultPrivate to your company
- Live in VaultExtracted text kept private too
- Live in VaultPrivacy status
- Coming to VaultKey rotation
- Coming to VaultCrypto-shred on offboarding
- Live in VaultAccess log
- Live in VaultSharing audit history
- Live in VaultAdmin access logged
- Live in VaultSeparated by company
- Coming to VaultLegal hold
- Coming to VaultRetention policies
Usage and settings
- Live in VaultUsage meters
- Live in VaultOver-allowance handling
- Coming to VaultIncluded with Ingrid Law
- Live in VaultWorks inside Ask Ingrid
ERP support
- Live in VaultWorks with any ERP
- Live in VaultWorks with Spire
- Coming to VaultAccountMate support
Custom Reporting49 live · 2 coming
Sales reporting
- Live in Custom ReportingSales vs Budget by territory
- Live in Custom ReportingMonth-to-date snapshot
- Live in Custom ReportingSales Explorer
- Live in Custom ReportingMonthly and quarterly trend
- Live in Custom ReportingSales KPIs
- Live in Custom ReportingClick-through drill-downs
- Live in Custom ReportingRun any report as of a date
- Live in Custom ReportingOverview dashboard
Customers
- Live in Custom ReportingCustomer list with detail pane
- Live in Custom ReportingCustomer portfolio dashboard
- Live in Custom ReportingRFM segments
- Live in Custom ReportingAccount health score
- Live in Custom ReportingChurn and order-rhythm alerts
- Live in Custom ReportingCross-sell gaps
- Live in Custom ReportingCustomer AR aging
- Live in Custom ReportingContact search
- Live in Custom ReportingRule-written customer overview
- Live in Custom ReportingCustomer clusters with CSV export
Vendors and purchasing
- Live in Custom ReportingVendor list and portfolio
- Live in Custom ReportingVendor scorecard
- Live in Custom ReportingVendor risk flags
- Live in Custom ReportingVendor detail tabs
- Live in Custom ReportingFill rate and on-time receipts
- Live in Custom ReportingRule-written vendor overview
Inventory
- Live in Custom ReportingInventory KPI strip
- Live in Custom ReportingAction queues
- Live in Custom Reporting90-day stock runway
- Live in Custom ReportingABC x XYZ matrix
- Live in Custom ReportingStock age and value breakdown
- Live in Custom ReportingItem detail drawer
- Coming to Custom ReportingPurchase order and transfer previews
- Live in Custom ReportingTurns and excess report
Finance KPIs
- Live in Custom ReportingFinance KPIs
- Live in Custom ReportingAP days overdue detail
- Live in Custom ReportingSales outbound coverage KPI
Classic view (exact report parity)
- Live in Custom ReportingClassic report menu
- Live in Custom ReportingSame columns, same rows
- Live in Custom ReportingFind and export to Excel
- Live in Custom ReportingClassic / New view toggle
Settings and budgets
- Live in Custom ReportingCompany metric settings
- Live in Custom ReportingBudget entry by territory
- Live in Custom ReportingFreight-in-sales switch
- Live in Custom ReportingInventory settings
Data access and security
- Live in Custom ReportingRead-only Spire connection
- Live in Custom ReportingFixed, validated reports
- Live in Custom ReportingReport caching
- Live in Custom ReportingData freshness indicator
- Live in Custom ReportingTruncation-safe totals
- Live in Custom ReportingIngrid sign-in and company switch
- Coming to Custom ReportingPer-rep data scoping
ERP support
- Live in Custom ReportingWorks with Spire
- Coming to Custom ReportingAccountMate support
LawIn development · early access
Built, in early access
- In development · early accessClients and matters
- In development · early accessConflict checks
- In development · early accessTimekeepers and rate cards
- In development · early accessTime entry with timers
- In development · early accessTrust ledgers, read-only
Moving from PCLaw
- In development · early accessPCLaw import in testing
Coming next
- In development · early accessInvoicing
- In development · early accessCalendar with Microsoft 365 and Google sync
- In development · early accessCourt-rules deadlines
Coming later
- In development · early accessClient portal
- In development · early accessInvoice and report designer
- In development · early accessAsk Ingrid scheduling
PayrollComing
Core payroll
- Coming to PayrollCanadian payroll engine
- Coming to PayrollPay runs with review
- Coming to PayrollEarnings, deductions and benefits
- Coming to PayrollProtected employee details
After that
- Coming to PayrollDirect deposit files
- Coming to PayrollPay stubs
- Coming to PayrollT4, RL-1 and ROE
- Coming to PayrollAnnual limits and leave rules
- Coming to PayrollImport from AccountMate payroll
Platform (under every app)62 live · 19 coming
integrations
- Live in Platform (under every app)On-premise Spire Data Connector
- Live in Platform (under every app)Outbound-only connection
- Live in Platform (under every app)Spire credentials stay on-site
- Live in Platform (under every app)Signed installer and verified updates
- Live in Platform (under every app)Cloud relay with separated capabilities
- Live in Platform (under every app)Scheduled delta sync to AP and AR
- Live in Platform (under every app)Bad rows quarantined, not lost
- Live in Platform (under every app)Writes through Spire's REST API
- Live in Platform (under every app)No blind re-sends of ERP writes
- Live in Platform (under every app)Tested on Spire 3.13 and 4.1
- Live in Platform (under every app)Suspended companies pause safely
security
- Live in Platform (under every app)Separated by company
- Coming to Platform (under every app)Company separation, rolling out further
- Live in Platform (under every app)Isolation checked in CI
- Live in Platform (under every app)Salted, hashed passwords
- Live in Platform (under every app)Account lockout and IP limits
- Live in Platform (under every app)Throttled password resets
- Live in Platform (under every app)One sign-in across apps
- Live in Platform (under every app)HTTPS enforced with HSTS
- Live in Platform (under every app)Credentials redacted from logs
- Live in Platform (under every app)Plain errors with request IDs
- Live in Platform (under every app)Sealed third-party secrets
- Coming to Platform (under every app)Vault documents kept private
- Live in Platform (under every app)Data minimisation
private-ingrid
- Live in Platform (under every app)Private to your company
- Live in Platform (under every app)Documents read by one model
- Live in Platform (under every app)Fails closed, never falls through
- Live in Platform (under every app)Per-company rules for Ingrid
- Coming to Platform (under every app)Bring your own key
- Live in Platform (under every app)Untrusted text kept as data
- Live in Platform (under every app)No unrestricted access for Ingrid
- Live in Platform (under every app)Ingrid’s usage counted and recorded
- Coming to Platform (under every app)One central service for Ingrid
confirmed-actions
- Live in Platform (under every app)Ingrid proposes, you confirm
- Live in Platform (under every app)App code executes, not the model
- Live in Platform (under every app)Your permissions apply
- Live in Platform (under every app)Confirm once, run once
- Live in Platform (under every app)Signed per-user confirmations
- Live in Platform (under every app)Spire actions from chat
- Live in Platform (under every app)Edit before you confirm
- Coming to Platform (under every app)ConfirmGate for money actions
audit
- Live in Platform (under every app)Sign-in and admin events logged
- Live in Platform (under every app)Full audit trail of Ingrid’s steps
- Live in Platform (under every app)Audit rows cannot be edited
- Live in Platform (under every app)Sealed bank reconciliations
- Live in Platform (under every app)AP activity log page
- Live in Platform (under every app)Secrets kept out of audit
admin
- Live in Platform (under every app)Per-company app access
- Live in Platform (under every app)Email invitations
- Live in Platform (under every app)Roles and module permissions
- Live in Platform (under every app)One login, several companies
- Live in Platform (under every app)One sign-in across apps
- Live in Platform (under every app)Welcome launcher
- Live in Platform (under every app)Password reset
- Live in Platform (under every app)Logged support access
- Live in Platform (under every app)Per-company model provider rules
- Live in Platform (under every app)Connector fleet visibility
notifications
- Live in Platform (under every app)Alert email and SMS
- Live in Platform (under every app)Slack and Teams posts
- Coming to Platform (under every app)Shared notification inbox
- Coming to Platform (under every app)Per-kind notification types
- Coming to Platform (under every app)Branded customer email
mobile
- Coming to Platform (under every app)Phone layout for AP
- Coming to Platform (under every app)Camera capture
- Coming to Platform (under every app)Continue on desktop
- Coming to Platform (under every app)Ingrid on Telegram/WhatsApp
design-system
- Coming to Platform (under every app)UI Next component library
- Live in Platform (under every app)Money-in, money-out colours
- Live in Platform (under every app)Readable contrast enforced
- Coming to Platform (under every app)Numbers never cut off
- Live in Platform (under every app)Light and dark themes
- Coming to Platform (under every app)Keyboard command palette
fx
- Coming to Platform (under every app)Shared exchange-rate service
- Live in Platform (under every app)Historical daily rates
- Live in Platform (under every app)AP invoice rate choice
- Live in Platform (under every app)Bank Rec FX transfer suggestions
- Live in Platform (under every app)Dashboards skip unknown rates
other
- Coming to Platform (under every app)Inventory command centre
- Coming to Platform (under every app)Inventory write-back
- Live in Platform (under every app)Branded PDF and Excel reports
- Coming to Platform (under every app)What's New feed
Each app also has its own page under Products. Questions about a specific feature? Ask us.