Self-driving,
but with a pilot.
We don't just give you software. We give you a financial operating system powered by AI and verified by CPAs.
AI Categorization
Our engine ingests thousands of transactions instantly, categorizing 95% of them with machine-learning accuracy based on your past behavior.
Expert Review
Your dedicated CPA reviews and verifies the AI's work. They handle complex revenue recognition, accruals, and edge cases.
Board Ready
You don't just get books. You get a monthly financial package ready for your board meeting, investors, and due diligence checks.
Your financial
intelligence dashboard.
Track burn, runway, and revenue trends instantly. Generate board-ready reports with a single click. For complex strategy, your CPA team is always available in Slack
.
The financial OS
that runs itself.
From smart categorization rules to real-time burn tracking, we give you the tools to manage your finances at scale.
Starbucks
-$12.50
Create Rule
Uber
Travel
-$45.20
Done
Vercel
Software
-$20.00
Done
WeWork
Uncategorized
-$450.00
ReviewPersonalize your rules.
Teach our AI once, and it remembers forever. Create custom logic to automatically tag specific vendors, projects, or recurring expenses. We handle 90% of the work before you even login.
- Vendor-specific logic
- Project tagging
- Multi-entity splitting
Revenue & Spend, visualized.
Identify unnecessary expenses and track your revenue growth in real-time. Our dashboard gives you a live pulse on your company's health, so you're never flying blind.
SaaS Metrics
Track MRR, ARR, and Churn automatically.
Investor Ready
Speak to VCs and angel investors with confidence.
Equity Clarity
Stock options, vesting, and cap table management.
Total Revenue
$64,230
Recent Spend
AWS
Software
$1,200
+5%
Figma
Software
$45
0%
Notion
Software
$20
0%Internet Money
$32,566.00
Process Squad
$108,840.00
AZ Rentals
$49,840.00
Scales with you
From day 0 to IPO
Unlimited entities.
Whether you have one holding company or ten subsidiaries, manage them all in one place. We handle inter-company transfers and consolidated reporting automatically.
- Consolidated views
- Inter-company reconciliation
- Review per entity
A clean, accurate ledger.
We don't just categorize; we reconcile. Every transaction is matched to source documents, ensuring your General Ledger is always audit-proof and tax-ready.
- Double-entry accounting
- Source document linking
- Accrual basis support
| Date | Description | Category | Debit | Credit |
|---|---|---|---|---|
| Sep 14 | Rent Payment | Rent | $12,450 | - |
| Sep 12 | Client Invoice #1045 | Income | - | $12,000 |
| Sep 10 | Inter-Entity Transfer | Transfer | - | $15,000 |
| Sep 09 | Payroll Run | Payroll | $3,200 | - |
| Sep 09 | Vendor Payment (IT) | Contractors | $3,200 | - |
We pay for ourselves.
Literally.
We automatically identify tax credits and savings opportunities you might have missed. From R&D credits to SaaS duplicate subscriptions, we find money that goes straight to your bottom line.
Fair & Transparent
We grow when you grow.
Tax season
on autopilot.
Forget the panic. We track every deadline and prepare every filing, so you stay compliant without lifting a finger.
1099-NEC / MISC
Due Jan 31Contractor filings prepared automatically
Delaware Franchise Tax
Due Mar 1Annual report calculation & filing
Federal Tax (1120)
Due Apr 15Income tax return preparation
Your finances, always clear. Your bookkeeping, always done. No more waiting for month-end reports or chasing receipts. The peace of mind you need to build, finally within reach.