Accurate Online BookkeepingServices done with AI
Transform your financial operations with AI-driven insights, predictive analytics, automated bookkeeping, and multi-tenant SaaS architecture. Make smarter decisions, faster.
AI Virtual CFO
Ask anything about your finances
Quick prompts
+24%
Revenue
Low
Risk Score
94%
Efficiency
Built for Growing Businesses Across Industries
Enterprise Security,Built from Day One
Your financial data is protected with the same rigor as the world's leading financial institutions.
Bank-Grade Encryption
AES-256 encryption for data at rest and TLS 1.3 for data in transit.
Multi-Tenant SaaS
Per-company data isolation with enterprise-grade infrastructure.
Zero-Knowledge Access
We never see your credentials. OAuth and token-based access only.
Audit Trail
Complete history of every action, edit, and approval for compliance.
Role-Based Permissions
Granular access control with admin, owner, and team member roles.
GDPR-Ready Design
Built with European data protection principles in mind.
HIPAA-Ready Design
Architected with healthcare data safeguards and encryption standards.
Everything You Need toMaster Your Finances
A comprehensive AI-powered accounting platform designed to automate, analyze, and grow your business finances with enterprise-grade security.
AI Bookkeeping
AI auto-categorizes transactions with OCR document processing, eliminating manual data entry.
AI Financial Reporting
Live dashboards with customizable KPIs, financial statements, and health metrics updated instantly.
AI Forecasting
AI-driven cash flow predictions, revenue forecasts, and scenario modeling for confident planning.
Audit Trail & Security
Automatic anomaly detection, complete audit logs, and enterprise-grade security to protect your business.
Multi-Currency & Multi-Tax
Handle international transactions with automatic exchange rates, multi-currency support, and multi-tax jurisdictions.
Approval Workflows
Automate expense approvals, invoice payments, bill pay, and reporting with customizable workflows.
Notification Center
Proactive automated reminders for invoices, bills, deadlines, and unusual spending across email and in-app.
AI Tax Center
Generate audit-ready tax summaries, monthly tax reports with jurisdictional breakdown, and compliance documentation.
Multi-Tenant SaaS
Manage multiple companies, departments, and budgets from a single dashboard with role-based permissions.
AI Expense Tracking
Capture receipts with OCR, track spending by department, and enforce policies with smart automation.
Vendor & Customer Management
Manage vendors, customers, invoicing, and bill pay with direct bank account payments and reconciliation.
AI Payroll & Payments
Run payroll with direct bank payments, Stripe payment processing, and Plaid bank connections.
Built for Accounting Firms& Growing Businesses
Twelve advanced modules that handle the complex compliance, practice management, and financial workflows that growing businesses and accounting firms need.
Sales Tax Automation
Track, file, and manage sales tax obligations across every jurisdiction with automated period tracking and e-filing readiness.
Inter-Company Transactions
Record loans, transfers, allocations, and expense sharing between related entities with full audit trails.
Cost Accounting
Allocate indirect costs across departments using direct, step-down, activity-based, or proportional methods.
Cap Table Management
Track equity ownership, share classes, vesting schedules, and stakeholder positions in real time.
W-9 Portal
Collect, verify, and track vendor W-9 forms with automatic three-year expiration monitoring.
1099 E-Filing
Prepare and electronically file 1099-NEC, 1099-MISC, and other forms with recipient copy tracking.
Compliance Checklists
Stay ahead of regulatory deadlines with recurring compliance tasks, evidence uploads, and responsibility tracking.
Engagement Letters
Manage client scope of work, fee agreements, and signed engagement letters with status workflow tracking.
Staff Utilization
Monitor billable vs. non-billable hours, utilization rates, and revenue per team member by period.
Workpaper Management
Prepare, review, and finalize audit workpapers with tie-out amounts and preparer/reviewer workflow.
Client Onboarding
Guide new clients from intake through go-live with structured task workflows and assignment tracking.
Subscription & Deferred Revenue
Manage deferred revenue schedules, recognition timing, and subscription billing with ASC 606 compliance.
All modules included in Core and Professional plans · 30-day free trial · No credit card required
See Your FinancesLike Never Before
Connect Your Data
Link bank accounts via Plaid, sync Stripe, and connect Google Calendar & Sheets.
AI Analyzes Everything
OCR processing and auto-categorization understand your financial patterns.
Get Real-Time Insights
Live dashboards with AI-powered analytics, forecasting, and recommendations.
Make Smarter Decisions
Use AI forecasts, approval workflows, and automated reminders to plan confidently.
Financial Overview
January - June 2024
$328,500
Total Revenue
$98,200
Net Profit
$214,300
Expenses
1,284
Active Clients
Revenue vs Expenses
Expense Breakdown
Explore Every ModuleInside the Platform
Over 60 integrated modules across bookkeeping, invoicing, compliance, and AI — all in one connected workspace. Click a category to preview what's inside.
Bookkeeping
8 modules
Live module previewProactive Alerts,Not Just Reports
Our AI doesn't wait for you to ask. It continuously monitors your finances and surfaces actionable insights before problems become crises.
Cash Flow Warning
Based on current trends, you may face a cash shortfall in 45 days. Consider accelerating receivables.
Revenue Opportunity
Your Q2 performance suggests potential for 18% growth. Optimize your top 3 revenue streams.
Cost Optimization
AI detected $12,400 in potential monthly savings across software subscriptions and vendor contracts.
Goal Achievement
Congratulations! You're on track to exceed your quarterly profit target by 8.5%.
Connect Your EntireFinancial Stack
Seamlessly integrate with Stripe payments, Plaid bank connections, Google Calendar sync, and Google Sheets. Plus OCR document processing and 12,000+ bank feeds.
Stripe
Payments
Plaid
Banking
Google Calendar
Sync
Google Sheets
Sync
12,000+ Banks
Banking
OCR Processing
Documents
Bank Feeds
Banking
Payment APIs
Payments
Email Parsing
Documents
CSV Import
Data
Excel Export
Reporting
PDF Export
Reporting
Stripe Payments
Accept payments, manage subscriptions, and sync transactions
Plaid Bank Connections
Securely connect 12,000+ banks and credit cards
Google Calendar Sync
Sync financial tasks, reminders, and deadlines
Google Sheets
Export and sync financial data to Google Sheets
Built for EveryType of Business
Startups
Scale with Confidence
From seed to Series C, track burn rate, runway, and investor metrics in real-time.
Simple, TransparentPricing
Start with a 30-day free trial. No credit card required. All plans include multi-currency support, role-based permissions, and automated reminders.
Essentials
For small businesses getting started with AI bookkeeping
- Up to 1,000 transactions/month
- AI transaction categorization
- Basic financial dashboards
- 3 bank account connections via Plaid
- Bill pay & invoicing with Stripe
- Email support
- 30-day free trial
Core
For growing businesses with advanced financial needs
- Up to 10,000 transactions/month
- AI Virtual CFO with natural language queries
- Predictive cash flow forecasting
- Custom dashboards & reports
- Unlimited bank connections via Plaid
- Payroll automation with bank payments
- Google Calendar & Sheets sync
- Priority support
- 30-day free trial