Everything you need to close the month. You stay in charge.
A double-entry ledger with an AI assistant that pre-sorts and flags work for your review.
Ledger — AI assistant
Ask 'who has uncategorized transactions?' or 'summarize March close' and get answers from your own data. Any change it proposes waits for your approval.
Double-entry ledger
Chart of accounts, journal entries, trial balance, and GL drill-downs.
Bank feeds & reconciliation
Plaid-powered feeds for banks and cards. Match and reconcile in one screen.
AI review inbox
AI suggests a category and explains why. Nothing posts until you approve it.
Financial statements
P&L, Balance Sheet, Cash Flow and AR/AP aging, branded for your firm.
Client question portal
Replaces texts and 'send me the receipt' emails. Clients tap an answer; you review it.
Month-end close tracker
Every step assigned and dated, with AI suggestions you can accept or ignore.
Multi-client firm view
One dashboard for every client. No separate logins per client.
Tax & lender packages
Branded exports for the CPA and the bank, built from the same ledger.