Close the books and see cash clearly
We pull your accounting, banking, billing, and expense tools into one reconciled data layer, then automate reconciliation, month-end close, reporting, and approvals, with an assistant that answers cash and revenue questions in plain language.
Finance ops runs on spreadsheets and stale data
Reconciliation by spreadsheet
POS, bank, and ledger don't match without hours of manual work every week.
Month-end is a scramble
Close drags on across disconnected tools, and nobody trusts the numbers until it's done.
No live view of cash
Cash position, runway, and AR/AP are always a few days stale, right when you need them most.
One live data layer, then AI on top
We reconcile banking, accounting, billing, and expenses into one live financial record. Agents match transactions continuously, run a guided close, route approvals with checks, and flag anomalies, with an assistant on top for instant answers.
Purpose-built for finance & fintech
Automated reconciliation
Bank, ledger, and billing matched continuously, not in a month-end scramble.
Guided month-end close
Every step tracked, journals posted, checklists cleared, close time cut sharply.
Expense & approval routing
Requests auto-classified, checked against budget and vendor history, and routed with SLAs.
Cash & revenue assistant
Ask for cash position, runway, or revenue vs. last week, and get a live, sourced answer.
Plugs into the tools you already run
We don't ask you to rip anything out. We connect to the software you already use, the industry tools plus the finance and CRM systems everyone runs, and reconcile it into one live layer.
QuickBooks
XeroNetSuitePlaid
Stripe
BrexRamp
SalesforceWhat it's worth to you
Working builds you can open in your browser
Each one runs on sample data with a guided tour. Read what it does and who it is for, then open it.
Packaged for your world
Questions finance & fintech teams ask first
What does AI automation mean for a finance team or fintech?
Bank, ledger and billing matched continuously instead of at month end, a guided close with the reconciliation differences already flagged, approvals routed with context, and an assistant that answers cash, runway and revenue questions from live numbers.
Which systems do you connect?
Accounting and ERP such as QuickBooks, Xero and NetSuite, banking through Plaid, billing, expense tools like Ramp and Brex, and spreadsheets. One reconciled financial record sits underneath, and the agents and the assistant work on it.
How accurate is automated reconciliation?
The agent matches what it is confident about and flags the rest for a person. It runs alongside your current process until the match rate and the exceptions are what your controller expects, and only then takes over.
Is our financial data used to train models?
No. Everything runs inside your own tenancy and models are called under agreements where your data is not used for training and is not retained. The audit trail of what was read and produced stays with you.
Where should we start?
Take the AI Readiness Roadmap for accounting and financial services firms, or book a thirty-minute call. The roadmap ranks the opportunities for your team with hour ranges derived from your answers.
Want a close that runs itself?
Tell us what you have in mind. We'll come back with the highest-ROI path to get there.
Book a free callor write to us at [email protected]