20+ AI-powered features, professional accounting tools, and real-time QuickBooks integration. Built for modern accounting teams.
AI automation handles routine tasks
AI-powered extraction and analysis
Live QuickBooks integration
Bank-level encryption & SOC 2 ready
Professional tools designed for CPAs, controllers, and finance teams. Real-time QuickBooks sync with intelligent automation.
Account-level view with debit/credit columns, sub-account hierarchy, prior period comparison, and variance analysis with QuickBooks sync.
Professional audit workpaper management with tick marks, reviewer notes, category organization, and digital attachments.
Adjusting and reversing entry tracking with multi-line entries, approval workflow, and direct QuickBooks posting.
Period-over-period and budget variance analysis with AI-powered explanations for material changes.
Treasury-grade 13-week rolling forecast and 12-month strategic view with scenario modeling.
Intelligent budget creation with fiscal year-end picker, historical GL actuals, and percentage increase options.
Complete 1099 compliance with W-9 status tracking, payment thresholds, filing deadlines, and compliance alerts.
Automated month-end review with executive summary, key metrics, achievements, and strategic priorities.
Connect bank accounts, import transactions, AI-powered matching, and discrepancy detection.
Manage multiple entities with consolidated reporting and inter-company eliminations.
Complete transaction history with user tracking, timestamps, and change documentation.
Create custom financial reports with drag-and-drop, filters, and export options.
CFO-grade metrics: burn rate, runway, gross margin, DSO, DPO, working capital ratio.
Handle international transactions with automatic currency conversion and reporting.
Powered by GPT-4. Comprehensive AI-driven insights, predictions, and automation to save you 40+ hours per month.
Interactive chat for contextual financial analysis with conversation history and quick question suggestions
7/14/30-day forecasts with risk indicators, projected inflows/outflows, and cash runway calculations
Automatic detection of unusual spending patterns with severity classification and action recommendations
Late payment risk analysis for invoices with AI-generated reasoning and collection action recommendations
Identifies duplicate payments, subscription optimization, and 6 other opportunity types with savings estimates
3/6/12-month revenue forecasts with growth trend analysis, strategic insights, and confidence levels
Analyzes 12 months of bills to generate intelligent category budgets with variance analysis and savings opportunities
Identifies recurring subscriptions with utilization scores, status classification, and optimization recommendations
Identifies tax deduction opportunities across 8 types with estimated savings and compliance reminders
Assesses vendor reliability, identifies concentration risks, and provides relationship health scores
Optimizes bill payment timing for cash flow with prioritization and weekly schedules
Comprehensive business assessment across 6 categories with overall health score (0-100) and strategic recommendations
Forecasts future expenses for 30/60/90 day horizons with category-level predictions and confidence levels
Intelligent financial alert system with prioritized notifications and actionable recommendations
Week-over-week business activity analysis with impact assessment, trends, and actionable recommendations
Identifies potential duplicate bills/payments with confidence levels, savings calculations, and prevention tips
Comprehensive vendor analysis with reliability ratings (0-10), performance tiers, and optimization recommendations
Month-over-month spending variance tracking by category with severity levels and corrective action recommendations
Comprehensive monthly financial summary with executive overview, key metrics, achievements, and strategic priorities
Advanced accounts receivable analysis with invoice patterns, payment behaviors, and collection efficiency metrics
Bi-directional sync with QuickBooks Online. Your financial data stays current across all reports, dashboards, and AI features.
Foundation features that power your financial automation
Advanced AI-powered document processing with 99% accuracy
Seamless QuickBooks Online integration with bi-directional sync
Comprehensive financial reporting and business intelligence
Intelligent business rules engine for automation
Bulk journal entry processing and validation
Connect with your existing financial ecosystem
Bank-level security with enterprise compliance features
AES-256 encryption at rest and in transit
Security controls for compliance requirements
Granular permissions for team members
Complete activity logging and history
