Everything in one platform.
No add-ons, no upgrades. Books, billing, banking, payroll and reporting — built around an AI copilot you can actually trust.
Books
- Double-entry general ledger with immutable journal
- Multi-currency support
- Custom chart of accounts
- Fiscal period locking & year-end close
- Full audit log on every write
Receivables
- Invoices, quotes & estimates
- Recurring invoices
- Online payment (Stripe-hosted)
- AR aging reports
- PDF generation
Payables
- Bills & vendor management
- Expense tracking
- Receipt OCR (Mindee primary, AWS Textract fallback)
- AP aging reports
- 1099-NEC vendor tracking
Banking
- Plaid bank feeds
- AI-powered transaction categorization
- Bank reconciliation workflow
- Multi-account support
AI Copilot
- Chat with your books in natural language
- Tool-use with human-in-the-loop approval
- Anomaly detection
- Forecasting
- Plain-English report explanations
Reports
- P&L, Balance Sheet, Cash Flow, Trial Balance
- AR / AP aging
- CSV export on every report
- Cash-flow forecasting (weekly projections)
Every feature is included in the Pro plan. See pricing or start a free trial.