Built from the books up.
One intelligent system connects source documents, owned books, CFO intelligence, and tax-ready work.
One controlled path
- 01Source evidence
- 02AI proposal
- 03Human judgment
- 04Owned books
Planned cross-model verification, coming: Claude by Anthropic, Codex by OpenAI, Grok by xAI, and Gemini by Google
The AI prepares the books. You own the judgment.
Source evidence becomes a complete double-entry proposal with its reasoning attached. When a material fact is missing, the system asks instead of inventing.
One transaction · Complete path
Human control retained
SOURCE TRAIL ATTACHED
Start with what actually happened.
Invoice and statement activity establish the amount and counterparty before the accounting treatment is proposed.
AI proposes.
Accountant decides.
02 / CFO intelligence
ComingThe books show what changed. The business explains why.
Business context changes what a movement means. The system observes before it advises, while consequential decisions remain human-owned.
- 01KeepPurpose supports the spend
- 02ConstrainPolicy needs a boundary
- 03InvestigateContext remains incomplete
Accountant / CFOowns the call
Client entertainment moved beyond its usual pattern. The books establish the movement—not its meaning.
03 / Tax-ready work
ComingThe hard part of tax is the books underneath it.
Trial balance, schedules, source evidence, and open items move together to the preparer. Flags surface questions; a qualified human owns the conclusion.
Work in
- 01Source evidence
- 02Reviewed entries
- 03Open itemsOpen
- 04Adjustments
Work out
Trial balanceEvery balance keeps its trail
One accounting core.Four controlled ways in.
Built first for accounting and CFO firms. Designed to widen without changing who owns the work.
Firm-operated book
Accounting & CFO firms
Manage a whole book of clients on one controlled accounting core while professionals retain final authority.
The door changes. The controlled core does not.
Entry / Client portfolio
Accounting & CFO firms- 01Bookkeeper
- 02Controller
- 03CFO
- 01Source evidence
- 02AI proposal
- 03Human judgment
- 04Owned books
PRIVATE PREVIEW · FOR FIRMS FIRST
Bring us one ugly month.
If statements, exports, missing documents, and unanswered questions still turn month-end into reconstruction work, show us how that month arrives. The private preview is opening to a small number of accounting and CFO firms.
Request a private preview
