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Pre-production · For accounting & CFO firms

Built from the books up.

One intelligent system connects source documents, owned books, CFO intelligence, and tax-ready work.

One controlled path

  1. 01Source evidence
  2. 02AI proposal
  3. 03Human judgment
  4. 04Owned books

Planned cross-model verification, coming: Claude by Anthropic, Codex by OpenAI, Grok by xAI, and Gemini by Google

Pre-production · In build

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

Coming

The 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.

Client entertainment / relative movementMovement observed
Human-owned boundaryNo automatic recommendation
  1. 01KeepPurpose supports the spend
  2. 02ConstrainPolicy needs a boundary
  3. 03InvestigateContext remains incomplete

Accountant / CFOowns the call

01 / See

Client entertainment moved beyond its usual pattern. The books establish the movement—not its meaning.

03 / Tax-ready work

Coming

The 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.

Controlled tax pathFlags, not decisions.

Work in

  1. 01Source evidence
  2. 02Reviewed entries
  3. 03Open itemsOpen
  4. 04Adjustments

Work out

Trial balance

Every 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.

Door 01First market · Pre-production

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.

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