Your books, handled
Every transaction categorized. Every account reconciled. Every period closed. Here's what it looks like.
Append-only ledger
Every entry is permanent. Corrections post as reversals. No silent edits, ever.
How it works
From bank feed to closed books
Connect, import, categorize, close. In that order.
Connect your banks
Link any of 12,000+ banks via Plaid, or import statements manually. Transactions flow in automatically.
Mercury
Chase
Rho
Brex
PayPal
SVB
Import your history
Migrate from QuickBooks in minutes. Full chart of accounts, contacts, and journal entries with provenance tracking.
AI categorizes & enriches
Each transaction is classified, enriched with merchant data, and matched against your journal entries. Low-confidence items surface for your review.
Review & close the period
Guided close checklist with approval gates. Lock the period and your books are sealed with a full audit trail.
Hit ⌘K and talk
to your ledger
Categorize transactions, run reports, reconcile accounts, flag anomalies — all from a single command bar. It knows your chart of accounts, your merchants, your history.
- Categorize transactions in bulk
- Generate any report instantly
- Match bank transactions to entries automatically
- Flag anomalies before you close
Security & Compliance
Built for companies that can't afford mistakes
Your financial data is isolated, encrypted, and immutable.
Isolated database per company
Complete data isolation. Your data never shares a database with another company.
End-to-end encryption
TLS 1.3 in transit. AES-256 at rest. Industry-standard encryption throughout.
Full audit trail
Every read, write, and login is logged. Perfect chain of custody for every record.
Append-only architecture
No record can be deleted or modified. History is permanent and tamper-evident.
Role-based access
Fine-grained permissions for admins, accountants, auditors, and reviewers.
Plaid certified
Bank connections secured by Plaid with OAuth. Your credentials never touch our servers.