Reconciliation is a time sink
Hours spent matching transactions, chasing exceptions, and fixing miscategorized entries — every single month, for every single client.
Add more clients without
adding headcount.
Automate manual accounting tasks with AI and close books before month end chaos.
+2k
Spending Overview
$42.9k
2.5k USD
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Integrations
Backed by world-class investors
HOW IT WORKS
From bank feed to closed books.
Connect once, then let Finlens do the heavy lifting. Your team reviews, approves, and closes faster — every client, every month.
01
Connect your accounts
Link QuickBooks Online and your clients' bank, card, and payment feeds in minutes. Finlens imports the history and keeps every transaction flowing in automatically — no CSV wrangling.
02
AI categorizes everything
Finlens auto-categorizes every transaction, extracts bills and receipts, and drafts journal entries and accruals — each with a confidence score, so your team sees exactly what to trust and what to check
03
Your team reviews what matters
High-confidence work clears on its own; only the exceptions reach your accountants. One-click approval, a category dropdown mapped to your QBO chart of accounts, and a full audit trail on every decision.
04
Sync back to QuickBooks
Reviewed entries post straight to QBO, mapped to the right accounts, with reconciliation done before you even open QuickBooks. Two-way sync keeps your books and Finlens identical — no double entry, no drift.
05
Close with confidence
Track every task across clients, see where the time goes, and act on what needs attention. The result: books closed in days, not weeks — month after month
THE PROBLEM
Your team is buried in month-end. Every month.
The same manual work. The same bottlenecks. The same late nights.
It doesn't have to be this way.
Checklists live in spreadsheets
Close tasks are tracked in Google Sheets or email threads. One missed step means a delayed close or a client restatement.
Errors surface too late
By the time someone catches a posting error, it's already in the client's books. Fixing it means more time, more back-and-forth, more risk.
FEATURES
Close the books in days, not weeks.
From raw transactions to client-ready financials — automated. Six steps, one platform, every month.
AI categorizes every transaction automatically
Connect your QBO and Finlens immediately starts categorizing transactions with AI — across every bank account, card, and data source your clients use.
- 3,000+ transactions categorized in seconds
- Bills, invoices & receipts extracted and auto-matched from email, bulk upload, or Gmail sync
- AI confidence scores flag anything uncertain
- Rules engine learns from your corrections over time
Bills, invoices & receipts — extracted automatically. No Dext needed.
Finlens pulls documents straight from your email or bulk uploads, extracts every field with AI, maps to your chart of accounts, and posts the journal entry to QBO. One less tool. One less bill.
- Gmail sync, email parsing, or bulk PDF / CSV / XML upload
- AI extracts vendor, amount, date, and line items from any format
- Auto-mapped to your COA — no manual account coding
- Cash applied and journal entry posted to QBO automatically
Your team reviews. AI does the heavy lifting.
Low-confidence categorizations are surfaced for human review. Your accountants make the call — Finlens remembers it for next time.
- One-click approval for high-confidence entries
- Category dropdown with QBO chart of accounts
- Full audit trail of every decision made
Accruals and journal entries — drafted automatically
Finlens detects prepayments, schedules accruals, and drafts journal entries based on your transaction data. No more building JEs from scratch every month.
- Automated accrual schedules synced to QBO
- Journal entries drafted from Stripe, bills, and invoices
- Period-by-period recognition calculated automatically
Reconciliation done before you even open QBO
Finlens automatically matches transactions, identifies discrepancies, and generates reconciliation entries — so your team spends minutes reviewing, not hours reconciling.
- Bank and balance sheet accounts reconciled automatically
- Stripe, credit cards, and bank feeds matched in real time
- Exceptions flagged with suggested fixes
Track every task. Close with confidence.
A structured close workflow keeps your whole team aligned — from AP/AR reconciliation to final sign-off. Every task assigned, tracked, and documented.
- Customizable close checklists per client
- Real-time status across all open tasks
- Time elapsed tracking and due date alerts
INTEGRATIONS
Integrate with your favourite tools
Connect to 200+ app integrations,
find and connect to your favourite tool.
