Reconciliation is a time sink
Hours spent matching transactions, chasing exceptions, and fixing miscategorized entries — every single month, for every single client.
#1 Highest rated finance platform
Add more clients without
+2k
Add more clients without
adding headcount.
Automate manual accounting tasks with AI and close books before month end.
+2k
Spending Overview
$42.9k
2.5k USD
Mon
Tue
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Integrations
Backed by world-class investors
How it works
Simple Steps. Powerful Results.
We've simplified the process so you can spend less time organizing and more time growing your business.
01
Connect Your Accounts
Our AI organizes your transaction history with smart auto-categorization. You can review, edit, or fine-tune categories.
02
AI Categorizes Your Transactions
Our AI organizes your transaction history with smart auto-categorization. You can review, edit, or fine-tune categories.
03
Syncs back to QBO
Our AI organizes your transaction history with smart auto-categorization. You can review, edit, or fine-tune categories.
04
Automate Your Workflows
Our AI organizes your transaction history with smart auto-categorization. You can review, edit, or fine-tune categories.
05
Review insights & Take Action
Our AI organizes your transaction history with smart auto-categorization. You can review, edit, or fine-tune categories.
Connect Bank Accounts
Link a savings or checking account
Brex credit card
•••••2345
Mercury checking
•••••2393
Citi checking
•••••8792
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.