Accounting operations,
handled.
Two-phase sync, multimodal receipt reading, HIGH-only auto-approve, and atomic bill matching. All inside your existing QBO workflow.
Demo video or screenshot
5×
Faster cats.
847
Auto-approved
94%
Recon rate
Everything your team needs,
in one platform.
Purpose-built for accountants, SMBs, and solopreneurs. Click any card to explore.
Auto-Categorization
Categorize transactions 5× faster. The AI learns from your history, batches 20 transactions per call, and auto-approves HIGH-confidence matches.
Intelligent AI Assistant
Context-aware reconciliation assistance with smart suggestions, exception resolution, and a learning engine that improves with every approval.
Client Query Tool
Flag a transaction and send a targeted query to your client in one click. Responses auto-feed back into categorization — no manual entry needed.
Two-Way Integrations
Webhook-powered bi-directional sync with QuickBooks Online, Xero, and Zoho Books. Two-phase first-sync with live progress — never a stale bank feed.
Accounts Payable Workflow
Bulk-import vendors, capture invoices with AI, route approvals, and schedule payments — a complete AP system inside your bookkeeping workflow.
Receipt Detection
AI reads QBO-attached receipts via multimodal vision, extracts vendor and amount, and uses them to categorize transactions automatically.
Platform at a glance.
Live activity from a real team.
Clients Managed
24
+3 this month
Open Tasks
18
8 due today
Reconciliation Rate
94%
+7% vs last month
AI Auto-Approved
847
HIGH confidence only
Reconciliation by Client
Live Activity
Sarah Chen
Approved 47 transactions for Client Alpha
2m ago
Reconci AI
Auto-categorized 23 QBO transactions (HIGH confidence)
8m ago
Marcus W.
Flagged receipt mismatch — Client #8
14m ago
Reconci AI
Created BillPayment for matched invoice #INV-2041
1h ago
Priya N.
Closed February books — Client #3
3h ago
Built for scale,
designed for every team size.
Unified Bookkeeping Workspace
One place for all your bookkeeping work — accounts, transactions, reconciliations, and reports, organized and searchable.
Multi-Client Management
Switch between client books instantly. Each client has isolated data with shared team visibility — built for accounting firms.
Team Collaboration
Assign tasks, comment on transactions, and track who reviewed what — built for firm-wide workflows across multiple staff.
Audit Trails
Every change, approval, override, and undo is timestamped and logged. Export-ready for any compliance or audit scenario.
Two-Phase QBO Sync
Blocking initial sync followed by background backfill of up to 1,000 Purchases and 1,000 Deposits — with a real-time progress pill throughout.
Learning-Loop Engine
Creates vendor-to-account rules from QBO history automatically. Recurring vendors bypass AI entirely on future imports — it gets faster over time.
Bills & Invoice Matching
API-driven Receive Payment and BillPayment creation for matched invoices and bills. Atomic per-row safety — if creation fails, deletion never runs.
Undo & Recategorize
Rewind categories to Suspense or reverse match-created payments with provenance tracking. Bulk recategorize all with one-time normalization.
Reporting Dashboard
Real-time reports on reconciliation status, team productivity, and bookkeeping health — with server-side pagination accurate even during first-sync.
Compliance-Ready Workflows
Designed with accounting standards in mind. Controls, approvals, VAT/TaxCode suggestions, and documentation built in at every step.
Workflow Engine
Design custom approval workflows with drag-and-drop routing. Exceptions go to the right person automatically based on amount, vendor, or category.
Confidence-Gated Approvals
MEDIUM and LOW confidence AI suggestions stay PENDING for human review. Only HIGH confidence results auto-approve — no silent errors.