Your bookkeeping stack,
unified.
One workspace for categorization, reconciliation, receipt matching, and bill payments, with AI doing the heavy lifting and your team approving every write-back.
5×
Faster categorisation
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.
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, so 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, so there are no silent errors.