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Pre-production · For accounting & CFO firms

Built from the books up.

One intelligent system connects source documents, owned books, CFO intelligence, and tax-ready work.

One controlled path

  1. 01Source evidence
  2. 02AI proposal
  3. 03Human judgment
  4. 04Owned books

Planned cross-model verification, coming: Claude by Anthropic, Codex by OpenAI, Grok by xAI, and Gemini by Google

Pre-production · In build

The AI prepares the books. You own the judgment.

Source evidence becomes a complete double-entry proposal with its reasoning attached. When a material fact is missing, the system asks instead of inventing.

Illustrative transaction · Evidence

Source facts corroborated

Evidence scene: a vendor invoice and bank activity corroborate the counterparty and amount. Account treatment is not proposed until context is checked.

SOURCE FACTS CORROBORATED

Two records. One supported fact set.

The invoice and bank activity agree on counterparty and amount. Account treatment remains unset until context is checked.

AI proposes.
Accountant decides.

02 / CFO intelligence

Coming

The books show what changed. The business explains why.

Business context changes what a movement means. The system observes before it advises, while consequential decisions remain human-owned.

Client entertainment / movement viewMovement isolated
01 / See

Movement view. Client entertainment is above its prior range. The books establish the category movement and period comparison, but they provide no explanation or recommendation.

03 / Tax-ready work

Coming

The hard part of tax is the books underneath it.

Trial balance, schedules, source evidence, and open items move together to the preparer. Flags surface questions; a qualified human owns the conclusion.

Controlled tax pathFlags, not decisions.

Tax stage 1 of 3: Close. Source evidence, reviewed entries, open items, and adjustments pass through an owned-close gate into the trial balance. Open items remain identified, and every balance keeps its evidence trail.

One accounting core.Four controlled ways in.

Built first for accounting and CFO firms. Designed to widen without changing who owns the work.

Door 01First market · Pre-production

Portfolio control

One controlled operating layer across every client book.

The firm sees what needs attention across the portfolio, while each client keeps its own evidence, policy, and approval trail.

Scale the practice without flattening client context.

Shared controlled core
  1. 01Source evidence
  2. 02AI proposal
  3. 03Human judgment
  4. 04Owned books

PRIVATE PREVIEW · FOR FIRMS FIRST

Bring us one ugly month.

If statements, exports, missing documents, and unanswered questions still turn month-end into reconstruction work, show us how that month arrives. The private preview is opening to a small number of accounting and CFO firms.

Request a private preview