Built from the books up.
One intelligent system connects source documents, owned books, CFO intelligence, and tax-ready work.
One controlled path
- 01Source evidence
- 02AI proposal
- 03Human judgment
- 04Owned books
Planned cross-model verification, coming: Claude by Anthropic, Codex by OpenAI, Grok by xAI, and Gemini by Google
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
ComingThe 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.
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
ComingThe 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.
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.
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.
- 01Source evidence
- 02AI proposal
- 03Human judgment
- 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
