Seven steps, mostly automatic. Here's the whole pipeline, from the moment a vendor emails an invoice to a locked, verified period.
Your company gets a dedicated email address vendors can send invoices to, and you can upload anything directly. Every document is classified automatically: invoice, W-9, receipt, or bank statement.
Read the tutorial →AI reads each document, extracts the vendor, amounts, dates, and line items, and maps every line to a GL account from your own chart of accounts. Anything low-confidence is flagged for a person, and unmatched lines can't post until someone resolves them.
Invoices route through amount-based approval thresholds. The preparer can never be the approver, the approve button stays disabled until the reviewer has scrolled the whole document, and vendors missing a W-9 can have their payments held automatically.
Read the tutorial →Approved documents post to a proper double-entry general ledger, with journal entries, a trial balance, and fiscal periods underneath. Not a black box: a ledger a bookkeeper can open, verify, and export.
Read the tutorial →Connect your banks through Plaid and transactions sync automatically, match against the books, and queue anything that needs a human decision. Rules handle the recurring stuff.
Read the tutorial →All period long, every posted entry is tested against control rules: segregation of duties, approval thresholds, documentation, materiality set to auditor standards. Findings surface as flags and action items the moment they happen, and every transaction carries a downloadable audit packet.
Read the tutorial →The Close cockpit shows every blocker standing between you and a closed month, and the close button stays locked until they're resolved. Post period-end adjustments, close the period, and lock it permanently when you're done. Verified as you go, not once a year.
Read the tutorial →Audit Connect gives your CPA firm live, read-only access to the same verified books, with every audit packet ready to download. No export ritual, no request list, and every read your firm makes is logged.
For accounting firms →14-day free trial. No credit card. Your chart of accounts is ready the moment you finish signup.
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