Features

Everything your finance team needs

A complete accounting platform with built-in controls, automated reconciliation, and verifiable reporting at every layer. From transaction to financial statement.

Journal entries with multi-book posting and approval workflows

Journal Entries — double-entry posting with approval workflows↗

Chart of Accounts with 50 accounts, roles, and multi-currency support

Chart of Accounts — role-based mapping with multi-currency↗

Accounts Receivable with invoice tracking and payment status

Accounts Receivable — invoice lifecycle with multi-currency↗

Activity feed showing 92 events with category filtering

Activity Feed — real-time audit trail of every action↗

Accounting & Close

Multi-book architecture with automated close process. One dataset produces GAAP, Tax, IFRS, and Management views — with period management, approval workflows, and close calendars.

Multi-book architecture (GAAP, Tax, IFRS, Management)
Period management with close calendar and approvals
Multi-currency with FX rates and period-end revaluation
Configurable rules engine with versioned rule packs
Financial reports: BS, IS, TB, GL, CF + PDF export
Chart of accounts with hierarchy and account types
Journal entry templates and recurring entries
Period comparison and variance analysis

Audit & Verification

Generate verifiable proofs of your financial position at any time. Auditors can verify your numbers independently — without weeks of fieldwork or full data access.

Period Close — full trial balance verification
Solvency — prove assets ≥ liabilities without full disclosure
NAV — verified position valuation with FX rates
Waterfall — per-LP distribution verification
Permanent verification records anchored on Ethereum and Base
Point-in-time snapshots for any date range
Auditor access with scoped, time-limited viewing keys
Exportable verification records for external review

Access Controls

Granular control over who sees what, for how long, and at what level of detail. Designed for organizations where financial data sensitivity is paramount.

Scoped auditor access with time-limited viewing keys
Role-based permissions across entities and books
Selective disclosure for board, investors, and regulators
Compliance-ready reporting without full data exposure
Confidential treasury operations for sensitive transactions
Key expiry and revocation
Entity-level, book-level, and account-level access granularity
Approval workflows for sensitive operations

Intercompany

Structured settlement protocol that replaces email chains and shared spreadsheets. Propose, accept, and finalize with matching entries posted to both entity ledgers simultaneously.

Propose-Accept-Finalize settlement protocol
Tamper-proof intercompany proposals
Simultaneous journal posting to both entity ledgers
Multi-entity consolidation with automatic IC elimination
Verifiable settlement records
Cross-entity period status tracking
Consolidated financial reporting with currency translation
Up to 50+ entities on Business plan, unlimited on Enterprise

Finance Operations

AR/AP, treasury, fund administration, trust accounting, payroll, and bank reconciliation — all integrated with the accounting engine and verification layer.

AR/AP with invoicing, bills, aging, and payment tracking
Treasury with automated bank feeds via Plaid
Fund admin with waterfall engine and NAV snapshots
Trust accounting with beneficiaries and distributions
Bank reconciliation with auto-matching engine
Payroll with Gusto/ADP sync, calculator, W-2 & 1099
940/941 quarterly reports on Business plans
PO-to-bill matching with auto-suggestions and status tracking
CSV, PDF, and image ingestion

Budgeting & Forecasting

Create budgets by account and period, track budget-vs-actual variance in real time, and copy budgets between fiscal years. Filter by dimension for department-level or project-level budgets.

Budget creation by account and period
Budget-vs-actual variance tracking
Copy budgets between fiscal years
Dimension-filtered budgets (department, project, cost center)
Multi-book budget support
Period-over-period variance analysis
Budget approval workflows
Export budget reports to CSV and PDF

Reporting & Analytics

Build custom reports with flexible account selection, dimension filtering, and grouping. Save and reuse report templates across entities. Dashboard charts for revenue, expenses, AR/AP aging, and cash position. Available on Professional plans and above.

Custom report builder with account selection and filtering
Saved report templates reusable across entities
Dashboard charts: revenue/expense trends, AR/AP aging, cash position
Dimension-based grouping and drill-down
Export to CSV, JSON, and PDF
Project P&L reports with engagement-linked cost tracking
Period comparison and rolling averages
Scheduled report delivery

Integrations & Data Export

Connect to Xero, Brex, Ramp, and more through a unified connector registry. Bulk export financial data to Snowflake, BigQuery, or any data warehouse in JSON and CSV formats.

Connector registry with Xero, Brex, and Ramp adapters
QuickBooks Online, Stripe, Mercury, and Plaid integrations
Data warehouse export to Snowflake and BigQuery (Enterprise)
Bulk export API in JSON and CSV formats
Custom webhook-based ingestion
Pluggable connector framework for custom adapters
REST API with OpenAPI specification
Webhook notifications for system events

AI Assistant

Natural language interface for your accounting data. Ask questions, generate posting rules, classify transactions, and detect anomalies — all with full entity context.

Natural language chat with full entity context
AI-generated posting rules and account mappings
Document intelligence — upload CSV, PDF, images
Transaction classification and auto-categorization
Anomaly detection with automated daily scans
Smart suggestions for unmatched reconciliation items
Chart of accounts setup from industry templates
Natural language financial queries and reports

Internal Controls

Tamper-proof audit trail, field-level encryption, and database-per-tenant isolation. Built for organizations where internal controls are non-negotiable.

Tamper-proof audit log — every edit permanently recorded
No silent backdating, restating, or deletion of entries
Field-level encryption (AES-256-GCM) with key rotation
Database-per-tenant isolation
GDPR: data export, erasure, consent, data residency
SSO / SAML on Enterprise plans
Full REST API with OpenAPI specification
Webhook notifications for system events

See it in action

Start with a free account and explore every feature. No credit card required. 14-day trial on all paid plans.

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