Bank feeds
Connect accounts through Plaid. Statement files (OFX, QFX, CSV) work for every bank. Pilot Files built
Pre-launch. Nothing is on sale yet.
For businesses
You run the business. We'll handle the books.
Books that take care of themselves. Bank lines and receipts are sorted as they arrive, under rules you set. Anything outside them waits for you, one tap to approve.
Bank · Receipts · Your rules · Your accountant · Export
| Bank line | What happened |
|---|---|
| Square deposit +$412.35 | Posted to SalesYour rule: Square deposits |
| Restaurant Depot −$286.40 | Posted to SuppliesSame as the last six times |
| Lowe's −$1,249.00 | Waiting for youOver your $500 limit |
ApproveChange
Your bank
Connect your bank. The books keep up.
Transactions come in on their own. Each one arrives with a suggested category and the reason for it, and your rules post the routine ones.
Categories with reasons
From your rules, your vendor history and the bank's own category, each with the reason, so you can see why. Built
Reconciled, continuously
The books are checked against the bank's balance every day, and you see "Reconciled through" a date. Built
Bank feeds run on Plaid's sandbox (test banks) until Plaid approves our production keys.
Receipts
Snap it, forward it, done
No more shoebox. Receipts are read and matched to the bank line they belong to.
- Snap a photoFrom your phone, in the app.
- Or forward the emailEvery company gets its own private receipts address.
- Read and matched BuiltVendor, date and amount are read on our own machines, not sent to an AI company, then matched to the bank line.
AI under your rules
AI does the routine. You decide the rest.
Agents, ours or the AI you already use, post only inside your rules. These always wait for a person:
- Over your dollar limit. You set the amount.
- A new vendor or customer. The first bill, invoice or payment.
- Sensitive accounts. Anything touching owner's equity.
- Low confidence. When the agent isn't sure.
- Locked months. A closed month stays closed.
Anything outside your rules waits for one tap: approve, or reject with a reason. An agent never approves its own work. Built
The Agent Ledger PolicyYour people
Your accountant works in the same books
No files to send back and forth. Invite your accountant and they work in your books from their own console, with your permission.
Same books, same day
Your accountant sees what you see, approves what's waiting and closes the month. Their requests arrive in your app. Built
Everyone on your team, one price
Unlimited users on every plan, with roles for owners, staff and your accountant. Your own roles on Business and up. Built
Export everything, any time
On every plan, even read-only: a SQL dump, JSONL, Parquet, the audit trail and your receipts. Reading your own data is never metered. Built
Moving from QuickBooks? Migrations from Desktop and Online, checked to the cent, are in pilot: how a migration works.
Get your evenings back from the books
We'll email you when there's something you can try. Joining doesn't commit you to anything.