AI agents that process your invoices, close your books, forecast cash flow, and keep you tax-compliant. We automate everything between your payroll tool, your expense card, and your accounting software.
Monday morning: supplier invoices piling up, expense reports waiting for review, three clients overdue on payment. You start entering data into QuickBooks. Line by line, PDF by PDF.
By noon you're running payroll, double-checking deductions, and fixing a miscoded journal entry from last week. The bank rec from yesterday? Still untouched.
After lunch, you pull together a cash flow snapshot for the owner, chase down missing receipts from the field team, and start prepping for the quarterly tax filing.
By 5pm, the real strategic work (budgeting, forecasting, advising the business) hasn't even started.
You're too big to do this in a spreadsheet and too small to hire a finance team. So it falls on your office manager, your bookkeeper, or you. And every month, it's the same cycle.
Your finance team isn't slow. They're buried in work that shouldn't require a human.
Purpose-built agents for every corner of your back office: AP, AR, payroll, expenses, reconciliation, reporting, cash management, and tax. They read documents, understand context, take action, and escalate only when something needs human judgment.
Ingests supplier invoices from email, uploads, or EDI. Extracts vendor, line items, amounts, tax, and payment terms automatically.
Matches against purchase orders and vendor history. Codes to correct GL account. Schedules payments based on terms and cash position.
On the AR side: generates and sends customer invoices, monitors aging, and drafts contextual follow-ups: gentle at 30 days, firm at 60, escalation at 90.
Flags anomalies on both sides (duplicate invoices, price variances, overdue clients) and queues everything for one-tap approval.
Pulls bank feeds nightly. Matches every transaction against invoices, expenses, payroll runs, and journal entries using fuzzy matching.
Auto-categorizes unmatched transactions based on vendor history, spending patterns, and GL structure.
Generates month-end close package: trial balance, P&L, balance sheet, and variance analysis. Pre-built and ready for review.
Flags exceptions with suggested resolutions. Creates custom reports and dashboards so the business always has real-time financial visibility.
Calculates payroll runs including hours, salary, deductions, benefits, and statutory withholdings. Handles multi-state, multi-province, and contractor payments.
Ingests employee expense reports from receipts, credit card feeds, and mobile uploads. Verifies against spending policies automatically.
Flags policy violations (over-limit, missing receipts, duplicate claims) and auto-approves compliant expenses. Routes exceptions for review.
Schedules direct deposits, generates pay stubs, and books all payroll and expense entries to the correct GL accounts.
Builds a live cash position from bank balances, pending receivables (probability-weighted by customer history), upcoming payables, payroll, and tax obligations.
Recommends optimal payment timing: which bills to pay now vs. defer based on vendor terms, early-pay discounts, and cash runway impact.
Generates rolling 13-week and 12-month forecasts. Models what-if scenarios: "What if Client X pays late?" "What if we hire two people next month?"
Alerts when cash approaches thresholds. Recommends actions: defer a payment, draw on credit line, accelerate AR collection.
Tracks tax collected vs. tax paid across all revenue streams and expense categories in real time
Applies correct tax treatment based on transaction type, jurisdiction, and business activity
Pre-fills quarterly filings (IRS, CRA) with calculated amounts and supporting documentation
Flags transactions where tax treatment is ambiguous and explains why, so you or your accountant can make the call
Connect your accounting software, link bank accounts via Plaid, connect payroll, and forward your invoice inbox. Takes 15 minutes.
Our agents analyze your historical transactions, chart of accounts, vendor and customer patterns, payroll structure, expense policies, and tax setup. They learn how your business operates before touching anything.
Agents start processing in supervised mode. You review and approve every action for the first week. Once confident, switch to autonomous mode with smart escalation.
Don't see your tools? We're adding new integrations every month. Let us know what you need.
40+ vendors, subcontractor holdbacks, project-based cost allocation, sales tax variations by job type, workers' comp compliance. Our agents handle the complexity so your office manager doesn't have to.
Reconciling POS revenue across 5, 10, 20 locations against your books. Supplier invoices from dozens of distributors. Tip reporting. Inventory cost tracking. All automated, all reconciled nightly.
Time-based billing, retainer management, trust accounting compliance, multi-partner distributions. Invoice your clients on time and get paid faster.
Insurance claim reconciliation, patient billing follow-up, multi-provider payroll, regulatory compliance. Focus on patients, not paperwork.
Job costing, mobile crew payroll, equipment depreciation tracking, customer invoicing from the field. Financial ops that keep up with your team.
Purchase order management, inventory valuation, landed cost calculation, multi-warehouse reconciliation. End-to-end financial visibility.
Encrypted end to end, at rest and in transit.
US and Canadian data residency options. PIPEDA and state privacy law compliant.
Every action logged. Human approval on all payments. Read-only by default.
Your data is never used to train AI models. Period.
We're onboarding our first customers now. Their stories will live here.
Most businesses are fully onboarded in under a week. Connect your accounting software and bank, let our agents learn your patterns for 2-3 days, then activate. No data migration needed.
Yes. We plug into your existing accounting software via API. We don't replace QuickBooks or Xero. We make them dramatically more powerful by automating everything around them.
Never. All payment actions require your explicit approval. You set the rules for what gets auto-approved (e.g., recurring invoices under $500 from verified vendors) and what requires manual sign-off.
Every action includes a confidence score. Low-confidence actions are automatically escalated to you with an explanation. You correct it once, and the agent learns for next time. Full audit trail on every decision.
Your data is encrypted at rest and in transit, hosted on SOC 2 Type II compliant infrastructure with US and Canadian data residency options, and never used to train AI models. We comply with PIPEDA and applicable state privacy laws.
No. Our agents work in the background with your existing tools. Your team gets a simple approval dashboard and mobile notifications. No new software to learn, no workflow changes required.
Yes. Growth and Enterprise plans include an accountant portal where your accountant or bookkeeper can review agent actions, pull reports, and access the audit trail directly. Most accountants love it because clients show up with clean books.
Let us know. We're adding new integrations continuously and prioritize based on customer demand. If it has an API, we can likely build the connection.
Join the first wave of businesses putting their entire financial operations on autopilot.