46 shipped capabilities
Every feature, one place.
Grouped by what you're trying to do — not by which menu we put it in. Every capability listed below is live in the product and powers one of the seven specialist agents.
Get the books right
Every transaction in the right account — without the data entry.
Connect your bank and your processors. The AI keeps the ledger clean and reconciled in real time.
8 capabilities
Bank sync
12,000+ US banks and credit cards. Read-only; we never see or store your credentials.
Payment processor ingestion
Stripe, Shopify, Square, PayPal, Amazon — payouts, refunds, fees, all reconciled per stream.
AI categorization
90%+ first-pass accuracy against your Chart of Accounts. Confidence-gated — auto above threshold, queued below.
Receipt OCR
Snap a photo; we extract vendor, date, amount, line items, and tax — and match it to the transaction.
Custom categorization rules
Train the AI by example. "Always categorize Notion as Software" becomes a permanent rule.
Continuous bank reconciliation
Matches statement lines to ledger entries the day they post. Month-end is 2 exceptions, not 200.
Reconciliation rule builder
Define matching rules in plain English. The engine codifies them and applies them forward.
Exception queue with AI reasoning
Every unmatched item shows why it didn't auto-clear — and what to do about it.
Stay compliant
Sales tax, income tax, 1099s — all on autopilot.
Real-time rates per jurisdiction, nexus exposure tracked live, quarterly estimates from real numbers, and a CPA-ready package at year-end.
8 capabilities
Real-time sales tax calc
Per-product, per-jurisdiction rates. Updated automatically as states change rules.
Nexus Watch
Live exposure tracking against $100K / 200-txn thresholds per state. Alerts before you trip.
AutoFile filing support
Pre-filled state returns, filed via the state API or portal on your approval. Confirmation receipts in your inbox.
Exemption Certificate library
Upload once; auto-subtract from taxable sales for that customer going forward.
Quarterly tax estimates
Federal + state, computed from live books every quarter. Never overpay safe-harbor again.
M-1 Book-to-Tax worksheet
Reconciles book net income → taxable income with every adjustment your CPA needs.
Deduction discovery
Mileage, home office, R&D, Section 179 — flagged through the year, not reconstructed in March.
1099 generation
Auto-generated and filed for contractors paid over $600. Issued by the IRS Jan 31 deadline.
Run with rigor
GAAP-grade accounting that closes itself.
Accruals, prepaids, depreciation, multi-entity consolidation, audit-grade history. The stuff investors and lenders look for.
8 capabilities
AI-proposed accruals
Pattern-detected timing entries with paired reversals. You approve; the agent posts.
Prepaid amortization
Schedule-driven recognition for annual subscriptions, insurance, retainers. Per-month entries auto-posted.
Deferred revenue recognition
Multi-period revenue recognition with proper timing for SaaS, contracts, and retainers.
Fixed asset register + depreciation
Capitalized assets with auto-depreciation (straight-line, double-declining, sum-of-digits).
Month-end close orchestrator
1-click close: closing entries, reconciliation, journal post. Audit trail attached.
Year-end close + book lock
Locks the year so no one can backdate. Full audit trail retained 7 years.
Consolidated statements
Multi-entity roll-up with intercompany elimination + FX translation. For holding-company structures.
Audit log
Every change to every entry, who made it, when, why. 7-year retention by default.
See what's happening
Live financials, forecasting, and risk — in one view.
Statements that rebuild on every transaction. Cash forecasts that read your upcoming bills. Insight cards that flag concerns before they bite.
9 capabilities
Live P&L (cash or accrual)
Toggle basis with one click. Drill into any line to see the underlying transactions.
Balance Sheet + Cash Flow Statement
Three core statements kept in lockstep with each other and your ledger.
Scheduled email exports
Weekly or monthly PDFs to your CPA, investors, or board. Set once; runs on cron.
30-day cash flow forecast
Daily balance projection that reads your recurring bills + historical receivables aging.
Runway projection
Months at current burn — and what changes if you cut a category or raise prices.
Revenue stream analytics
Per-stream MRR, one-time, refund rate, growth %, top customers, concentration risk.
Budget vs. actual
Monthly budgets with variance drill-down. Click a variance to see contributing transactions.
Insight cards
AI-surfaced trend reversals: "Margin dropped 4% in May" or "Q3 on pace to exceed forecast."
Risk findings
Anomaly detection: unusual transactions, fraud signals, compliance risk — with AI explanations.
Invoice and get paid
Quotes, invoices, recurring bills — the AR/AP that pays for itself.
Close the revenue loop and stop chasing payment. Bill capture closes the expense loop on the other side.
7 capabilities
Invoices with payment reminders
Draft → sent → paid lifecycle with email reminders 7 days / 1 day / day-of due date.
Quotes → invoice conversion
Send a quote; convert to invoice with one click when the customer signs.
Recurring invoice templates
For retainer customers and subscriptions. Set the cadence; invoices spawn automatically.
Bill capture with OCR
Upload a bill PDF or photo. OCR pulls vendor, due date, amount, and queues it for payment.
Recurring bill matcher
AI identifies recurring bills (rent, utilities, SaaS) and auto-matches payments with 90%+ confidence.
Bill payment reminders
Email + inbox notifications 5 days before due. Never miss a vendor payment again.
Customer + vendor directory
Unified contact graph across invoices, bills, and 1099s. With payment history and tax ID.
Work with humans
Your CPA. Your team. Your auditor. One workspace.
The CPA Portal extends your accountant into the AI workflow. Roles and permissions keep the data right-sized per person.
6 capabilities
CPA Portal
Read-only access for your accountant. Review threads on any transaction. One-click tax-package export.
Review threads
Inline conversations on transactions, proposals, or statements. Tag your CPA; they reply in the portal.
Member activity summary
For accountants serving multiple clients: a single dashboard showing where attention is needed.
Roles & permissions
Owner / employee / accountant / view-only — each with the right access and audit trail.
Notifications inbox
In-app, email, and push notifications for bill due dates, tax deadlines, risk alerts, approvals pending.
Audit pack export
Bound PDF with statements, GL, supporting receipts, and a full change log. For auditors or investors.
See all 46 in action.
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