FEATURES
BOOKKEEPING
Daily bookkeeping: Transactions categorized daily. Your books stay current.
1000+ customized metrics: Real-time dashboards with metrics that matter.
Auto pilot mode: Monthly financials delivered by the 15th. No delays.


A/R & A/P
Accounts Receivable (AR): Automate invoicing and reminders to get paid on time.
Accounts Payable (AP): Capture, approve, and pay bills on time.
Reconciliation: Transactions matched in real time for accurate books.
Fractional CFO
Custom financial models: Tailored models for planning and fundraising.
Industry-Specific KPI Dashboards: Track key metrics with real-time dashboards.
Budgeting & forecasting: Clear forecasts for confident planning.


TAXES & COMPLIANCE
Tax strategy & planning: Proactive planning to reduce taxes year-round.
Credits & deductions: Identify savings early so you never miss opportunities.
R&D credits: Unlock capital from innovation to reinvest in growth.
OUR TEAM
Dedicated onboarding & fast setup
Slack & Email support with fast turnaround
Proactive alerts when issues arise
Flexible check-ins that work around you
Guidance on best practice and tools

Comprises experts from top-tier firms:






















