AI for small business finance and bookkeepingFinance.
Your books, in plain English.
Ask money questions and get answers from your own books: cash, P&L, who owes what, what's due. It uses your definitions and never changes a number.
For
How's our cash looking this week?
Cash on hand · 3 accounts$184,220
Runway at recent burn7.4 months
Bills due this week6 · $12,480
Overdue from customers$9,310
QuickBooks · Plaid · Stripeexample output
What it can do
Thirteen questions it answers on demand.
Your team asks in plain English, the way they'd ask a colleague. Your assistant looks it up in your own apps and answers in seconds. Nothing new to learn.
You ask“Can we afford to hire in March?”
Your assistant checksQuickBooksYour bank
You getRunway at your current burn, pulled from QuickBooks
What your team can ask for
How much cash is in all accounts right now
Months of runway at the recent burn rate
P&L for any period, vs. last period or last year
Revenue by product, customer or channel
Where the money went, by category or vendor
Gross margin per product, using your definition
Who owes money, how overdue, biggest first
Bills due in the next few days or weeks
Status and history of one invoice or customer
Where spending is over or under budget
13-week cash forecast from money coming in and going out
Duplicate bills, unusual charges, spend spikes
Your key numbers in one view
Set up your way
What your assistant learns · about your business
Finance definitionsYour accounts grouped into plain categories, and how you count margin and revenue.
Month-end summaryA fixed format: headline numbers, what changed, what to watch.
Owner updateA one-page monthly update for owners or investors.
House rulesAlways state the period and source, label estimates, no tax or legal advice.
Shortcuts · for weekly jobs
Month-end summaryRuns the month-end summary
Cash checkCash, runway and bills due this week
Chase late payersLists customers who owe you and drafts friendly reminders
Owner updateDrafts the monthly owner update
Guardrails
Looks, doesn't touch
Nothing in the books changes.
Only who you choose
People you pick can use it. Nobody else sees it.
No account numbers
Bank and routing numbers are never shown.
Every question saved
With who asked and when.
Getting started
What we need from you
A login for your accounting software, plus Stripe and your bank if you use them
A 30-minute chart of accounts walkthrough
Your KPI definitions and current budget file
Names of the people who get finance access
Add-ons
Invoice inboxReads invoices emailed to you and matches them to bills.
Payroll connectionGusto or ADP.
Multi-entity consolidationSeveral companies in one view.
Draft invoicesCreates draft invoices or bills for you to approve.