We built a financial intelligence platform that gives founders and operators real-time accounting, banking sync, cash-flow tracking and scenario forecasting — from day one, without months of setup.
Automatic background reconciliations, preset dashboards and AI-assisted forecast upload replace the monthly spreadsheet process entirely.
Founders were managing finances across accounting tools, banking portals, spreadsheets and email — four systems that never talked to each other. The software marketed to fix this required months of onboarding before it produced anything useful.
By the time the dashboards were configured, the data was already stale. Operators were making decisions on last month's numbers assembled by hand.
Connects to accounting software and banking APIs simultaneously — pulling both sides of every transaction in real time so the picture is always current.
Financial statements, cash-flow tracking and key metrics are available immediately on setup — no configuration period, no waiting for historical data to load.
Daily reconciliation runs automatically in the background — discrepancies surface as alerts rather than being discovered manually at month end.
Upload a forecast in any format and AI maps it to the platform's forecasting model — no manual re-entry, no template constraints.
Multiple financial scenarios modeled simultaneously — so operators can see the cash-flow implications of different growth, cost or revenue assumptions before committing.
Value Delivered
Preset dashboards, real-time sync and automatic reconciliation available from the moment of setup — not after months of onboarding.
Automatic Reconciliation
Background reconciliation runs every day — discrepancies surface as alerts, not month-end surprises.
Accounting + Banking Sync
Both sides of every transaction pulled simultaneously — no lag between what the bank shows and what the dashboard shows.