Finance & Accounting
AI that watches your numbers so you don't have to.
Daily transaction categorization, weekly cash flow snapshots, monthly P&L reports — all generated automatically from your existing accounting tools.
Capabilities
What the AI finance agent handles.
Connects to QuickBooks, Xero, bank feeds, and payment processors. Runs on a schedule. Delivers results to your inbox or dashboard.
Automated Transaction Categorization
Every transaction across your bank accounts and credit cards gets categorized using your chart of accounts — not generic bank labels. Runs daily.
Cash Flow Monitoring
Weekly cash flow snapshots with committed expenses, outstanding invoices, and runway projections. Know where you stand before problems surface.
P&L Generation
Monthly profit and loss statements broken down by revenue source, expense category, and margins by service line. Trends highlighted automatically.
Expense Anomaly Detection
Flags unusual charges, subscription price increases, overdue payments, and spending pattern shifts. You see them the day they happen.
Tax-Ready Books
Every transaction categorized and deductions tracked year-round. Your accountant gets a clean package instead of a shoebox of receipts.
Accounts Receivable Tracking
Monitors outstanding invoices, flags late payments, tracks payment term changes across clients, and alerts you when cash flow impact crosses thresholds.
The Problem
Small business finances are a mess because owners are busy.
Receipts pile up. Invoices go out late. Cash flow surprises happen because nobody watches the numbers daily. A part-time bookkeeper helps, but they're reactive — they record what already happened. An AI finance agent is proactive — it flags what's about to happen.
Get Started
Stop guessing where your money goes.
We'll connect to your accounting tools, set up daily monitoring, and have your AI finance agent running within two weeks.