Complete accounting—with financial truth built in.
Run the books, control operations, preserve evidence, and continuously test financial integrity from a first organization to complex entities and accounting practices.
Home answers what needs to happen next. Snapshot shows what is happening across the business. Both keep complete accounting and continuous verification within reach.
Workflow Home
Start invoices, bills, reconciliation, close, reports, and review work from a task-first command center.
Financial Snapshot
Keep Books Health, cash, AR, AP, P&L, expenses, cash flow, aging, and review status visible.
Your workspace
Move, resize, show, or hide Snapshot modules and organize navigation around your own role.
Favorites & quick actions
Pin frequent workflows so everyday accounting work starts without hunting through menus.
Workspace preferences are personal to each user; financial records and organization controls remain shared according to access permissions.
Current prelaunch platform
Explore the platform by the work you need to do.
Core is complete accounting. Autonomous adds automation and Financial Truth. Advanced adds complex operations. Firm and Enterprise then branch for practice management or custom-contract scale. External services still require configured providers.
Home & Snapshot workspace
Workflow-oriented Home for starting common sales, purchasing, banking, accounting, reporting, and Financial Truth work
Financial Snapshot for Books Health, cash, reconciliation, receivables, payables, profit and loss, expenses, cash flow, aging, close, and review visibility
Per-user module arrangement, navigation organization, favorites, and quick actions so each person can keep their own priorities up front
Accounting & banking
Double-entry ledger, periods, close, reopen, and controlled corrections
Bank, card, and cash accounts with imports, matching, rules, reconciliation, and provider-backed live links from Core
Opening balances, cash/accrual views, base-currency settings, accountant access, and immutable audit history
Transaction-level/books multicurrency is Planned / Not yet available; FX or consolidation helpers are not multicurrency books.
Sales & payables
Estimates, invoices, recurring billing, payments, credits, AR aging, and control reconciliation
Vendors, bills, expenses, credits, payments, POs, receiving, AP aging, items, products and services, W-9 and 1099 readiness
People, payroll & mileage
Core employee directory, manual payroll import, W-2 readiness, vehicles, manual trips, CSV import, classifications, business purpose, and effective-date IRS rates
Autonomous connected-payroll monitoring where configured, plus smart mileage suggestions, repeated-route rules, destination suggestions, and prioritized review
Advanced employee costing, mileage submissions, approvals, reimbursement policy, separate company rates, fleet administration, and actual-expense support
Connected payroll and live external data require compatible providers. Native/mobile automatic mileage and background GPS are Planned / Not yet available and require a future native app. Manual trips and CSV import are current; suggestions do not capture trips automatically.
Workspace, onboarding & sales forms
Core guided onboarding, organization branding, professional sales-form templates, and a manual visual designer
Core customizable sidebar, Home, Snapshot, favorites, profiles, presence, and invitations
Autonomous adds AI-assisted sales-form design without changing the underlying approval controls
Customer and vendor portals are Planned / Not yet available; customer/vendor records and invitations are not portal workflows.
Documents & evidence
Private manual upload, evidence links, requests, history, and retention controls
Explore the implemented prelaunch product for household cash flow, spreadsheets, documents, Personal Financial Truth, derived net worth, retirement, and read-only WealthKraft investment visibility through the separate Personal Wealth plan—not the business plan matrix.