Finance
Accounting
Books, close, and financial reporting in one system.
General ledger, journal, multi-book reporting, bank reconciliation, and compliance workflows — all tied to operational data from every other module. Accrual schedules cover prepaid, deferred revenue, and accrued expense or revenue with straight-line period recognition.
Ledger command center
1 / 6Books, close status, and shortcuts to journal, reporting, and treasury — one surface for controllers and ops.

Chart of accounts that scales
2 / 6Post once, report everywhere — GAAP, tax, and management views all draw from the same ledger. Your chart stays clean as you grow, with member and pooled balances tracked without a maze of one-off accounts.

Journal you can trust
3 / 6Line-level activity with books, entities, and approvals so every balance traces to a source event.

Trial balance in real time
4 / 6Rolling debits and credits as bank feeds, card spend, and connected systems post — not a month-end spreadsheet export.

Unaudited financial statements
5 / 6Balance sheet and related views stay on live books so leadership sees current position without waiting for close (same workspace once Plaid and integrations are linked).

Accrual schedules
6 / 6Prepaid, deferred revenue, and accrued expense & revenue on straight-line schedules — period rows, posting status, and book context without spreadsheet cutover.

What you get
Explore the full platform
All modules share one ledger and one AI context — add more as you grow.