Business banking, built in

Business books, done.With your AI-Assistant.

Automated bookkeeping, invoices, bills, and live bank feeds, with an AI assistant built in.

Our platform

Drafts, not guesses.

Your AI bookkeeper reads every bank transaction and drafts the matching ledger entry. Most are routine and clear, and a few need a human eye. You always see which is which before anything posts.

Explore the platform
drafted, high confidenceflagged for you
The approval loop

Built so the AI never posts alone.

Every transaction runs the same loop: your bank feed arrives, the bookkeeper drafts it, and it waits for you. Nothing reaches the ledger without that middle step. That's structural, not a policy setting.

See the audit trail
BANK FEED AI DRAFT YOU APPROVE POSTED
Automated bookkeeping

Every dollar, reviewed in seconds.

Approve, edit, or ask about any drafted entry from one screen. Once approved, it's a balanced, immutable line in a real ledger, never a spreadsheet cell.

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Today · your booksLive feed
Home Depot #482
Repairs & Maintenance
−$212.60
Stripe Payout
Sales Revenue
+$4,180.00
State Farm Insurance
Insurance Expense
−$340.00
Peer benchmarking

You vs. businesses like yours.

Compared against your industry and revenue band, in quartiles, the way a banker reads them. Aggregated across a minimum group size, so no individual business is ever exposed.

See your report
Your industry · your revenue bandIllustrative
Net margintop quartile
q1medianq4
Days to collectnear median
q1medianq4
Revenue growth, YoYtop quartile
q1medianq4

Comparisons are aggregated and anonymous. No one ever sees your numbers.

Invoices & bills

Get paid. Pay on time.

Send invoices and track receivables with clear aging. Manage bills on the same schedule, tied to the same books.

ReceivablesLive
INV-1042 · Riverside Cafe · $3,200Paid
INV-1043 · Harbor Dental · $1,850Due
INV-1039 · Sunrise Landscaping · $960Overdue
AI assistant

A coach, not just a chatbot.

Ask anything about your books and get a plain-English answer grounded in your actual ledger.

Ask your booksLive
“Why did my margin drop in June?”

Materials cost rose 14% in June while revenue held steady, mostly two large supplier invoices. Your margin is still above the peer median for your industry.

Grounded in your June ledger·2 supplier invoices cited
How it works

From bank feed to benchmark, in five steps.

01

Connect

Link your accounts; transactions flow in automatically.

02

Categorize

The AI bookkeeper drafts every entry into a real ledger.

03

Approve

You review. The AI never posts on its own.

04

Invoice & pay

Invoices, bills, and receivables, all in the same books.

05

Compare

See how you stack up, and what to do next.

Built on real accounting

Not a spreadsheet with a nicer font.

01

Real accounting

A full double-entry ledger. Every number traces to a source.

02

Tamper-evident

Posted entries are immutable, with a cryptographic audit trail.

03

You approve, always

The AI drafts; humans decide. No exceptions.

04

Your data, your call

Sharing with your bank is opt-in, visible, revocable anytime.

FAQ

Questions, answered plainly.

Who is this for? +

Small businesses that bank with us. No accounting background required.

Do I need to know accounting? +

No. The AI bookkeeper drafts every entry; you just review and approve.

What does the AI actually do? +

Reads transactions, drafts categorized ledger entries, and answers questions about your books. It never posts without your approval.

Is my financial data shared with my bank? +

Only what you choose to share, and only when you turn it on. You can review and revoke access anytime.

How does peer comparison work? +

Your numbers are grouped with similar businesses by industry and revenue band, aggregated across a minimum group size so no individual business is ever identified.

What does it cost? +

Ask your relationship manager; pricing is set by your bank.

Know your numbers.
Beat your benchmark.

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