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Featured Articles

  • Will AI Replace Accountants?
  • Why AI Accounting Workflows Fail (And What Works 2026)
  • How to Use AI in Accounting: A Practical Guide (2026)

Featured Skills

  • Month-end close checklist
  • Cash flow statement tie-out
  • Bank reconciliation review

Popular Integrations

  • Sage Intacct
  • Oracle Netsuite
  • QuickBooks
  • SAP Cloud ERP
  • Microsoft Dynamics 365
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The AI CPA firm for businesses.

AI agents plus dedicated experts, running your finances inside the tools you already use.

+1 415 634 6253
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Start free. Scale when the work does.

Start free with an always-on AI CFO. Upgrade when you're ready for a full agentic CPA firm or a dedicated outsourced finance team.

Hire your fractional CFO

$0

Sign up

Free forever. No credit card required.

  • Connect bank accounts, Brex/Ramp/Mercury, Stripe, CRM, and more

  • Get financial statements monthly (balance sheet, P&L, cash flow)

  • Ask questions on your financials, run cash flow forecasting and budgeting

  • Control spend and manage cash flow better

  • Chase receivables down and get cash in the bank faster

  • Learn how to save on taxes with R&D tax credits and other strategies

  • Your always-on CFO

Most Popular

Your outsourced agentic CPA firm

$299 / month

Get Started

Everything in Free, plus full-service accounting

  • Your GL always reconciled

  • Daily reconciliations of cash positions, AP, and AR

  • Corporate tax filing — both federal and state

  • Sales tax computation and filing

  • R&D tax credit filing

  • Compliance — federal and state

  • Financial advisory

  • AI agents paired with a dedicated accountant and tax expert

Your outsourced finance team

Lets Talk

Talk to Sales

Pricing scales with the size and complexity of your finance function

  • Agents that chase receivables and get cash into your bank account faster

  • Reconciliations — bank, AP, AR

  • Flux analysis

  • Close checklist management

  • Multi-agent, multi-human workflows that close the books in hours, not days

  • Exception handling — AP, AR, reconciliations

  • Board reporting

  • Agents that manage payments, reconcile with POs and contracts, and tally with your ERP/GL

FAQs

Not sure which plan fits your team?

Talk to Sales, and we'll help you find the right fit.

Schedule a Discussion
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