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What you get

A real business dashboard, not a marketing demo.

Business owners should know what to do next within ten seconds of opening the system. Every screen below is engineered around that promise — concrete deliverables across four pillars, each backed by a real platform feature you can run today.

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Business Dashboard

One screen that tells you what is broken, what is on track, and what to do next — grounded in your live books, not engagement metrics.

Read about the Business Health Snapshot →
  • Business Health Score
    0–100 readiness across ten concrete signals.
  • Accounting readiness snapshot
    Profile, locations, departments, owners, accounts.
  • Reconciliation status
    Stale-account list with a 45-day freshness rule.
  • Bookkeeping task progress
    Uncategorized count, unreviewed count, period state.
  • Economic insight summary
    BEA-sourced indicators tied to your fiscal calendar.
  • Next Actions panel
    Routed deep links — click the gap, fix the gap.

Bookkeeping & Reconciliation

Multi-account reconciliation, AI-tuned categorization, a close cycle with explicit states, and an audit log that survives your CPA's questions in March.

Read about bookkeeping & reconciliation →
  • Account structure
    Custom chart of accounts matched to your departments and locations.
  • Transaction categorization
    AI-assisted with confidence scores; learns from corrections.
  • Bank account reconciliation
    Operating, savings, multi-account parallel worksheets.
  • Credit card reconciliation
    Monthly statement matching with variance at the line level.
  • Payment processor reconciliation
    Stripe, Square, PayPal — gross, fees, refunds, net.
  • Vendor & contractor tracking
    Encrypted TINs, address records, normalized counterparty matching.
  • Close cycle workflow
    Open → in_review → closed states with locked-period enforcement.
  • CPA-ready documentation
    Per-transaction document attachments and rollup audit log.

AI Business Assistant

A chat interface backed by read-only tools scoped to your books. Answers are grounded in real data — the assistant refuses to invent numbers it cannot retrieve.

Read about the AI assistant →

Suggested prompts

  • › Am I ready for tax season?
  • › What accounting records are missing?
  • › What should I fix this week?
  • › What does this economic trend mean for my business?
  • › What should I prepare before meeting the CPA?
  • › Which vendors are missing TINs for 1099 prep?

Read-only tools the assistant can call

    list_uncategorized_transactions summarize_period list_open_close_periods list_stale_reconciliations vendor_1099_lookup year_to_date_pl list_vendors_missing_tin transactions_for_vendor

Infrastructure

On-prem hardware sized for your actual workload — from a single RTX 5090 workstation to a 42U rack with dual H200 inference. Data stays where you want it.

Read about infrastructure & backup →
  • CPU / server
    Right-sized server planning per workload — Xeon W or dual EPYC.
  • Memory
    128GB to 768GB DDR5 ECC, scaled to AI tier and concurrency.
  • GPU sizing
    1× RTX 5090 to 2× H200 PCIe — sized to real AI usage, not hype.
  • Storage
    NVMe Gen4 boot + U.2 enterprise data drives with RAID where needed.
  • Backup & DR
    Encrypted Synology NAS + Backblaze B2 / Wasabi off-site.
  • Power & cooling
    1500VA tower → 6kVA rack UPS, 208V/30A circuit specs for H200.
  • Networking
    10GbE to 25GbE with managed switching and optional VLAN segmentation.
  • Spare-parts SLA
    Cross-shipped GPU/PSU replacements, 3-year hardware warranty pass-through.
And the rest

Plus the workflows that round out the platform.

Each of these is a real shipping feature, documented on its own solutions page.

1099 vendor compliance

Continuous threshold tracking, tokenized W-9 capture, encrypted TINs, file-ready output.
CPA handoff & audit-readiness

One-click bundle with P&L, register, document index, and append-only audit log.
Multi-entity accounting

Multiple LLCs, DBAs, departments, locations — isolated ledgers with consolidated reporting.
Bank feed import & migration

Idempotent CSV, opening-balance reconciliation, parallel-run cutover.
Security & data residency

Encrypted vendor TINs, role-based access, masquerade audit, on-prem option.
Tax guidance & consulting

CPA-aware advisory on top of your live books — year-round tax-season prep.

Size this for your business in three minutes.

The pricing calculator returns a live range across hardware, monthly recurring, and 3-year TCO based on your headcount, account count, and AI usage. No fixed price, no high-pressure sales call.

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