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Real-time AI Accounting
Automatic ledger, generate Profit & Loss and balance sheets in real-time.
AI-Powered Auto Categorization
Automatically categorize transactions and match receipts with bank and credit card entries.
AI Reconciliation
Seamlessly reconcile bank and credit card transactions with AI.
Encrypted Data & SOC 2 Certified Security
Your data is safe with industry-leading encryption and SOC 2-certified providers.
Duplicate Detection
Instantly detect and eliminate duplicate invoices and expenses.
Audit Trail
Track every change with a comprehensive log for full transparency.
AI Document & Drive
Chat with your documents for instant insights and automated tasks (1GB included)
AI Accounting Assistant Paula
Your personal AI accountant for insights and financial tasks.
Invite your Tax Guy
Add your tax specialist or team and set custom permissions.
AutomationsBeta
Automate recurring tasks, reports, and more with ease.
Double-Entry System
Default double-entry bookkeeping with the option to view in single-entry format.
Flexible Data Import
Easily connect your data through Plaid, CSV uploads, or QuickBooks Online (QBO) exported files.
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