Close the books.
Get on with your day.
Bookkeeping, invoicing, payroll and reporting in one calm place — with an AI copilot that drafts entries, catches anomalies and answers questions about your books in plain English.
Post $4,820 to 1100 · AR / 4000 · Services. Match recurring rule "Acme retainer".
Leading teams trust Finance Operating System
Three steps. Then you're done for the month.
Connect your bank
Plaid pulls transactions in seconds. Read-only — we can never move your money.
Let the copilot categorize
Claude assigns ledger accounts using your COA and historical patterns.
Close in one click
Pre-close checks, post the JE, lock the period. Done before lunch.
Run your books without becoming a bookkeeper.
- Bank feeds, OCR receipts, smart categorization
- Invoices, recurring billing, online payment
- Plain-English answers to "where did my cash go?"
A modern stack your clients will actually use.
- Multi-client firm portal with one sign-in
- Full audit trail on every write — including the AI
- Period close, 1099 export, IRS FIRE-ready
No add-ons. No upgrades. No surprises.
Books
Double-entry ledger, custom COA, multi-currency, immutable journal.
Invoices
Quotes, invoices, recurring billing. Stripe-hosted online payment.
Bills & Expenses
Vendor management, receipt OCR (Mindee + Textract), approvals.
Banking
Plaid feeds, AI categorization, one-click reconciliation.
Payroll
W-2 payroll via Check. 1099-NEC exports in CSV or IRS FIRE format.
Reports
P&L, balance sheet, cash flow, AR/AP aging — exportable to CSV.
AI Copilot
Ask anything. Drafts entries, finds anomalies, explains variances.
Period close
Pre-close checks, JE posting, period locking, year-end close.
Security
TLS 1.3, AES-256 at rest, full audit log, SOC 2 controls.
Loved by 270+ teams.
"We cut month-end close from four days to four hours. The copilot drafts the JEs and I just approve them."
"Best part: my accountant can log into the same system. No more emailing CSVs at midnight."
"The audit log alone is worth the price. Every AI write is signed and reversible."
Everything you need to know.
Do I need to be an accountant to use Finance Operating System?
No. The copilot does the categorizing and double-entry work for you. If you have an accountant, give them firm-portal access so they can review and close the books.
How long does setup take?
Connect a bank and import your COA in about 10 minutes. Most teams send their first invoice on day one.
Is the AI safe with my books?
The copilot only proposes writes — every mutation requires human approval. Every write is captured in the audit log with before/after snapshots.
Can I cancel?
Yes, from Settings → Billing. Your data remains accessible for the rest of the billing period and you can export everything to CSV.
Start in minutes.
Close your books tomorrow.
14-day free trial. No credit card, no setup cost, no monthly fees on your first organization.