Real-time transaction ingestion and auto categorization.
Real-time generation of income statement and balance sheet.
One-click reconciliation.
In-app commenting and access to support.
In-app commenting and access to a CPA.
CPA monthly book review and confirm reconciliation of the book.
In-app commenting and access to a CFO.
Up to 1 hour 1on1 time with CFO monthly.
Real-time data ingestion and auto categorization.
Real-time generation of income statement and balance sheet.
One-click reconciliation.
In-app commenting and access to support.
In-app commenting and access to a CPA.
CPA monthly book review and confirm reconciliation.
In-app commenting and access to a CFO.
Up to 1 hour 1on1 time with CFO monthly.
Real-time data ingestion and auto categorization.
Real-time generation of income statement and balance sheet.
One-click reconciliation.
In-app commenting and access to support.
In-app commenting and access to a CPA.
CPA monthly book review and confirm reconciliation.
In-app commenting and access to a CFO.
Up to 1 hour 1on1 time with CFO monthly.
Account receivable (invoices) payment matching.
Account payable (bills) payout management.
Cash Flow forecasting.
PnL forecast modeling.
Fundraising support.
Board communication support.
1099 filing.
Annual tax filing.
Fractional Controller/CFO by hourly rate.
Real-time transaction ingestion and auto categorization.
Real-time generation of income statement and balance sheet.
One-click reconciliation.
In-app commenting and access to support.
In-app commenting and access to a CPA.
CPA monthly book review and confirm reconciliation of the book.
In-app commenting and access to a CFO.
CFO monthly book review with notes.
For companies who need a CPA reviewed and reconciled book.
/mo
Real-time data ingestion and auto categorization.
Real-time generation of income statement and balance sheet.
One-click reconciliation.
In-app commenting and access to support.
In-app commenting and access to a CPA.
CPA monthly book review and confirm reconciliation of the book.
In-app commenting and access to a CFO.
CFO monthly book review with notes.
For companies who need a CFO reviewed book, especially for lenders and investors.
/mo
Real-time data ingestion and auto categorization.
Real-time generation of income statement and balance sheet.
One-click reconciliation.
In-app commenting and access to support.
In-app commenting and access to a CPA.
CPA monthly book review and confirm reconciliation of the book.
In-app commenting and access to a CFO.
CFO monthly book review with notes.
Account receivable (invoices) management.
Account payable (bills) management.
Unit economics / profitability analysis.
Forecast modeling.
Fundraising support.
Board communication support.
1099 filing.
Annual tax filing.
