Record income, expenses, transfers, and distributions with a full audit trail mapped to your Chart of Accounts.
Upload a receipt and Claude AI instantly extracts vendor, amount, date, and expense category — creating the ledger entry automatically.
Import Stripe charges, processing fees, and refunds directly into the ledger. Backfill historical transactions in one click.
Invite your CPA with secure read-only access to review the books during tax season — no spreadsheet exports needed.
TOTP multi-factor authentication is required for all accounts. Financial data stays protected at every login.
P&L summaries, expense breakdowns by category, and Stripe revenue reports organized exactly how your CPA needs them.
Upload any JPG, PNG, or PDF receipt. Claude AI reads the image and extracts the vendor name, amount, date, and expense category — then pre-fills a complete ledger transaction ready for your review.
One click to confirm. The transaction is recorded to your Chart of Accounts with source tagged as RECEIPT.
Sync complete
Connect your Stripe account and import all balance transactions — charges become income entries, processing fees become expenses. Fully idempotent so you can re-run safely.
Future payouts sync automatically via webhook. Historical transactions backfill in seconds.