Three AI agents cross-examine every transaction under IRS §274, GAAP ASC 360, and UNICAP §263A — then deliver audit-ready PDF reports, straight to your client's inbox.
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Every screen is built for speed and clarity — dark-themed, interactive, and audit-ready.
Everything You Need
From raw ledger to audit-ready report — every phase of your financial workflow in one place.
Portfolio dashboard with client health scores (0–100), aging buckets, IRS flag counts, revenue vs. expenses charts, and one-click client load.
Drag-and-drop CSV, Excel, OFX, or QFX exports from any bank. Auto-detects columns, removes duplicates via SHA-256 hash, and AI-categorizes on import.
Auto-generates IRS Schedule C worksheet from categorized ledger: 50% meals limit, UNICAP §263A adjustment, §199A QBI deduction, and a year-end checklist PDF.
Three independent agents — IRS §274, GAAP ASC 360, UNICAP §263A — cross-examine every transaction and deliver confidence-scored, risk-tiered verdicts.
7-section audit-ready PDFs with colored headers, page numbers, income statement, balance sheet, cash flows, debate summary, and IRS compliance detail.
Send PDF reports and HTML invoice summaries to client email via any SMTP provider. Credentials stored locally — never in the cloud.
Accept setup fees and monthly renewals via Stripe Checkout. Sessions verified via API — licenses auto-activate on payment confirmation.
Ollama-powered GAAP categorization of every transaction using Llama 3.2. Zero cloud dependency — all inference runs on your machine.
KPI cards, burn rate trends, spend-by-category donuts, and revenue vs. expenses waterfall charts with interactive Plotly visuals.
GAAP-compliant income statement, balance sheet with auto A = L + E check, cash flow indirect method, and statement of equity.
Zero-knowledge chatbot with ledger context injected into every prompt. Answers are strictly grounded in your client's actual data.
UUID-isolated SQLite databases per client. Unlimited profiles, each with their own ledger, license, revenue history, and settings.
Three-Agent Framework
Specialized agents debate each line item and produce a confidence-scored, risk-tiered verdict in real time.
Applies IRC §274(d) — the $75 substantiation rule. Flags expenses over $75 for receipt and written business purpose. Calculates full disallowance risk at audit.
Applies ASC 360 capitalization rules. Reviews expenses over $2,000 for useful life determination. Flags P&L misstatement risk from incorrect expense treatment.
Applies IRC §263A uniform capitalization rules to production-related expenses. Detects inventory, COGS, and manufacturing categories requiring cost allocation review.
Audit-Ready Export
One click generates a complete, professionally formatted PDF — ready for auditors, partners, or clients.
14-Phase Pipeline
Every phase flows into the next — ingest once and get full compliance coverage automatically.
Portfolio overview — health scores, aging, flags, and quick-load across all clients.
UUID-isolated profiles with legacy data migration support.
Trial management, Stripe Checkout, and auto license activation.
CSV/OFX/QFX parser with column mapping, SHA-256 dedup, and AI categorization.
Manual entries or CSV import. Drives net income across all statements.
Llama 3.2 auto-categorizes every transaction into GAAP categories, locally.
Three agents cross-examine transactions with confidence scores and risk tiers.
Risk flags, reconciliation scores, and compliance metrics per transaction.
Auto-generated income, balance sheet, cash flow, and equity statements.
KPI cards, burn rate trends, waterfall charts, and spend breakdown visuals.
7-section audit-ready PDFs with page numbers and colored section headers.
Schedule C/E worksheet, deduction limits, UNICAP adj., and year-end checklist PDF.
Send PDF reports and HTML invoices via SMTP to any client email address.
Zero-knowledge chatbot — answers grounded strictly in ledger data.
Simple Pricing
Start free for 14 days. One setup fee to unlock everything. A low monthly renewal to keep it running.
Early Access
Be first to know about new features, compliance updates, and exclusive launch pricing. We onboard new firms in batches — secure your spot now.
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