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Triage & review

An inbox built for transaction review.

Uncategorized bank activity, pending changes, and items that need a human decision surface in one focused queue. Review, categorize, and reconcile without hunting through spreadsheets.

One queue for every entity.

New bank activity from every company lands in a single list, labelled by entity and account, newest first.

Every transaction, already matched.

Receipts, bills, and categories arrive pre-matched with the evidence — amount, contact, date — so you confirm instead of search.

Never leave the keyboard.

Arrow through the queue and ⌘K to categorize, tag, hold, or match. The next item is already waiting.

How it works

Built for flow.

Every action has a shortcut, so working through a month of activity feels like clearing an inbox.

Agentic accounting

Threads and workflows that close the books for you.

Ledger & integrations

Bank sync, documents, and a full general ledger.