Triage, workflows, and agents on your close checklist.
Work uncategorized transactions in a focused inbox, automate recurring review with workflows, and delegate reconciliation and reporting to agents that leave an audit trail.
Codify the checklist.
Matching, splits, duplicates, transfers, and categorization run as rules on every new transaction — enabled per entity.
See exactly what a rule does.
Each rule shows its trigger, conditions, and what it proposes, so a reviewer can trust it before it runs.
An audit trail by construction.
Every booking is a balanced journal entry with its source, so month-end review starts from evidence.
How it works
Delegate the close, keep the controls.
Agents split reconciliation into steps and report back on each one. Nothing posts without the rules and reviews you set.
Agentic accounting
Threads and workflows that close the books for you.
Triage & review
Work through transactions in a focused inbox.
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