| What you get — included on every plan |
Month-end stops being a surprise. You can see the close is on track before it’s late, instead of chasing somebody for a status update. Follow month-end step by step, with a live progress bar covering bank recon, AP, AR, accruals, and sales tax. Financial Close | — | Included | Included | Included |
Problems surface the day they appear rather than six weeks later, while they’re still cheap to fix. Structured daily analysis of revenue, cash, runway, and anomalies. You see it the same day, well before month-end. AI Pulse | — | Included | Included | Included |
Nobody rebuilds the same spreadsheet every month, and you know which numbers moved without having to ask anyone. Live KPI and KRA dashboards and scorecards, so you can track performance without rebuilding spreadsheets. KPI Engine | — | Included | Included | Included |
You know today whether your books can be trusted, rather than finding out halfway through a diligence process. An AI-maintained account health score with open problems and prioritized recommendations. Review Account | — | Included | Included | Included |
A board or lender request takes minutes. You’re not assembling a deck the night before the meeting. P&L, balance sheet, cash flow, and trial balance with branded PDF and Excel export. Reporting Engine | — | Included | Included | Included |
Runway becomes a number you can act on, instead of a spreadsheet cell somebody last touched two months ago. Budget vs. actual and rolling forecasts tied to your books, so runway decisions use current numbers. Budget & Forecast | — | Included | Included | Included |
You get the answer without commissioning a report and waiting a week to read it. AI-powered insight packs for AR, AP, revenue, expenses, and cash. Answers without building reports. AI Financial Insights | — | Included | Included | Included |
A finance question takes about thirty seconds, rather than three days of email with your bookkeeper. Ask questions in natural language. AI returns charts, tables, and answers grounded in your data. Ask AI | — | Included | Included | Included |
You stop paying the same invoice twice. Duplicate payments and unusual vendor activity get flagged the day they land, well before a year-end review would find them. AI-powered checks for duplicate payments, unusual vendor activity, and risk, surfaced early. Vendor Compliance | — | Included | Included | Included |
You can see what you actually spend and with whom, instead of four spellings of the same vendor scattered across the ledger. AI-assisted vendor dedup, enrichment, and risk scoring, with spend visibility and ledger write-back. Vendor Expense Management | — | Included | Included | Included |
Miscoded and out-of-policy spend gets caught as it lands, so year-end is a close rather than a cleanup project. Every line carries a control on it, and an audit trail behind it. AI classification suggestions, policy rules, risk scoring, and approvals on GL transactions. Transaction Assurance | — | Included | Included | Included |
You can answer “how are we doing” on any day of the month, without waiting for the next scheduled report. On-demand AI-written read of your financial position, key trends, and what to watch. Run it when you need it. AI Assessment | — | Included | Included | Included |
| Accounting service — varies by plan |
Dedicated experienced bookkeeper | — | ✓ | ✓ | ✓ |
GL management | — | ✓ | ✓ | ✓ |
Bank & credit card reconciliation | — | ✓ | ✓ | ✓ |
AP management | — | ✓ | ✓ | ✓ |
Monthly GAAP close | — | ✓ | ✓ | ✓ |
AR: client invoicing & revenue recognition | — | — | ✓ | ✓ |
Budget vs. actuals reporting | — | — | ✓ | ✓ |
Financial modeling | — | — | ✓ | ✓ |
Consolidated reporting | — | — | ✓ | ✓ |
Audit support Preparing schedules and responding to your auditor’s information requests. We do not conduct the audit or issue an opinion. | — | — | ✓ | ✓ |
Grant reporting | — | — | ✓ | ✓ |
Fundraising diligence & data-room support | — | — | ✓ | ✓ |
Audit-ready controls & support Documentation and controls that make your independent auditor’s work easier. We do not perform the audit. | — | — | — | ✓ |
Dedicated lead accountant | — | — | — | ✓ |