— OUR TECHNOLOGY
The Numbers, At Business Speed
Great accounting shouldn't mean waiting until month-end to find out where you stand. That's why we built our own in-house, AI-enabled software to work alongside our accountants — automating the tedious parts of the close so our team can spend their time on what actually matters: helping you understand and grow your business.
— 01 - THE CLOSE
Accruals, Handled Automatically
Accrual accounting is what gives you an accurate picture of your business — but it's also some of the most time-consuming, error-prone work in the close. Our platform automates the schedules that typically eat up the most hours every month.
LOANS
Interest & amortization
Calculated automatically, every period.
PREPAIDS
Expense recognition
Recognized in the right period, every time.
DEFERRED REVENUE
Revenue recognition
Stays in step with your contacts.
LEASES
Lease accounting
Handled behind the scenes, month after month.
DEPRECIATION
Fixed asset schedules
Schedules that update themselves.
STOCK OPTIONS
Equity compensation
Expenses tracked without the spreadsheet headaches
The result? A faster, more accurate close — and a team of accountants who actually have time to dig into your numbers instead of just producing them.
— 02 - CASH IN
Real-Time AR Dashboards
You shouldn't have to ask us how much you're owed — you should be able to see it. Our automated AR dashboards give you a live view of outstanding balances and average days payable, so cash collection stays visible and proactive instead of a monthly surprise.
OUTSTANDING A/R
$184,250
Across 26 open invoices
AVG. DAYS TO PAY
31.4
Trailing 90 days
COLLECTED - MTD
$96,700
Updated continuously
Illustrative dashboard — reflects the type of live view your team would see, not actual client data.
— 03 - THE FORECAST
One Forecast, Built to Tie Out
We don't just forecast revenue — we forecast your whole business. Our integrated financial forecast delivers a fully connected Income Statement, Balance Sheet, and Statement of Cash Flows, all on an accrual basis.
01
Income Statement
02
Balance Sheet
03
Statement of Cash Flows
Built together, so your forecast holds up under scrutiny — for leadership, your board, or your investors.
— 04 - LIQUIDITY
A Weekly Eye on Cash
Long-term plans matter, but cash flow moves week to week. Our integrated weekly cash flow forecast gives you a rolling, up-close view of liquidity, so you always know what's coming — and can plan for it with confidence.
Week 1
Rolling 16-week view
Week 16
— 05- YOUR SYSTEMS
Dashboards Built Around You
Every business runs on a different mix of systems. Rather than forcing you into ours, we build custom dashboards that integrate directly with the financial systems you already use — one clear, tailored view, updated continuously.
YOUR ACCOUNTING SYSTEM
YOUR PAYROLL PROVIDER
YOUR BANK FEED
YOUR BILLING PLATFORM
This is the technology behind the partnership: software that does the heavy lifting, and a team that turn it into insight.
See the technology behind your numbers
Talk to our team about what an automated close, live AR visibility, and a forecast built to tie out could look like for your business.