Features
Check file quality
Let the system identify errors so you can avoid surprises.
Manage capacity
Track client complexity & staff capacity to balance bandwidth.
AI-powered workflows
Delegate file-quality alerts as soon as the system flags them.
Supercharge advisory
AI-empowered advisory means even juniors can offer great advice.
Aggregate client data
Sync complete general ledgers and live bank feeds from every client.
Pricing
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Pricing
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$10
/month per user
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File quality checks
Pre-built analytics
Client complexity tracking
Pre-built dashboards
Capacity management
Advisory copilot
Automatic alerts & triage
Automatic org charts
Task management
General ledger integrations
Reconciliation tracking
Live bank feeds
User permission control
Notifications
