One system of
record you can stand behind.
Treasury, invoicing, reconciliation, and controls on a single continuously balanced ledger — so every number traces to a source, and close is a formality.
Everything money
touches, in one place.
Each module shares the same chart of accounts and the same audit trail — so the pieces reconcile against one another, not just against the bank.
Treasury
Every bank, card, and wallet in one continuously balanced view. Net position, runway, and per-account detail — live, never an export.
Learn more →Invoicing & AR
Branded invoices, ACH and card acceptance, and automated dunning. Each payment reconciles itself the moment funds clear.
Learn more →Reconciliation
Transactions match to source the instant they land. Exceptions surface on their own, with a full trail behind every entry.
Learn more →Controls & audit
Approval workflows, role-based access, and an immutable log — so SOX, your board, and your auditors are handled by default.
Learn more →A precise instrument,
not a dashboard.
Live balances, a traced cash line, and a real ledger of transactions — rendered as a calm, luminous plate you can read across the room.
- accounts, one balance
- 11 accounts, one balance
- net cash position
- Real-time net cash position
- since last sync
- 2 min since last sync
| Merchant | Status | Amount |
|---|---|---|
Stripe Payout | Settled | +$48,210.00 |
AWS — us-east-1 | Settled | −$12,847.16 |
Gusto Payroll | Pending | −$96,300.00 |
Cedar Co — INV-2041 | Settled | +$7,500.00 |
The controls your
auditors expect.
Encryption everywhere, an append-only audit log, and certifications you can hand to a security review — built in, not bolted on.
SOC 2 Type II
Independently audited every year against the full Trust Services Criteria. The report is available to customers under NDA.
Encryption everywhere
256-bit AES at rest, TLS 1.3 in transit. Field-level encryption on the figures that matter, with keys rotated automatically.
Immutable audit log
Every action — who, what, when — is written to an append-only log. Nothing is editable after the fact, including by us.
Granular access
Role-based permissions, SSO, and SCIM provisioning. Read-only auditor seats let reviewers in without touching a control.
PCI DSS Level 1
Card data never touches your servers or ours — it is tokenized at the edge by our Level 1 certified payment partners.
Data residency & deletion
GDPR and CCPA aligned. Choose your region, export the full ledger anytime, and request deletion on demand.
Certified, audited, and ready for your security review
- SOC 2 Type II
- 256-bit AES
- PCI DSS Level 1
- GDPR & CCPA
- Immutable audit trail
- 99.99% uptime SLA
From raw feed to
system of record.
Four stages turn a noisy stream of bank and processor data into a ledger an auditor can trust — continuously, not in a nightly batch.
Ingest
Read-only links to banks, processors, and your GL via Plaid and direct APIs. Data streams in continuously, not in nightly batches.
Normalize
Every feed is mapped to one canonical schema — currencies, categories, and entities reconciled into a single chart of accounts.
Match
The matching engine pairs each transaction to its source in real time, scoring confidence and routing exceptions for review.
Record
Settled entries land in an append-only ledger with a cryptographic trail — the system of record your auditors can rely on.
Connects to the stack
you already run
Two-way sync with your banks, processors, and your GL — set up in minutes.
One ledger for
all of it.
Book a demo and watch treasury, AR, and reconciliation fall into one balanced view — on your own stack, in 30 minutes.