Bookkeeping system

Clear books before the month closes.

Connected accounts, statement uploads, category review, financial reports, and workpapers stay in one focused bookkeeping surface.

Live account scopeP&L and balance sheetClose packet export
Books deskConnect a source to start the books.
Top expensesJune 2026
No sourced expense rows yet
No input needed
Finance locked
Locked: enter the Finance PIN to connect accounts, set book scope, and view autonomous books.
No ledger loadedAuto-run pendingLedger empty June 20260 of 0 accounts in books
Revenue-
Spend-
Net-
Review queue-
0 included · 0 connected

Connected accounts

P&L · June 2026

Top expenses

No sourced expense rows in this date range yet.
June 2026

P&L

Revenue-
Spend-
Net income-
Current scoped accounts

Balance sheet

Assets-
Liabilities-
Equity-
Reconciliation

Auto-close

Matched-
Review-
Exceptions-
Transactions

Recent ledger

No posted ledger rows yet. Connect Plaid/Stripe and the autonomous bookkeeper will import them on schedule.
June 2026

Monthly close