Accounting that
runs itself.
EliteBooks is an autonomous financial intelligence platform / Financial Operating System (OS). Powered by 15 specialized domain agents, live Plaid banking feeds, computer vision OCR, and interactive voice triggers, EliteBooks seamlessly integrates every functional area — from the Banking module and the Invoicing tool to the Payroll application, FinOps, and Personal Wealth — into a unified, mathematically balanced general ledger backed by total manual control and continuous SOC 1 & SOC 2 Type II trust controls.
EliteBooksVoice intent transcribed via Whisper. Synced Plaid bank feed ($42,150 liquid cash). Verified all 6 continuous SOC 1 & SOC 2 controls. Trial balance is in equilibrium ($0 variance). Prepared invoice draft for Acme Corp ($15,000, Net 30).
Everything your business needs.
Full QuickBooks-class accounting, supercharged with live banking feeds, computer vision OCR, and continuous SOC compliance.
Desktop PWA & Multi-OS Native Icon Hub
Run EliteBooks as a zero-latency, full-screen desktop application on Windows 10/11 and Apple macOS/iOS. Use Google Chrome for Windows desktop PWA installation with 1-click Start/Taskbar pinning, and use Apple Safari for Macs with native "File > Add to Dock" integration (macOS Sonoma+) and iOS Home Screen web clips. Includes dedicated downloaders for genuine Windows multi-resolution .ico binaries and Apple .icns / Retina 1024px icon packages with step-by-step shortcut customization tutorials.
AI Receipt Capture, Vision Extraction & Expense Approval
Instant receipt capture from mobile phone cameras, desktop webcams (with live framing guide), or drag-and-drop file uploads across both Operating Expenses and Personal Finances. Powered by official OpenAI GPT-4o Vision OCR to extract merchants, line items, subtotals, taxes, and totals into canonical GL or personal budget categories with zero synthetic fallback data. Features split-pane review with image zoom/rotation, 1-click Contact/Vendor directory saving, mathematical reconciliation checks, cross-ledger duplicate detection, category history deep dives, and mandatory controller signoff before ledger posting.
AI Agent Activity Hub & Plain-Language Audit Trail
A transparent, real-time timeline of every action taken across your organization by autonomous AI helpers. Reads directly from the tenant SHA-256 cryptographically chained audit lock, translating complex system mutations into plain sentences (e.g. "Scanned and extracted a receipt — Dollar General ($1.85)"). Features instant search, helper filtering, and expandable forensic verification proof.
AI Spreadsheet-to-Expense Extraction & Google Sheets Sync
Transform messy Excel spreadsheets (.xlsx, .xls, .csv, .tsv) and live Google Sheets into verified general ledger expenses. Autonomous structure detection identifies headers (rows 0–15), excludes subtotals/deposits/transfers, maps columns semantically, classifies GL accounts, screens cross-ledger duplicates, and stages items in an interactive review modal with inline editing and partial approval before ledger posting.
Multi-Domain Recurring Autopilot & HITL Governance
Cross-module financial Autopilot spanning Invoices (AR), Operating Expenses, Personal Finance, and FinOps (AWS, GCP, SaaS subscriptions). Select candidate transactions with an interactive configuration wizard, set custom cadences (daily, weekly, bi-weekly, monthly, quarterly, annual), and enforce Human-in-the-Loop (HITL) Executive Governance to stage disbursements in the Executive Review queue with 24h automated reminders before posting to the General Ledger.
Weekly Financial Breakdown & Accounting Buckets
Break down finances by week across Expenses, Invoices, Personal Finance, and Cloud FinOps. A unified Week/Month/Year date filter with interactive 1-click Monthly vs. Weekly chart toggles exposes intra-month cash flow velocity and burn rates.
Intelligent Contact & Vendor Management
Centralized business identity layer managing customers, vendors, suppliers, and contractors. Features real-time autocomplete, multi-address routing, inline capture from invoices and expenses, non-destructive merging, and KMS envelope-encrypted Tax IDs.
Compliant Printable Paystubs & Universal Audit Ledger
IRS Circular E & 1099/W-2 compliant earnings statements with custom company branding, address, EIN, and logo. Features real-time employee creation/update timestamps and tamper-evident tenant audit trails tracking every invoice, expense, payroll, HR, and inventory change.
GCP Cloud KMS Envelope Encryption
Hardware-grade database-at-rest protection coupling GCP Cloud KMS KEKs with ephemeral AES-256-GCM Data Encryption Keys, sub-millisecond in-memory LRU caching, and zero-downtime dual-read compatibility.
Zero-Trust Multi-Tenant Isolation
Enterprise privacy architecture enforcing cryptographic separation across all 31+ API routes, Firestore collections, Pinecone vector namespaces, GraphRAG knowledge graphs, and MCP tools with zero default fallbacks.
GraphRAG Financial Knowledge Graph
Autonomous vector topology engine mapping multi-hop financial relationships across clients, invoices, bank accounts, and tax categories with high-legibility geometry: enlarged 26px–34px nodes, bold 13px labels, and reinforced 3.0px–4.5px directional Bézier curves.
Smart Contract Studio & Autopilot
6-step conversational AI wizard that designs, fuzz-tests (256 property iterations), audits (Slither static analysis), and packages smart contracts with zero-hot-key Human-in-the-Loop cryptographic gates.
Agentic Audit & Evidence-Chain Trust Center
Evidence-Chain architecture binding input data digests, prompt version hashes, and model IDs into an immutable SHA-256 transactional ledger with live Base L2 Merkle tree inclusion proofs.
Super Admin Recovery Hub & Multi-Field Search Engine
Governance suite featuring 60-day recovery queues and 6-month archives. Displays member account name, @username, exact archival date/time, and valuation with an omni-search engine (username, date, item name, amount) and zero admin financial privacy leaks.
Universal Multi-Field Search & Member Attribution
Instant 4-dimensional search across Invoices, Expenses, HR, FinOps, and Personal Finance. Filter across member @username, date & time, item name/description, and monetary amount with live record counts and member account attribution.
Coinbase CDP Non-Custodial Wallets
Server-managed programmatic EVM wallets on Base L2, enabling autonomous treasury operations, smart account spend permissions, and gas sponsorship.
Merkle Blockchain & L2 State Seals
Computes cryptographic Merkle Tree roots across all journal entries, notarizing immutable balance state seals onto Base L2, Polygon, and Arbitrum.
1-Click CPA Cryptographic Certificate
Generates official, print-ready Certificates of Ledger Integrity & Solvency with Merkle checksums, block heights, and GAAP invariant verification.
Executive Voice Audio Briefing
Listen to decision-grade audio briefings in a calm executive persona (OpenAI TTS & Whisper STT). Hear instant time-of-day greetings, open/overdue invoice metrics, and deleted record exclusions with full Play, Pause, and Stop controls.
Enterprise MCP Financial Math Engine
Standardized Model Context Protocol (MCP) math compute powering exact financial calculations: deterministic cash runway, Base/Bull/Bear multi-scenario forecasting, unit economics, statutory tax reserves, and double-entry trial balance equilibrium proofs with zero hardcoded mocks.
Streamlined Executive Command Center
Decision-grade AI financial briefings synthesized directly from your live general ledger. Replaces cluttered transcripts with concise summaries, key findings, and collapsible multi-agent consensus audits.
Universal Multi-Currency Engine
Real-time spot rate conversion and formatting across 12+ international currencies (USD, EUR, GBP, CAD, JPY, AUD, CHF, INR, etc.) synchronized seamlessly across all dashboards, charts, and invoice ledgers.
Sovereign Banking Engine, Direct Credential Login & MFA Verification
Connects to 12,000+ banks, credit unions, digital fintechs, and wealth management institutions with real credential login forms, interactive multi-factor authentication (MFA/2FA) challenge verification, sovereign open catalog search, and real-time transaction streaming.
In-App PayPal Connect, Live Cash Wallet, CSV & Vision OCR Scanner
Connect directly to PayPal Business in-app with zero sandbox errors. Streams live digital wallet balances into Total Cash KPIs, parses 41-column PayPal CSV activity reports with intelligent authorization-hold deduplication, auto-extracts PDF statements via Computer Vision OCR, and imports clean expenses with 1-click ledger posting.
Computer Vision & Banking OCR
Extracts full tables, opening/closing balances, checks, and wire confirmations from photos or PDFs via Computer Vision OCR.
Autonomous Expense Report AI Scanner
Upload up to 500 expense reports in one batch. OpenAI Computer Vision OCR & NLP extracts every line item, maps GL categories, flags personal expenses, and stages items for Human-in-the-Loop approval before posting to the general ledger.
Agentic Copilot & Task Completion Engine
Autonomous financial orchestration: understands user intent, inspects live context, asks targeted questions when useful, respects user declines without friction, and executes tasks across 10 modules with zero fabrication.
Autonomous Expense Approval & Universal Reminders
Autonomous Expense Approval Agent: real-time duplicate detection, spend threshold policy checks, and Human-in-the-Loop review gates with [Approve & Post] and [Remind Me Later] snooze scheduling for all pending expenses.
Invoicing & Agentic AR
Creates custom professional invoices with instant Paid status selection, dedicated creation fields, integrated Stripe links, and proactive Agentic AI payment verification.
Statutory Payroll & Paystubs
Calculates penny-accurate gross-to-net withholdings using official 2026 IRS Publication 15-T, FICA ($184.5k cap), and state tax tables.
Autonomous Regulatory Tax Sentry
Continuously monitors IRS.gov, SSA.gov, and State Revenue departments for tax policy updates with Human-in-the-Loop staging.
Multi-Cloud FinOps & M365 Intelligence
Live cost telemetry across AWS, Azure, GCP, OpenAI, and Microsoft 365 license seat optimization with interactive anomaly diagnostics.
Financial Reporting
Generates GAAP-compliant profit and loss statements, balance sheets, and cash flow summaries locked with SHA-256 integrity.
GraphRAG 5-Tier Financial Topology
Spacious 5-tier financial lifecycle knowledge graph (Clients → Invoices → Treasury Hub → Disbursements → Vendors) with collision-free node geometry, boundary-aware Bézier routing, and pan/zoom navigation.
Financial HR & Workforce Studio
Integrated personnel management, PTO tracking, project timesheets, benefits burden rates (9.8%), and a 30-Day Recovery Bin.
Project Management & Construction Financials
Advanced job costing, retainage tracking (5-10%), change orders, and forecast cost-to-complete (ETC) modeling.
Inventory Tracking
Monitors stock levels in real time as sales and purchases happen with automated reorder point alerts.
Receipt and Mile Tracking
Snaps photos of receipts and logs business travel for IRS Section 162 tax deductions ($0.67/mi).
Continuous Books Quality AI
Real-time 0-100 Books Health score, duplicate transaction detection, unallocated cost screening, and quarterly intelligence reports.
Batch Studio & Excel Sync
High-volume batch invoicing and expense categorization with pre-execution safety previews and bi-directional Excel sync.
Voice AI & Speech Operations
Speak naturally in 7 global languages to invoice clients, log expenses, and query reports with Whisper STT voice triggers.
Interactive HITL Workflow Safety
Visual review modals for collection email drafts, cloud anomaly reports, and policy updates before committing to live ledgers.
Ephemeral PII/PHI Masking Vault
In-memory tokenization and RAM masking for bank credentials, tax IDs, and healthcare PHI with real-time heuristic fraud detection.
Multi-User Isolated Copilot Memory
Zero Cross-User Copilot Exposure: each user's chat history, session memory, and Pinecone long-term memories are cryptographically scoped to their verified Firebase identity — invisible to all other users.
100% Serverless Firestore & Storage
Zero Cloud SQL idle overhead: enterprise general ledgers run natively on Cloud Firestore with Firebase Storage and isolated Pinecone vector RAG memory.
Verification Agent — Deterministic Math Proofs
Every AI response is validated by an automated Verification Agent before delivery: checks user ownership, date range integrity, requested field completeness, math accuracy, and hallucination detection against live DB records.
Action-First Query Intelligence
"Break down my September expenses with dates" correctly triggers a breakdown report with full itemization — not an expense creation. Action-first intent parsing ensures the right operation every time with zero ambiguity collisions.
CFO Strategic Advisory Agent
Autonomous C-suite financial strategist: continuously synthesizes multi-agent ledgers into executive briefings, calculates live EBITDA, gross and operating margins, models revenue shifts, and generates board-level insights.
Vendor Procurement & SaaS Waste Arbitrage
Autonomous contract intelligence: scans recurring vendor expenses, surfaces idle SaaS seats and duplicate subscriptions, models benchmark market rates, and generates professional price-renegotiation draft letters.
Tax Nexus Sentry & Multi-State Compliance
Wayfair economic nexus velocity monitoring across all 50 states, automated 1099-NEC/MISC threshold audits ($600 rule), and Section 41 R&D payroll tax credit calculations ($250k cap).
AR Collections & Non-Destructive Dunning Agent
Autonomous accounts receivable recovery: machine learning delinquency risk scoring, human-in-the-loop multi-step dunning reminders (Net-30/45/60/90), and invoice factoring discount-rate modeling.
Capital, Valuation & Cap Table Studio
Full equity lifecycle intelligence: cap table modeling across Common, Preferred, and Option pools, SAFE/convertible note dilution waterfalls, and IRC 409A fair market value compliance checks.
Verifiable Claims & Dispute Arbitration Module
Zero-knowledge third-party dispute verification: export 1-click cryptographically signed Evidence Manifests (W3C PROV-O) with deliverable digests, version-pinned contract policies, human override logs, and Merkle inclusion proofs verified in seconds on public dispute portals.
Desktop PWA & Multi-OS Native Icon Hub
Run EliteBooks as a zero-latency, full-screen desktop application on Windows 10/11 and Apple macOS/iOS. Use Google Chrome for Windows desktop PWA installation with 1-click Start/Taskbar pinning, and use Apple Safari for Macs with native "File > Add to Dock" integration (macOS Sonoma+) and iOS Home Screen web clips. Includes dedicated downloaders for genuine Windows multi-resolution .ico binaries and Apple .icns / Retina 1024px icon packages with step-by-step shortcut customization tutorials.
AI Receipt Capture, Vision Extraction & Expense Approval
Instant receipt capture from mobile phone cameras, desktop webcams (with live framing guide), or drag-and-drop file uploads across both Operating Expenses and Personal Finances. Powered by official OpenAI GPT-4o Vision OCR to extract merchants, line items, subtotals, taxes, and totals into canonical GL or personal budget categories with zero synthetic fallback data. Features split-pane review with image zoom/rotation, 1-click Contact/Vendor directory saving, mathematical reconciliation checks, cross-ledger duplicate detection, category history deep dives, and mandatory controller signoff before ledger posting.
AI Agent Activity Hub & Plain-Language Audit Trail
A transparent, real-time timeline of every action taken across your organization by autonomous AI helpers. Reads directly from the tenant SHA-256 cryptographically chained audit lock, translating complex system mutations into plain sentences (e.g. "Scanned and extracted a receipt — Dollar General ($1.85)"). Features instant search, helper filtering, and expandable forensic verification proof.
AI Spreadsheet-to-Expense Extraction & Google Sheets Sync
Transform messy Excel spreadsheets (.xlsx, .xls, .csv, .tsv) and live Google Sheets into verified general ledger expenses. Autonomous structure detection identifies headers (rows 0–15), excludes subtotals/deposits/transfers, maps columns semantically, classifies GL accounts, screens cross-ledger duplicates, and stages items in an interactive review modal with inline editing and partial approval before ledger posting.
Multi-Domain Recurring Autopilot & HITL Governance
Cross-module financial Autopilot spanning Invoices (AR), Operating Expenses, Personal Finance, and FinOps (AWS, GCP, SaaS subscriptions). Select candidate transactions with an interactive configuration wizard, set custom cadences (daily, weekly, bi-weekly, monthly, quarterly, annual), and enforce Human-in-the-Loop (HITL) Executive Governance to stage disbursements in the Executive Review queue with 24h automated reminders before posting to the General Ledger.
Weekly Financial Breakdown & Accounting Buckets
Break down finances by week across Expenses, Invoices, Personal Finance, and Cloud FinOps. A unified Week/Month/Year date filter with interactive 1-click Monthly vs. Weekly chart toggles exposes intra-month cash flow velocity and burn rates.
Intelligent Contact & Vendor Management
Centralized business identity layer managing customers, vendors, suppliers, and contractors. Features real-time autocomplete, multi-address routing, inline capture from invoices and expenses, non-destructive merging, and KMS envelope-encrypted Tax IDs.
Compliant Printable Paystubs & Universal Audit Ledger
IRS Circular E & 1099/W-2 compliant earnings statements with custom company branding, address, EIN, and logo. Features real-time employee creation/update timestamps and tamper-evident tenant audit trails tracking every invoice, expense, payroll, HR, and inventory change.
GCP Cloud KMS Envelope Encryption
Hardware-grade database-at-rest protection coupling GCP Cloud KMS KEKs with ephemeral AES-256-GCM Data Encryption Keys, sub-millisecond in-memory LRU caching, and zero-downtime dual-read compatibility.
Zero-Trust Multi-Tenant Isolation
Enterprise privacy architecture enforcing cryptographic separation across all 31+ API routes, Firestore collections, Pinecone vector namespaces, GraphRAG knowledge graphs, and MCP tools with zero default fallbacks.
GraphRAG Financial Knowledge Graph
Autonomous vector topology engine mapping multi-hop financial relationships across clients, invoices, bank accounts, and tax categories with high-legibility geometry: enlarged 26px–34px nodes, bold 13px labels, and reinforced 3.0px–4.5px directional Bézier curves.
Smart Contract Studio & Autopilot
6-step conversational AI wizard that designs, fuzz-tests (256 property iterations), audits (Slither static analysis), and packages smart contracts with zero-hot-key Human-in-the-Loop cryptographic gates.
Agentic Audit & Evidence-Chain Trust Center
Evidence-Chain architecture binding input data digests, prompt version hashes, and model IDs into an immutable SHA-256 transactional ledger with live Base L2 Merkle tree inclusion proofs.
Super Admin Recovery Hub & Multi-Field Search Engine
Governance suite featuring 60-day recovery queues and 6-month archives. Displays member account name, @username, exact archival date/time, and valuation with an omni-search engine (username, date, item name, amount) and zero admin financial privacy leaks.
Universal Multi-Field Search & Member Attribution
Instant 4-dimensional search across Invoices, Expenses, HR, FinOps, and Personal Finance. Filter across member @username, date & time, item name/description, and monetary amount with live record counts and member account attribution.
Coinbase CDP Non-Custodial Wallets
Server-managed programmatic EVM wallets on Base L2, enabling autonomous treasury operations, smart account spend permissions, and gas sponsorship.
Merkle Blockchain & L2 State Seals
Computes cryptographic Merkle Tree roots across all journal entries, notarizing immutable balance state seals onto Base L2, Polygon, and Arbitrum.
1-Click CPA Cryptographic Certificate
Generates official, print-ready Certificates of Ledger Integrity & Solvency with Merkle checksums, block heights, and GAAP invariant verification.
Executive Voice Audio Briefing
Listen to decision-grade audio briefings in a calm executive persona (OpenAI TTS & Whisper STT). Hear instant time-of-day greetings, open/overdue invoice metrics, and deleted record exclusions with full Play, Pause, and Stop controls.
Enterprise MCP Financial Math Engine
Standardized Model Context Protocol (MCP) math compute powering exact financial calculations: deterministic cash runway, Base/Bull/Bear multi-scenario forecasting, unit economics, statutory tax reserves, and double-entry trial balance equilibrium proofs with zero hardcoded mocks.
Streamlined Executive Command Center
Decision-grade AI financial briefings synthesized directly from your live general ledger. Replaces cluttered transcripts with concise summaries, key findings, and collapsible multi-agent consensus audits.
Universal Multi-Currency Engine
Real-time spot rate conversion and formatting across 12+ international currencies (USD, EUR, GBP, CAD, JPY, AUD, CHF, INR, etc.) synchronized seamlessly across all dashboards, charts, and invoice ledgers.
Sovereign Banking Engine, Direct Credential Login & MFA Verification
Connects to 12,000+ banks, credit unions, digital fintechs, and wealth management institutions with real credential login forms, interactive multi-factor authentication (MFA/2FA) challenge verification, sovereign open catalog search, and real-time transaction streaming.
In-App PayPal Connect, Live Cash Wallet, CSV & Vision OCR Scanner
Connect directly to PayPal Business in-app with zero sandbox errors. Streams live digital wallet balances into Total Cash KPIs, parses 41-column PayPal CSV activity reports with intelligent authorization-hold deduplication, auto-extracts PDF statements via Computer Vision OCR, and imports clean expenses with 1-click ledger posting.
Computer Vision & Banking OCR
Extracts full tables, opening/closing balances, checks, and wire confirmations from photos or PDFs via Computer Vision OCR.
Autonomous Expense Report AI Scanner
Upload up to 500 expense reports in one batch. OpenAI Computer Vision OCR & NLP extracts every line item, maps GL categories, flags personal expenses, and stages items for Human-in-the-Loop approval before posting to the general ledger.
Agentic Copilot & Task Completion Engine
Autonomous financial orchestration: understands user intent, inspects live context, asks targeted questions when useful, respects user declines without friction, and executes tasks across 10 modules with zero fabrication.
Autonomous Expense Approval & Universal Reminders
Autonomous Expense Approval Agent: real-time duplicate detection, spend threshold policy checks, and Human-in-the-Loop review gates with [Approve & Post] and [Remind Me Later] snooze scheduling for all pending expenses.
Invoicing & Agentic AR
Creates custom professional invoices with instant Paid status selection, dedicated creation fields, integrated Stripe links, and proactive Agentic AI payment verification.
Statutory Payroll & Paystubs
Calculates penny-accurate gross-to-net withholdings using official 2026 IRS Publication 15-T, FICA ($184.5k cap), and state tax tables.
Autonomous Regulatory Tax Sentry
Continuously monitors IRS.gov, SSA.gov, and State Revenue departments for tax policy updates with Human-in-the-Loop staging.
Multi-Cloud FinOps & M365 Intelligence
Live cost telemetry across AWS, Azure, GCP, OpenAI, and Microsoft 365 license seat optimization with interactive anomaly diagnostics.
Financial Reporting
Generates GAAP-compliant profit and loss statements, balance sheets, and cash flow summaries locked with SHA-256 integrity.
GraphRAG 5-Tier Financial Topology
Spacious 5-tier financial lifecycle knowledge graph (Clients → Invoices → Treasury Hub → Disbursements → Vendors) with collision-free node geometry, boundary-aware Bézier routing, and pan/zoom navigation.
Financial HR & Workforce Studio
Integrated personnel management, PTO tracking, project timesheets, benefits burden rates (9.8%), and a 30-Day Recovery Bin.
Project Management & Construction Financials
Advanced job costing, retainage tracking (5-10%), change orders, and forecast cost-to-complete (ETC) modeling.
Inventory Tracking
Monitors stock levels in real time as sales and purchases happen with automated reorder point alerts.
Receipt and Mile Tracking
Snaps photos of receipts and logs business travel for IRS Section 162 tax deductions ($0.67/mi).
Continuous Books Quality AI
Real-time 0-100 Books Health score, duplicate transaction detection, unallocated cost screening, and quarterly intelligence reports.
Batch Studio & Excel Sync
High-volume batch invoicing and expense categorization with pre-execution safety previews and bi-directional Excel sync.
Voice AI & Speech Operations
Speak naturally in 7 global languages to invoice clients, log expenses, and query reports with Whisper STT voice triggers.
Interactive HITL Workflow Safety
Visual review modals for collection email drafts, cloud anomaly reports, and policy updates before committing to live ledgers.
Ephemeral PII/PHI Masking Vault
In-memory tokenization and RAM masking for bank credentials, tax IDs, and healthcare PHI with real-time heuristic fraud detection.
Multi-User Isolated Copilot Memory
Zero Cross-User Copilot Exposure: each user's chat history, session memory, and Pinecone long-term memories are cryptographically scoped to their verified Firebase identity — invisible to all other users.
100% Serverless Firestore & Storage
Zero Cloud SQL idle overhead: enterprise general ledgers run natively on Cloud Firestore with Firebase Storage and isolated Pinecone vector RAG memory.
Verification Agent — Deterministic Math Proofs
Every AI response is validated by an automated Verification Agent before delivery: checks user ownership, date range integrity, requested field completeness, math accuracy, and hallucination detection against live DB records.
Action-First Query Intelligence
"Break down my September expenses with dates" correctly triggers a breakdown report with full itemization — not an expense creation. Action-first intent parsing ensures the right operation every time with zero ambiguity collisions.
CFO Strategic Advisory Agent
Autonomous C-suite financial strategist: continuously synthesizes multi-agent ledgers into executive briefings, calculates live EBITDA, gross and operating margins, models revenue shifts, and generates board-level insights.
Vendor Procurement & SaaS Waste Arbitrage
Autonomous contract intelligence: scans recurring vendor expenses, surfaces idle SaaS seats and duplicate subscriptions, models benchmark market rates, and generates professional price-renegotiation draft letters.
Tax Nexus Sentry & Multi-State Compliance
Wayfair economic nexus velocity monitoring across all 50 states, automated 1099-NEC/MISC threshold audits ($600 rule), and Section 41 R&D payroll tax credit calculations ($250k cap).
AR Collections & Non-Destructive Dunning Agent
Autonomous accounts receivable recovery: machine learning delinquency risk scoring, human-in-the-loop multi-step dunning reminders (Net-30/45/60/90), and invoice factoring discount-rate modeling.
Capital, Valuation & Cap Table Studio
Full equity lifecycle intelligence: cap table modeling across Common, Preferred, and Option pools, SAFE/convertible note dilution waterfalls, and IRC 409A fair market value compliance checks.
Verifiable Claims & Dispute Arbitration Module
Zero-knowledge third-party dispute verification: export 1-click cryptographically signed Evidence Manifests (W3C PROV-O) with deliverable digests, version-pinned contract policies, human override logs, and Merkle inclusion proofs verified in seconds on public dispute portals.
15 Specialized AI Agents. Zero Effort.
Specialized autonomous domain agents collaborate seamlessly across every module to manage your enterprise finances.
Invoicing Agent
AR & One-Shot DraftingLedger Agent
Double-Entry BooksExpense Agent
Categorization & Sec 162Banking Agent
Plaid Sync & AdvisoryVision OCR
Statement & Check VisionTax Sentry Agent
IRS & State Policy ScannerTrust & Audit Sentry
SHA-256 Ledger & SOC 1/2CDP Treasury Agent
Base L2 Onchain WalletsBooks Quality AI
0-100 Health SentryOrchestrator
Master ControllerCash Flow
Forecasting & RunwayPayroll Agent
IRS Pub 15-T & FICA StubsHR & Workforce
PTO, Timesheets & 30d BinProjects & Job Cost
Construction & ETCCompliance Agent
ASC 606 & GAAP AuditsFinOps Agent
AWS/Azure/GCP/M365 CloudPersonal Finance
Wealth & Founder DrawsFraud Sentinel
Ephemeral PII/PHI VaultCFO Strategist
EBITDA & C-Suite BriefingsVendor Procurement
SaaS Waste & RenegotiationTax Nexus Sentry
Wayfair & 1099 ThresholdsAR & Collections
Dunning & Factoring ModelsCapital & Valuation
Cap Table & 409A ModelingFX & Multi-Currency
ASC 830 Spot RevaluationsVerification Agent
Deterministic Math ProofsGraphRAG Specialist
5-Tier Topology & Multi-Hop NetworkInvoicing Agent
AR & One-Shot DraftingLedger Agent
Double-Entry BooksExpense Agent
Categorization & Sec 162Banking Agent
Plaid Sync & AdvisoryVision OCR
Statement & Check VisionTax Sentry Agent
IRS & State Policy ScannerTrust & Audit Sentry
SHA-256 Ledger & SOC 1/2CDP Treasury Agent
Base L2 Onchain WalletsBooks Quality AI
0-100 Health SentryOrchestrator
Master ControllerCash Flow
Forecasting & RunwayPayroll Agent
IRS Pub 15-T & FICA StubsHR & Workforce
PTO, Timesheets & 30d BinProjects & Job Cost
Construction & ETCCompliance Agent
ASC 606 & GAAP AuditsFinOps Agent
AWS/Azure/GCP/M365 CloudPersonal Finance
Wealth & Founder DrawsFraud Sentinel
Ephemeral PII/PHI VaultCFO Strategist
EBITDA & C-Suite BriefingsVendor Procurement
SaaS Waste & RenegotiationTax Nexus Sentry
Wayfair & 1099 ThresholdsAR & Collections
Dunning & Factoring ModelsCapital & Valuation
Cap Table & 409A ModelingFX & Multi-Currency
ASC 830 Spot RevaluationsVerification Agent
Deterministic Math ProofsGraphRAG Specialist
5-Tier Topology & Multi-Hop NetworkReady to automate your accounting?
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