AI · New

AI that works on your books, not around them.

Not a chatbot bolted onto a dashboard. Because every module writes to one ledger, the AI reads real entries — and shows its work.

What AI does

Coding that learns how you code

It watches how your team codes transactions and starts suggesting the same treatment. The uncategorized queue shrinks every month instead of growing.

  • Transaction coding trained on your own chart of accounts
  • Rules suggested from the patterns your team already follows
  • A human approves every posting — always
Uncategorized queue
14 left — was 380
Auto-coded
366
Needs review
14
Confidence
96%
Catch it before you close

Variance and anomaly detection runs against budget and prior period continuously, so the surprise lands on the 3rd instead of after the owner package has gone out.

  • Variance and anomaly detection against budget and prior period
  • Flags for missing accruals and misposted periods
  • A pre-close review summary for your controller
Pre-close review
3 items flagged
Insurance posting
Amortize?
Missing accrual
Utilities
Period check
Clear
Ask your portfolio a question

Plain language in, real answers out — with the journal entries that support them. Then it drafts the commentary for your owner package, in your own voice.

  • Plain-language questions across properties and periods
  • Every answer cites the entries behind it
  • Drafts owner package commentary for your review
You asked
Why did GOP drop?
Rooms revenue
Held
Undistributed
+14%
Cause
Insurance
Your data, and only yours

Scoped to your account and the same entitlements your people have. Nothing trains on your books but your books, and every suggestion is logged.

  • Scoped to your account and existing permission matrix
  • Full audit trail on anything the AI suggests
  • No cross-customer training on your financial data
Audit trail
Every suggestion logged
Suggested
1,402
Approved
1,388
Rejected
14

See it on your own numbers.

Thirty minutes with your portfolio, your statements, and straight answers.

Request a Demo