Tax-first financial operations

Your financial back office, architected for scale.

Finance OS centralizes scattered documents, multi-entity accounts, and messy transactions into a clean, audit-ready operating system built for complex financial lives.

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dashboardFinancial Ledger

Portfolio Value

$4,282,190

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Unreconciled

14

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Entity Count

08

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Vault Integrity

Audit-Ready Infrastructure

Every document, transaction, and entity relationship is tracked with full provenance. Your financial records stay organized and verifiable.

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Multi-entity evidence chain

Recent Evidence

  • descriptionChase_Stmt_Oct.pdf
    Processing...
  • receipt_longAMEX_4412.csv
    Mapped

Seamless Connectivity with Plaid Integration

Stop manual CSV imports. Finance OS connects directly to your financial institutions through the Plaid API, bringing transaction data into your ledger automatically across all entities.

  • check_circleAutomated real-time transaction feeds
  • check_circleBank-grade AES-256 encryption
  • check_circleMulti-entity account consolidation
View Supported Banks
C

Chase Business Checking

Connected via Plaid

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S

Stripe Platform

Connected via OAuth

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AI Classification Engine

Identifying vendor: Amazon Web Services

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Entity Mapping

Mapped to: Software Ops LLC

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Vault Intelligence: Document Mapping Redefined

Finance OS processes uploaded documents intelligently -- extracting metadata, matching transactions to source records, and building your evidence chain automatically across all entities.

Smart Classification

Automatic vendor identification, category assignment, and entity routing for uploaded documents.

Evidence Linking

Transactions are connected to supporting documents so every line item has traceable provenance.

Architecture of Control

Integrated modules for multi-entity financial operations.

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Document Vault

Centralize statements, invoices, and supporting records in a structured, searchable environment built for audit readiness.

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Source Tracking

Preserve provenance, file origin, and timestamps for every record across all entities.

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Entity Registry

Map LLCs, trusts, personal accounts, and business entities with clear ownership relationships.

Ready to structure your financial back office?

Finance OS brings order to multi-entity finances -- documents, accounts, transactions, and audit trails in one system.

Get StartedView Documentation

Built for audit readiness from day one.