Records organized
12.4k
Documents, statements, and receipts normalized into one system of record.
Finance OS
Premium, audit-ready finance operations
Product overview
Your financial back office, finally structured.
Finance OS turns scattered documents, entities, accounts, and transactions into a clean operating system for finance teams. It is designed to feel calm, executive-ready, and precise, while still preserving the operational detail needed for audits, bookkeeping, and multi-entity workflows.
Exceptions visible
43
Open issues grouped by risk, owner, and operational deadline.
Audit coverage
98%
Transactions with attached evidence, provenance, or review metadata.
Modules
The system is modular, but the workflow stays connected
Finance OS starts with records and provenance, then connects entity, account, transaction, and review workflows into one coherent operating system.
Document Vault
Productized as part of a finance operating system, not a pile of disconnected admin pages.
Source Tracking
Productized as part of a finance operating system, not a pile of disconnected admin pages.
Entity Registry
Productized as part of a finance operating system, not a pile of disconnected admin pages.
Account Registry
Productized as part of a finance operating system, not a pile of disconnected admin pages.
Transactions
Productized as part of a finance operating system, not a pile of disconnected admin pages.
Review Queue
Productized as part of a finance operating system, not a pile of disconnected admin pages.
Audit Trail
Productized as part of a finance operating system, not a pile of disconnected admin pages.
Workflow
From scattered records to audit-ready operations
1
Ingest records from banks, uploads, and operators
2
Capture provenance and evidence for every source item
3
Build entities, owners, and account relationships
4
Connect transactions to documents and review states
5
Resolve exceptions in a structured review queue
6
Export an audit-ready operating record
App direction
A calm command center for finance operators
Dashboard
Executive health, operational exceptions, and flow visibility
Vault
Document storage with source-level provenance and document state
Entities
Owners, legal entities, and control relationships
Transactions
Review, categorization, evidence attachment, and issue routing