Finance workflows built for the questions that come after the numbers.

Connect revenue quality to true product margin.

Pairs RevOps OS and Cost Accounting OS so finance teams can manage bookings, billings, ARR, churn, revenue recognition, cash conversion, COGS, inventory, product profitability, reserves, and margin quality together.

Built for: CFOs, controllers, SaaS finance teams, product companies, PE-backed operators, and finance teams managing revenue quality and margin.

• RevOps OS for bookings, ARR/MRR, NRR, ASC 606, churn, cohorts, billing, collections, and cash conversion
• Cost Accounting OS for inventory, COGS, variance analysis, product profitability, reserves, and COGS vs OpEx classification
• Built for teams that need to explain both top-line durability and margin integrity

Connect bookings, billings, revenue recognition, and cash.

A browser-based revenue operations system for managing the full revenue lifecycle: bookings, billings, collections, ARR/MRR, NRR, ASC 606 revenue recognition, churn, cohorts, cash conversion, and contract risk flags.

Built for: RevOps leaders, CFOs, controllers, revenue accounting teams, SaaS finance, and subscription businesses.

• Revenue dashboard, bookings management, billings and collections, ARR/MRR analytics, ASC 606 workflow, churn/cohort analysis, and cash conversion
• Helps reconcile the revenue story across sales, finance, accounting, and collections
• Includes operator guide, secret sauce manual, AI prompt library, reference cards, and setup instructions

See true product cost before margin becomes a surprise.

A browser-based cost accounting system for inventory, COGS, manufacturing variances, product profitability, inventory reserves, COGS vs OpEx classification, and cost-accounting issue detection.

Built for: Controllers, cost accountants, manufacturing finance, CFOs, product companies, and PE-backed operators.

• Cost Structure Map, Inventory Ledger, COGS Builder, Variance Engine, Product Profitability, Inventory Reserve, COGS vs OpEx Classifier, and Faux Pas Audit
• Built for SaaS, manufacturing, product, distribution, and PE portfolio environments where margin quality matters
• Includes operator guide, secret sauce manual, AI prompts, quick reference PDF, and setup instructions

Build a controllership function that closes faster and controls working capital.

Combines Close Acceleration OS and AR/AP Automation OS into one controllership platform for month-end close, journal entries, reconciliations, accruals, flux analysis, collections, payables, vendors, and working capital visibility.

Built for: Controllers, accounting managers, CFOs, shared services, and PE-backed finance teams.

• 5-phase close workflow, 35-task close checklist, JE review log, reconciliation tracker, accrual review, and flux analysis
• AR aging, DSO, collection workflow, AP three-way match, vendor master, and working capital dashboard
• Designed to reduce tribal knowledge and create repeatable accounting operations

The close that survives the person who runs it.

A standalone close operating system for teams that want the close workflow without the full AI Controller OS bundle. Use it to standardize ownership, due dates, JE review, reconciliations, accruals, flux analysis, and close completion tracking.

Built for: Controllers, assistant controllers, accounting managers, and corporate accounting teams.

• 5-phase, 35-task close checklist with owner, due date, status, and live completion percentage
• JE review log with flag system and status filter
• Reconciliation tracker, accrual review, and flux analysis with threshold flagging

Make receivables, payables, and working capital visible in one place.

A standalone operational accounting system for teams that want the AR/AP component without buying the combined AI Controller OS. Built for invoice aging, collection follow-up, payables matching, vendor analytics, and working capital KPIs.

Built for: Controllers, AP/AR managers, finance operations teams, and CFOs improving working capital.

• AR aging with auto-bucketing, DSO, invoice-level collection status, and collection email templates
• AP invoice workflow with three-way match and exception flagging
• Vendor master, concentration analysis, and working capital dashboard for DSO, DPO, DIO, and CCC

The memo the auditor does not send back.

A technical accounting and revenue contracts platform for issue intake, materiality, ASC/IFRS research mapping, accounting memo drafting, JE validation, audit support, ASC 606 workflows, SSP allocation, deferred revenue, ARR waterfall, and contract flags.

Built for: Controllers, technical accounting teams, accounting policy, corporate accounting, and audit/advisory professionals.

• Technical accounting issue intake, research mapping, memo builder, JE workspace, PBC tracker, auditor Q&A log, and support index
• Revenue Ops & Deal Contracts OS with deal intake, ASC 606 five-step analysis, SSP allocation, recognition schedules, and deferred revenue waterfall
• Includes specialized accounting tools across leases, bifurcation, equity, covenants, waterfalls, and conceptual accounting analysis

Build forecasts that stay usable when leadership asks what if.

A planning and forecasting system with driver-based rolling forecasts, budget variance analysis, scenario modeling, headcount capacity planning, 13-week cash forecasting, runway analysis, and board-ready export.

Built for: FP&A leaders, CFOs, finance directors, SaaS finance, and PE-backed finance teams.

• Driver-based 12-month rolling forecast for MRR, ARR, EBITDA, and margin
• Budget vs actuals with favorable/unfavorable flagging and three-scenario engine
• Headcount/capacity model, revenue-per-FTE, 13-week cash forecast, runway calculator, and CFO package export

Convert financial results into executive decisions.

An executive reporting system for financial data foundation, KPI dashboards, variance analysis, CFO commentary, board packages, investor updates, lender reports, covenant reporting, and AI-assisted narratives.

Built for: CFOs, controllers, VP finance, FP&A leaders, board reporting teams, and PE portfolio companies.

• Single financial data foundation for current, prior, and budget
• KPI dashboard with prior-period comparison and benchmark flags
• Six-section CFO commentary, board package, investor update email, and lender covenant report outputs

Prepare your numbers the way the other side of the table will read them.

A transaction readiness system for EBITDA normalization, add-back tracking, working capital peg analysis, revenue quality, concentration scoring, diligence readiness, issues management, transaction narrative, and readiness scoring.

Built for: CFOs, founders, controllers, corporate development, fractional CFOs, and sell-side teams preparing for diligence.

• Three-year EBITDA normalization with add-back tracker by category and risk
• 13-month working capital peg analysis with sensitivity and seasonality flags
• Revenue quality scoring, diligence tracker, readiness score, transaction narrative, and timeline working back from target close

Build tax positions that are organized before anyone asks.

A corporate tax operations system for entity setup, multi-state nexus, book-to-tax adjustments, M-1 reconciliation, state apportionment, estimated payments, compliance calendar, R&D credit, Section 174, deal structure comparison, notices, tax positions, and ETR bridge.

Built for: Tax directors, corporate tax managers, controllers, CFOs, finance directors, and PE-backed finance teams.

• Entity setup, multi-state nexus, book income, book-to-tax adjustments, and full M-1 reconciliation workpaper
• State apportionment, estimated payments, compliance calendar, R&D credit with Section 174 impact, and asset vs stock comparison
• IRS notice tracker, tax position inventory, and ETR bridge

Make liquidity an answer, not a scramble.

A treasury operating system for multi-entity cash, currency consolidation, 13-week liquidity forecasting, FX exposure, P&L sensitivity, hedge ratios, hedging ladder, derivative valuation, hedge accounting JEs, board treasury reporting, and covenant compliance.

Built for: CFOs, treasurers, controllers, finance directors, global finance teams, and PE portfolio companies.

• Multi-entity cash position across currencies with USD consolidation
• 13-week consolidated liquidity forecast with threshold alerts
• FX exposure mapping, hedge ratios, tenor ladder, shock scenarios, derivative valuation, hedge accounting journal entries, board treasury report, and covenant table

Run the advisory practice with the discipline you sell to clients.

A practice operating system for fractional CFOs managing client portfolios, retainers, health scores, deliverables, meetings, per-client finance command centers, AI deliverables, capacity, practice P&L, revenue concentration, playbooks, service tiers, positioning, and pipeline.

Built for: Fractional CFOs, virtual CFO firms, finance consultants, advisory practices, and controllers expanding into advisory.

• Client portfolio dashboard with engagement type, retainer, and health score
• Per-client deliverable tracker, meeting log, financial command center, and AI deliverable generator
• Capacity tracker, practice P&L, revenue concentration, reusable playbooks, service menu, positioning, and pipeline tracker