Features
Everything you need, in one platform.
A true ledger at the center, with documents, communication, AI, reporting, and enterprise-grade security around it — all connected.
Accounting
A true ledger at the center.
Double-entry books as the system of record — not a sync copy. Real-time bank feeds, AI categorization, and reconciliation that keeps every number trustworthy.
- Double-entry general ledger
- Real-time bank & card feeds
- AI categorization + learned rules
- Reconciliation & month-end close
Documents
Every document, connected to the work.
Requests, uploads, e-signatures, and files — read by AI, filed automatically, and attached to the client, transaction, or workflow they belong to.
- Client document requests
- AI reading & auto-filing
- Built-in e-signature
- Files tied to the work
Communication
Conversations that stay in context.
Email, notes, approvals, and client messages that live next to the right client and task — so the whole team has the full picture. Your clients log into a white-label portal that carries your brand, not ours.
- Connected email client
- Comments & @mentions
- White-label client portal — your logo & colors
- Included on every plan
AI
AI-assisted. Human verified.
Woven drafts, classifies, flags, and suggests — then asks for approval. It shows what it found, why, and its confidence, and never posts sensitive work on its own.
- Reads documents, proposes entries
- Flags anomalies & duplicates
- Drafts replies in your voice
- Per-client kill switch
Reporting
From bookkeeping to board reports.
P&L, balance sheet, cash flow, KPIs, and board-ready reporting — generated straight from live, reconciled books, with cash flow forecasting on the way.
- Financial statements
- Custom & firm reporting
- Cash flow forecasting
- Advisory insights
Security & trust
Built for trust, on every plan.
Bank-grade security isn't an upsell. Encryption, SSO, MFA, permissions, and a tamper-evident audit trail come with every plan.
- Encryption at rest
- SAML SSO & MFA
- Role-based permissions
- Tamper-evident audit trail
See it all working together.
From bookkeeping to board reports — AI-assisted, human verified.