woven

The Platform

One platform for all your financial work.

Woven connects accounting, documents, communication, workflows, AI, and reporting around a single financial source of truth — so nothing falls through the gaps between tools.

The problem

Financial work is scattered across too many tools.

Accounting in one place, documents in another, email somewhere else, e-signature and reporting in yet more tools. Data gets re-keyed, context gets lost, and no one is sure which number is right. Woven brings it all together around the financial record.

Everything financial, connected.

Nine parts of the financial lifecycle, working as one system.

Accounting

A true double-entry ledger as the system of record — the core everything connects to.

Banking

Real-time bank & card feeds with AI categorization; reconcile without the busywork.

Documents

Requests, uploads, e-signatures, and files — read by AI and tied to the work.

Communication

Email, notes, and client conversations attached to the right client and task.

Workflows

Tasks, templates, approvals, and month-end close — repeatable across the firm.

AI Intelligence

Drafts, classifies, flags, and suggests — while a human verifies every decision.

Reporting

From P&L to board reports and KPIs, straight from live, reconciled books.

Advisory

Cash flow forecasting and insights that turn clean books into better decisions.

Trust

Encryption, audit trails, permissions, and human verification, built in from day one.

AI-assisted. Human verified.

Woven's AI reads documents, proposes entries, flags anomalies, and drafts replies — but it never posts sensitive work or sends a message without a person's approval. You keep the professional responsibility; the AI removes the busywork.

Explore the features
Woven AI

I found 3 transactions that may belong to Office Supplies. Confidence 92%.

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See the whole platform in action.

Clarity in your books. Confidence in your firm.

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