Multi-business bookkeeping automation for operators running 1–4 companies. Documents in, categorized transactions and monthly close reports out. Built premium for the operators who already do too much.
// Multi-business
Switch between LLCs, S-Corps, and side projects without spinning up another app.
// Document inbox
Receipts, statements, invoices, payroll, tax docs — all in one tagged-by-month place.
// Smart categorization
Rules-based today, Claude-powered when you flip the switch. Stripe → Sales Income. Shell → Auto.
// Monthly close checklist
Eight steps. Visible across every business. Spot the broken process before tax season.
// Owner-grade reports
Revenue, expenses, net profit. Month-over-month. Missing receipts surfaced front-and-center.
// Plaid + QuickBooks + Stripe
Connections come Phase 3. Schema and surface are built today.