Live financial answers
Ask for account balances, P&L, balance sheet reports, AR/AP aging and cash movements.
01/THE PLATFORM
Platform
Everything your business runs on.
In one system.
Finance, operations, customer relationships and AI over live company data. Explore the capabilities that make up ERP Autopilot.
02/AI
Ask your data.
Get the exact figures.
An AI assistant for finance questions over live company data, with source documents close at hand. Put AI to work on bills, contracts and daily insights, too.
Finance assistantIllustrative
Which vendor bills are due this week?
In this sample, three vendor bills are due this week:
- Sample vendor A$2,400.00
- Sample vendor B$875.00
- Sample vendor C$1,250.00
Total due$4,525.00
Sample data shown to illustrate the experience.
Contract intelligenceIllustrative
A date needs evidence.
Not a best guess.
Sample contract excerpt
“This agreement renews automatically on January 1, 2027.”
Renewal date
January 1, 2027
Every extracted date requires a verbatim quote from the contract. Without one, the date is left blank.
Find the underlying records
Pull invoices, bills, customers, vendors, bank transactions and cap table data. Search transactions directly.
Read-only data queries
Run safe, read-only ad-hoc queries over company data for questions that need a closer look.
Source documents, securely linked
Find receipts and contracts with secure links to the source documents.
AI bill capture
Upload a vendor bill. AI extracts the vendor and line items into a draft bill.
Contract intelligence
Extract parties, dates, auto-renewal, notice periods, annual value, termination terms, liability caps and obligations.
Contract follow-through
Work with obligations checklists, renewal decisions, renewal briefs and duplicate detection.
A daily perspective
Receive daily AI insights with recommendations, plus competitor moves and industry news briefings.
03/FINANCE & ACCOUNTING
The books, the detail.
The bigger picture.
Manage the ledger, recurring work and financial reporting in one system. Move from a journal entry to the reports that explain your business.
General ledger
Manage your chart of accounts, journal entries and accounting periods with open and close controls.
Recurring entries and invoices
Generate recurring journal entries and recurring invoices automatically every day.
Budgets and variance
Build budgets and compare budget versus actual results.
Multi-currency accounting
Manage exchange rates and FX revaluation for unrealized gains and losses.
Expenses
Manage expenses with approval workflows by role.
Fixed assets
Track fixed assets with straight-line and declining-balance depreciation.
Scheduled reporting
Save reports and have them emailed on a schedule.
CSV exports
Export reports to CSV for further analysis.
Reports
CSV export · Saved reports emailed on a schedule
- P&L
- Balance sheet
- Cash flow
- Cash flow forecast
- Trial balance
- General ledger
- AR aging
- AP aging
- Customer statements
- 1099
- Sales tax
- Gross margin
- Sales by item
- Revenue by customer
- Commissions
- Inventory valuation
- Stock movement
- Lot traceability
- Reorder
- Open POs
- Open SOs
- 3-way match
- Check register
04/BANKING & PAYMENTS
Money coming in.
Payments going out.
Connect receivables, payables and bank activity. Keep invoices, payment runs and reconciliation within the same financial workflow.
Money in
- Invoices with PDF generation and email delivery
- Online card payments through Stripe pay links
- Credit memos and collections
- Automated dunning reminder emails sent daily
Money out
- Bills, vendor credits and payment runs
- ACH NACHA file generation
- Check printing and Positive Pay files
- Commission payouts and contractor pay runs
Plaid bank feeds
Connect bank activity
Reconciliation
Reconcile with matching
Bank rules
Manage rules for banking
Encrypted vendor bank details
AES-256-GCM with key rotation
05/INVENTORY & OPERATIONS
From stock on hand.
To work delivered.
Manage the items, orders and everyday workflows behind your business, from receiving and fulfillment to service work and project billing.
Items and inventory
Maintain item records, inventory and units of measure.
Warehouses and transfers
Manage stock across multiple warehouses and transfer inventory between them.
Lot and serial tracking
Track inventory by lot and serial number, with lot traceability reporting.
Barcode labels
Create barcode labels for items and bins.
Price levels and kits
Set customer price levels with quantity breaks and manage kits.
Quotes through fulfillment
Turn quotes into sales orders. Handle partial shipments, pick lists, pick-pack-ship and shipping documents.
Returns
Manage return merchandise authorizations with RMAs.
Requisitions through receiving
Approve purchase requisitions, convert them to POs and receive goods. Match PO, receipt and bill to flag over-billing.
Point of sale
Run POS registers with cash sessions, voids and receipts.
Field service
Manage service work orders with equipment, technicians, parts and labor, then convert them to invoices.
Routings and work centers
Maintain routings and work centers alongside your operations.
Projects and time
Track project time and bill unbilled time to invoices.
06/EDI
Trading documents.
Connected to the work.
Built-in EDI X12 connects trading partner documents to your sales workflow. Inbound purchase orders become sales orders.
Document flow
Trading partner
850 PO in
Sales order
855 / 856 / 810 out
997
X12 document types shown for orientation, not a required processing sequence.
Inbound orders
Receive X12 850 purchase orders and turn them into sales orders.
Outbound documents
Send 855 acknowledgments, 856 ship notices, 810 invoices and 997 documents.
Trading partners
Manage trading partners alongside your EDI workflows.
07/CRM & AUTOMATION
Know the relationship.
Define the next step.
Keep companies, contacts and deals together. Use rules and workflow automation to turn changes in your pipeline into action.
Companies and contacts
Manage companies and contacts with duplicate detection and custom fields.
Deals and forecasting
Work your pipeline in kanban or list view, with sales forecasts.
Activities and calendar
Manage activities, calendar entries and email templates.
Scoring and routing
Define lead scoring and routing rules. Manage territories, salespeople and bulk assignment.
Hosted lead capture
Publish hosted lead capture forms that create CRM contacts.
From deal to customer
Convert deals to customers and invoices.
Rule-based automation
Trigger on record creation or updates, stage, score or assignment changes. Apply conditions and actions.
Actions with an execution log
Send email, assign an owner or territory, tag records or create activities. Review the execution log.
Illustrative automation recipe
A change in stage.
A defined response.
Combine a trigger, conditions and actions. Review what ran in the workflow execution log.
- WHEN
Stage changed
A deal moves to a different stage.
- IF
Condition
The configured condition is met.
- THEN
Send email · Assign owner
Run the configured actions.
08/CUSTOMER PORTAL
A place for customers.
A clearer path forward.
Give customers a secure portal for invoices, payments, quotes and support, with multi-factor authentication at login.
- Sign in securely with multi-factor authentication
- View and download invoices and statements
- Pay online
- Accept or decline quotes
- View orders and documents
- Open support tickets
Customer portal
IllustrativeYour account
Invoices
InvoiceAmount due
INV-SAMPLE-001
Sample invoice
$1,250.00Pay
Secure login with MFA
Sample data shown to illustrate the experience. This preview is not interactive.
09/EQUITY & CAP TABLE
Ownership, organized.
Connected to the ledger.
Manage your cap table, equity records and supporting documents. Record share issuances with their journal entries.
Cap table
Maintain your company’s capitalization table.
Share classes
Organize equity across share classes.
Issuances and journal entries
Record share issuances with journal entries.
Options and plans
Manage equity options and plans.
Vesting schedules
Maintain vesting schedules for equity awards.
SAFEs
Manage SAFE records alongside your other equity records.
Valuations
Maintain valuation records in your equity workspace.
Scenario modeling
Explore equity scenarios with scenario modeling.
Document vault
Keep equity documents in a dedicated document vault.
10/SECURITY & CONTROL
Your data, isolated.
Your controls, defined.
Each customer runs on its own isolated database. Define access, approvals and accounting controls around the way your team works.
A database for each customer
Dedicated per-tenant data in an isolated database for every customer.
Role-by-module permissions
Control access with a role-by-module permission matrix, groups and territories.
Read-only role
Provide read-only access through a dedicated role.
Approval workflows
Set approvals by role for invoices, bills, journal entries and expenses.
Full audit log
Review changes with recorded change reasons.
Field-level encryption
Protect fields with encryption. Vendor bank details use AES-256-GCM encryption with key rotation.
Card-number entry blocking
Block card-number entry in the platform.
Customer portal MFA
Secure customer portal login with multi-factor authentication.
Accounting period controls
Open and close accounting periods.
Multi-company
Work with multiple companies in the platform.
Command palette
Navigate the platform with a command palette.
Everyday workspace tools
Use column filters and sorting on tables, plus email delivery.
11/TAKE THE NEXT STEP
Your next chapter
See it with
your own data.
We migrate companies from any ERP or accounting system. Work with our team in a dedicated migration workspace, with source-to-target field mapping, opening trial balance import and tracked migration projects.
Coming from QuickBooks Online? Our direct connector imports your chart of accounts, customers, vendors and items.