Manage projects and work with AI in one accounting workspace.

A single workspace to organize your accounting projects and use an AI assistant for bookkeeping guidance, financial calculations, and project-based accounting support.

Project workspace — Q1 Close AI active
Revenue review completed 09:42
Payroll question resolved 11:08
Quarter-end checklist 3 items
Ask AI about tax treatment Draft

Active projects

12

4 closing this month

AI-generated lines

86

Reviewed this week

Built for accountants, bookkeepers, and finance teams of every size

Northwind
Acme Co
Sterling
Harbor
Vertex
Bloomfield
Atlas
Meridian

Organize everything by project

Create projects for each client, entity, or reporting period so accounting work stays focused, searchable, and easy to review.

Start your first project →

Projects

Q1 2026 Close Active
Acme Corp — Monthly In review
Year-end audit prep Needs input

AI accounting assistant

Task Explain Depreciation
Output Steps Ready

Project-aware bookkeeping guidance for your current workspace.

AI support for day-to-day accounting work

Use AI to reason through bookkeeping questions, validate assumptions, and keep work grounded in the selected project context.

An AI assistant that speaks accounting

Explain accounting topics

Ask about treatments, calculations, or reporting logic and get direct answers in plain language.

Chat or accounting mode

Switch between a general assistant and a specialized accounting agent that understands your project context.

Always in context

The AI sees your selected project, so suggestions are relevant to the workspace you are actively using.

Your books, organized and AI-powered.

Create an account for free and set up your first project in minutes.

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Projects and AI — the accounting workspace your team actually wants to use.

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