A team of finance agents learns your company from the records you authorize — years of email, contracts, invoices and bills, the ledger, reports, prior audits — then closes the month beside your team. You compare the two closes, decide what the agents may do next, and keep the final sign-off.
Controlled sandbox: a fictional company, 12 planted test issues, live reads of QuickBooks, Gmail, Drive and Teams.
What the agent will not do →The finance team that runs beside yours
Shown live in the sandbox: QuickBooks Online, Gmail, Google Drive and Microsoft Teams.
Set up at onboarding through official APIs or scheduled exports: accounting, email, chat, bank, payroll, payments and document systems.
Bank feeds, statements and card accounts from any US bank
Bill.com, Ramp, Brex, Expensify
Gusto, ADP, Paychex, Rippling
Stripe, Square, PayPal
Google Drive, SharePoint, OneDrive, Dropbox
Gmail, Outlook, Microsoft Teams, Slack
Harborview is a fictional 14-person consulting firm with a good bookkeeper and a quarterly CPA review. Its books looked healthy. In one pass, the agents found this.
Controlled test: 12 of 12 planted issues found in one seven-minute pass. See the method, the answer key and the evidence.
Harborview is fictional. We planted 12 known issues across QuickBooks, email, contracts and bank records, then measured whether the agent found them and showed its arithmetic. The same planted-error test runs on your books before anything goes live.
The controlled-test source report totals $152,571 after the 12 proposed corrections. The live office shows the September P&L separately, as of Sep 30.
See the product on a controlled finance sandbox. The company and test issues are fictional; the office reads connected QuickBooks, Gmail, Drive and Teams sandbox sources and shows evidence before any action.
nexus-staffing-billing.example · vendor on file nexus-staffing.exampleRead-only for visitors: approve a decision and it is replayed on your screen only. Nothing posts or sends until the owner approves.
The work of a finance team, done every day instead of once a month.
Books reconciled to the bank daily, so the profit and cash you see are real.
Vendor bills entered, customers billed and routine entries prepared for you, with every transaction audited as it's recorded.
Ask "can we afford to hire?" and get an answer from your own numbers.
Daily bill, invoice, coding and reconciliation work with its source record attached. Prepared for approval.
A close checklist with accruals, prepaids, fixed assets, cut-off and bank reconciliations, each with evidence. Prepared for approval.
A close pack, KPI dashboard, lender package and 13-week cash forecast, with every figure linked to source. Prepared for approval.
An exception queue for duplicates, vendor overbilling, owner charges, cut-off, covenant risk and payment fraud. Prepared for approval.
Groups with more than one entity, accounting system or currency get one consolidated set of numbers, with intercompany eliminated.
It connects, checks, explains and acts only within the authority you grant.
Read-only links to your accounting system, bank, files and inboxes. Nothing to install.
Every transaction compared with the bank, your contracts and what your team agreed by email, then coded and filed.
Financial statements, analysis and what the numbers mean, plus every problem with its dollar impact, proof and fix.
Every client starts in Observe: read-only findings and prepared work. You can later allow specific routine entries to post under a dollar limit you set. Exceptions, payments, bank-detail changes, tax and close sign-off always wait for a named person.
Ask in plain English, in chat or by email, and it does the work: enters the bill, posts the accruals, runs the forecast, answers the question, and shows the sources behind every answer.
Prepared September-hours bill NS-2295 for $11,400 (120 hours); it is due Nov 2.
A separate Nexus bill, NS-2294, is $11,780 due Friday and is held while the bank-change flag is open. Nexus also owes you $14,820 from a duplicate May payment.
Only if they're billable. Cash is fine, but two unbilled hires would push your loan covenant below the bank's 1.25x minimum.
Raw exports and files are saved unchanged with a digital fingerprint before anything is analyzed. Every number links back to the ledger lines, documents and messages behind it.
Contracts are read for prices, schedules, acceptance clauses and covenants. Email and chat are read for decisions people made but never recorded.
Reconciliations, schedules and forecasts are calculated by code, not estimated by the AI. Specialist agents test cut-off, capitalization, duplicates and overbilling.
Every entry is balanced and documented, with a plain-English summary. Entries within your rules post automatically; the rest wait for approval.
The agent runs every day within the limits you set and records every proposed or delegated action. Everything it does is open to your team’s review, and our support is there whenever you need it.
The agents can't change your books, move money or message anyone until you allow it.
Your controller, accountants or auditors can review any entry, reconciliation or report, with the evidence behind it, at any time.
We monitor the agent, update it and fix issues; your team can review its work and its evidence at any time.
Each figure links to the ledger lines, documents and messages behind it.
Instructions hidden in an email or file are reported to you, never followed.
Kept separate for each client, encrypted, and never used to train shared AI models.
Every step the agents take and every approval is recorded and can be reviewed.
Observe. Reads everything, answers questions and flags issues. Writes nothing.
Prepare. Drafts entries, reconciliations, reports and messages into your approval queue.
Act under a limit. Posts routine entries below a dollar threshold you set, and logs them for review.
Run with exceptions. Runs the function end to end; you review exceptions and a random sample.
Audits, reviews and signed tax returns require a licensed CPA. Ledger Summit prepares audit-ready support and tax workpapers; licensed CPA partners perform attest work and sign returns.
Controls are deliberate boundaries, not marketing fine print.
Every posted entry carries the approval allowed by your authority matrix.
It proposes a correction with evidence; a person approves the accounting judgment.
Missing acceptance evidence is an exception, not an instruction to book revenue.
Closed-period changes are proposed for the named close owner.
It uses approved feeds or statement imports; credentials remain with the bank.
Your data stays separate and is never used to train shared models.
Start with proof, then compare side by side. 1. Open the live office. 2. Run a read-only review. 3. Move to a parallel run as the recommended second phase. Nothing changes until you decide.
Two weeks; findings report with evidence.
We connect read-only to 12 months of history and send a findings report: what is wrong, what it costs and what to fix. Needs: 12 months of history, read-only access, and about two hours of your team's time. Nothing in your books changes.
Recommended second phase: one month, side by side.
The agents process the same month beside your current team. You compare close speed, reconciliation differences and material items your team missed. If the agent does not surface at least as many material items with equal or better accuracy, you owe nothing.
A call about your business, then read-only connections to your accounting system, bank, documents and mailboxes.
The agents review 12 months of history: what's wrong, what it costs, what to fix.
The agent-run books process the same month as your team. You see both closes, both reports and every difference.
Daily bookkeeping and checks, a monthly close and reports; exceptions come to you.
Bank, bills, invoices and receipts posted and matched; every transaction checked against contracts, policies and history. Anything unusual goes to your queue the same day.
Reconciliations, accruals, prepaids, depreciation and the loan split done; a draft P&L and balance sheet in your inbox the morning after month-end.
Books current every day; statements as of any date; the month locks when you sign. Statements, variance, open items and findings retain their proof.
Cash forecast refreshed from open invoices, bills, payroll and your calendar of large payments, with what changed since last week.
Where the month landed against budget and forecast, in plain language, with the questions you should be asking.
A vendor's bank details change, a bill exceeds its contract, revenue is booked before acceptance, cash runs short of payroll: you hear about it that day, with the evidence and a proposed action.
A controller agent coordinates ten specialists. Each does one job the way an experienced person in that seat would.
One monthly fee covers the office, support and updates. No platform setup fee for Essentials and Office; Group implementation is scoped separately. No hourly billing. The quote is agreed before you start; month to month after that.
from $499 / month
One company, one accounting system, one bank, one mailbox. The business with one accountant.
from $2,000 / month
Priced below a fractional controller while covering daily bookkeeping and the close.
Flat monthly fee. No per-transaction charges.
typically from $4,000 / month
Several entities or systems, consolidation, intercompany, multi-currency, or anything that needs a custom build.
Setup for your chart of accounts, policies and approval rules. Our team reviews the findings before you see them. Monitoring, updates and new capabilities as they ship. Support by email and a monthly call. Your books stay in your ledger; cancel with 30 days' notice and keep everything.
Outsourced bookkeeping runs $300 to $800 a month, a fractional controller or CFO $1,600 to $5,250 a month, and setup fees of $2,000 to $6,000 are common. A full-time controller costs $8,000 a month or more. Office is priced below a fractional controller while covering daily bookkeeping and the close.
The agent doesn't run unsupervised. It earns each level of autonomy on your books, our team watches it, and audits and signed tax returns still need a licensed CPA. A parallel run is free if ours isn't better, so you only ever pay after you've seen it work on your own numbers.
Founding clients: our first five companies keep their Essentials or Office rate for 24 months in return for an anonymized case study and a reference call.
The agent runs every day within the limits you set and records every proposed or delegated action. Everything it does is open to your team's review, and our support is there whenever you need it.
Set up for your chart of accounts, entities, systems, policies and approval rules.
Questions, new reports or a change in how you work: we handle it.
Monitored, updated and extended as your business and your systems change.
We also build AI agents that work inside your own team: connected to your systems, following your approval rules, and tested on your own history before they go live.
It is a finance operations office that reads the systems you approve, prepares bookkeeping, close, reporting, cash forecasting and controls work, and links every exception to its evidence. It starts read-only and acts only within the authority you grant.
Yes. In a parallel run we set up a fully working agent-run version of your books alongside your current system and team, on the same transactions. You compare close speed, accuracy and issues caught, live, before deciding anything.
It can take over agreed routine workflows after a read-only review and a parallel run. Your controller or owner still owns exceptions, policy and the authority it works under. Some clients keep a bookkeeper to set rules and handle exceptions; a parallel run lets you compare before deciding.
Not at first. It starts read-only, then prepares entries for your approval. You decide if and when routine entries under a dollar limit can post automatically.
QuickBooks Online, Xero, NetSuite and Sage Intacct, plus bank feeds, Google Drive, SharePoint, Gmail, Outlook, Microsoft Teams and Slack.
No. Those require a licensed CPA. Your CPA gets a reconciled close pack and return-ready workpapers at year-end; nothing changes in how you file. Licensed CPA partners do attest work and sign returns if you need them.
Connections use each system's official sign-in with read-only access by default; we never hold your passwords. Each client's data is kept separate and encrypted, it is never used to train shared AI models, and every action is logged. Read the current security and controls summary.
No. Your books stay in your own accounting system — QuickBooks, Xero, NetSuite or Sage Intacct — where they are today. We connect to them; we never replace them. You can export everything at any time, and there is no fee to leave. Two bookkeeping companies that kept clients' books in their own systems shut down in 2024 and 2026 and left owners locked out; that cannot happen here, because your ledger was never ours.
Every number it produces links to its evidence, so a mistake is visible, not buried. Findings are marked proven, likely or needs confirmation. Anything it posts on its own is logged and sampled; a wrong entry is reversed with a dated correcting entry, never edited away, and the rule that let it through is tightened. Our team reviews every findings report before it reaches you.
Yes. Our AI agent implementation service designs, builds and rolls out finance agents inside your systems, with your approval rules, and supports them after launch.
We connect read-only to 12 months of your history and send you a findings report like Harborview's: money owed back, numbers to fix, risks to act on now.