Platform
Statements you can hand to anyone in the room
Formal financials for your accountant and lender, the same numbers explained in ordinary words for everyone else, and a close process that ends with a defensible set of books.
- Accrual and cash views
- Comparatives and variance
- Close checklist with owners
Close Center/ November 2026Close cannot be marked final while a blocking item remains open.
- Standard close steps
- 11
- Statement formats
- 3
- Period comparatives
- 13
- Reopen with a reason
- 1 click
Add your own; remove what you never do.
Formal, plain-language, and lender-ready.
Rolling trend on every statement.
Reopening is logged, not silent.
Financial statements
The formal set, without the decoding
Profit and loss, balance sheet, and cash flow presented properly — and beside each one, a short written read of what changed and why, generated from the actual movement in your accounts.
In practice
- Comparative periods and budget variance built in
- Drill from any line straight to the entries behind it
- Consolidated and per-entity views
- Export to PDF and spreadsheet with the same figures
Management reporting
Reports that answer a decision
Margin by service line, cash runway, customer concentration, and spend trend — framed as questions an owner actually asks rather than as report names from a tax return.
In practice
- Question-led report catalog, not an alphabetical list
- Saved views per role, shared with your team
- Scheduled delivery to the people who need it
- Every figure traceable to the ledger
The close
A close that ends on a date
Assign steps, see what is blocking, and lock the period when it is genuinely done. Late adjustments are handled as visible reopenings with a reason attached, not quiet edits.
In practice
- Owners and due dates per step
- Blocking items surfaced, not buried in a note
- Period lock with role-based override
- Prior-period change log for your accountant
Two ways to read the same close
Nothing is dumbed down and nothing is withheld. The presentation changes; the numbers do not.
Guided
For owners and operators who want the meaning first.
- Plain-language summary
- What changed and why
- What needs a decision
- Next best action
Every guided figure links through to the formal statement it came from.
Professional
For controllers, CFOs, and CPAs who want the detail first.
- Formal statement layout
- Working trial balance
- Adjusting entry register
- Tie-out and variance
Switch modes at any time from the display menu; the setting is per person.
Close a month in the preview
Open the Close Center with demonstration books and see how a period is finished and locked.