Meet Reconciler and Closer.

You scanned our QR code... nice! Now you get a sneak peek of what's new from your favorite accountants-turned-app-makers (who are still accountants, too).

Learn MoreBook a Demo

The next step in close automation.

Reconciler keeps your books current. Closer runs the close. You review the results and log off earlier.

Reconciler
Early access
Books that stay current on their own.

Reconciler categorizes and matches your bank and credit card feeds automatically, so your team reviews exceptions instead of keying transactions.

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Matches and categorizes feeds continuously
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Surfaces only the real exceptions
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See your books and bank feed in one view
Explore Reconciler →
Works with QuickBooks Online and all exisiting FinOptimal tools.
Closer
Private beta
Review the close. Don’t redo it.

Closer runs your month-end close: tasks on schedule, automated checks, and AI agents for the repeatable work. It’s the system we built to close our own clients’ books.

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Close tasks and automated checks in one place
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AI agents that follow your firm’s steps
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Fix the financials right where you review them
Explore Closer →
Works with QuickBooks Online and all exisiting FinOptimal tools.

Want to see it in action?

Book a walkthrough with one of our CPAs!