Financtly's agents capture, classify, reconcile, close, and prepare your taxes and filings. You approve what matters — and always see why. With professional sign-off when you need it.
Capture every transaction — photo, bank feed, email. Agents read it, the books build themselves.
Agents classify, reconcile, and close — continuously. You approve only what materiality or judgment requires.
A weekly health digest, plain-language reports, forecasts, and an AI CFO you can just ask.
Agents do the work; you approve what's material from a queue that takes ten minutes a week. Perfect for owner-operators who want to stay close to the numbers.
A CPA reviews exceptions, makes adjusting entries, and attests your monthly close and filing packages — institutional-grade trust, without hiring in-house.
A portfolio command center, AI-triaged cross-client work queue, wholesale billing, white-label deliverables, and Assured attestation earnings — the channel is a beneficiary, not a casualty.
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