See the money behind the work
Cash position, cash cover, revenue, spend, and profitability in one connected view.
Cash, invoices, budgets, and the work behind them. A finance workspace designed to keep your books close to the business.

Actual product design · Finance · Pre-launch preview
Cash, invoices, budgets, and the work behind them. A finance workspace designed to keep your books close to the business. The workspace is being designed to share context with the rest of the company, not simply sit next to it.
Cash position, cash cover, revenue, spend, and profitability in one connected view.
Bring invoices, bills, expenses, accounts, budgets, and month-end work together.
Keep approvals visible. Bookkeeper can flag exceptions; your finance team owns sensitive decisions.
Projects → invoice draft → Mei’s review → payment matched to the work.
These are designed workflows, not a claim that live services are connected.
Product screens show illustrative Northwind records. Reporting needs verified sources and aligned periods. Provider outcomes and permissions must be enforced by the runtime.
Summarize permitted ledger context, investigate exceptions and prepare invoice or scenario work. Analysis does not move money; payments and approvals require the configured Finance authority.
Explore Clark & AI roles ↗Draft, summarize and link evidence from the records you can access.
Allowed actions can use configured tools. Permissions and suppression are checked at execution—not just in the interface.
Preserve revisions and receipts. Reconcile unknown outcomes before retrying; never display a fake success.
Different responsibilities. The same company context.
Join for early-access updates.
Help shape what comes next.