Your Claude, your key
AI Routing
The headline act: drop a receipt photo, a bank screenshot, or a CSV and every line routes to the right entity, category, and tax treatment. Uncertain lines wait in the Review bin; your corrections become rules.
← How it works3 of 5
The Six Instruments
However many books you keep, they belong on one screen.
Managers and directors with a department budget. Teachers and program leads tracking a grant or a classroom fund. Freelancers and sole proprietors. Shops, trades, and studios. Nonprofits, rentals, side businesses, family finances. Bookkeepers running other people’s sets. An entity here is any set of books you’re responsible for — one or twelve, the instruments are the same.
Quarterly
Tax Estimation
One set-aside number across all entities, at the blended rate you set, with real due-date countdowns and a payments log. No April surprises.
Per entity + total
Runway
Months of cash left, per entity and for the whole portfolio. The number that keeps anyone up at night, always visible.
Accountant views
Real Reports
P&L, the monthly spread, general ledger, due-to/due-from, draws, vendor spend — every view a CPA actually asks for, exportable.
The protocol
Multi-Entity Native
Inter-entity transfers classify as Loan, Distribution, or Contribution and never double-count. Built for entities from line one.
Investments
Portfolio & Net Worth
Robinhood, Schwab, and any brokerage as balance-tracked accounts. Snapshot from a screenshot. Net worth on the dashboard.
For the people who ask
Reporting up — to a boss, a board, a principal, a grant officer.
If somebody upstairs asks where the money went — a boss, a board, a principal, a grant officer, a bank, a CPA — this is the two-click answer. Every number comes out as a spreadsheet you can open in Excel, Numbers, or Google Sheets, or a printed statement you can hand across a table. No copy-paste, no “I’ll send it Monday.”
.CSV
The Accountant Pack
Two spreadsheets in one click: your full transaction ledger (dated, categorized, tax-treated, per entity) and a P&L summary — income, deductible, net, cash, portfolio value, burn, runway, and tax set-aside for every entity, side by side.
.CSV
The Tax Binder
Schedule-C-mapped category totals with the CPA question list, exported as spreadsheets your accountant can work from directly instead of emailing you for statements.
ON SCREEN + PRINT
Board-ready statements
Profit & loss by entity or consolidated, balances, and the register — filtered to any period, printed clean in daytime mode for the meeting or saved as a PDF from your browser.
ASK CLAUDE
The narrative version
Hand your Ledger to Claude and ask for the memo: “write the Q3 summary for my board,” “explain the variance to my director,” “draft the grant spend report.” The numbers are the same — the words are written for whoever’s reading.