A finance management app designed to simplify business money reconciliation. It connects all your financial resources—bank accounts, databases, accounting software, and more—into one centralized platform. The app allows you to create automated workflows, such as routing incoming funds from a specific bank account directly into the appropriate database, ensuring accurate and timely financial tracking. It streamlines complex processes, giving users full visibility and control over their business finances while saving time and reducing errors.
The Problem
Many businesses struggle with keeping their financial records accurate and up to date. With thousands and sometimes even millions of transactions occurring each month, money flows are scattered across multiple bank accounts, databases, and accounting systems, creating a highly complex environment that is difficult to manage. This complexity makes manual reconciliation error-prone, often resulting in financial discrepancies, delayed reporting, and missed insights that can negatively impact critical business decisions and overall efficiency.
Ashey is a 39-year-old accountant at GreenLeaf Logistics, a mid-sized company managing supply chain and transportation operations. Each month, she handles thousands of transactions across multiple bank accounts, databases, and systems. On average, 18% of these transactions require her manual intervention due to errors or inconsistencies, and she spends roughly 35 hours a month reconciling them. The biggest pain in her job is this reconciliation process, which is time-consuming, complex, and prone to mistakes.
The User
Dashboard: Visibility and Action
The dashboard transforms complex financial data into a clear, intuitive overview, giving users the insights they need to make informed decisions quickly. By consolidating key information in one place, it highlights potential risks, tracks financial trends over time, and ensures complete visibility into all accounts and workflows. This empowers users to manage their finances efficiently, reduce errors, and maintain full control over their business operations.
Financial Sources: Simple Setup
The sources area makes it very easy for users to connect and manage all their financial resources in one place. With a simple, intuitive flow, adding new sources—whether bank accounts, accounting software, databases, or files—is quick and straightforward. Users have easy access to manage their connected sources, ensuring their financial ecosystem stays organized, up to date, and fully under control.
Workflows
Hub: Clarity and Control
Hub: Clarity and Control
With a design focused on delivering a very simple view for something that is inherently complex, the workflows area provides an intuitive way to automate financial processes. Users can create new workflows through a straightforward, guided flow, ensuring setup is quick and error-free. Each workflow can be easily accessed, reviewed, edited, or deactivated, giving users full control over how their financial data is processed. This functionality helps businesses maintain accuracy, consistency, and efficiency across all operations.
Reconciliation Overview: Confidence
The reconciliation overview gives users confidence and clarity by providing a complete picture of all reconciled transactions. It highlights how money has been processed and tracked, showing the results of automated workflows and payment methods in a clear and understandable way. By making complex reconciliation data easy to interpret, it helps users verify accuracy, identify potential issues quickly, and maintain full control over their financial operations.
