Financial Controls
Your finance team’s favorite feature.
Stop chasing email threads for invoices. Every transaction is linked to a contract, an invoice, and a proof of payment in a searchable, exportable ledger.
Transparent, transaction-based pricing
Payout Progress
ID: #PAY-8821Initiated10:00 AM
Compliance Check10:01 AM
ProcessingIn Progress
Sent to BankPending
Send Payment
Available: $12,450
Compliance Approved
The "Golden Thread" of data.
We maintain a permanent link between the contract, the invoice, the tax form, and the payment confirmation. Click any transaction to see the full document trail.
- Search by payee or date
- Filter by project code
- One-click PDF downloads
Verified & Secure
Enterprise-grade protection active
Integration & Export
NetSuite
Direct sync for enterprise ERPs.
QuickBooks
Automated journal entries.
Xero
Seamless reconciliation.
Custom API
Pull raw data into your own warehouse.
Month-End Close
1
Review
Review consolidated monthly statement.
2
Sync
Data syncs to your accounting software.
3
Reconcile
Match one withdrawal to many expenses.
4
Close
Close the books days faster.
Frequently Asked Questions
Can I export data to my ERP?+
Yes. We offer one-click CSV exports formatted for NetSuite, QuickBooks, Xero, and Sage.
How long do you keep records?+
We maintain secure, redundant backups of all financial records and tax documents for a minimum of 7 years to meet regulatory requirements.
Is the data secure?+
We use SOC 2 Type II compliant infrastructure with AES-256 encryption at rest and TLS 1.3 in transit.