Every page in the product

Running the business

AtlasWhere the business actually operates, and what each place is contributing.

EntitiesThe legal structure, its ownership, and what each entity is actually responsible for.

Group overviewEvery business you run, side by side, without merging their books.

LiveThe business as it moves, without refreshing anything.Nerve centerEverything asking for a decision, in one queue, ranked by what it costs to ignore.

Payables triageIncoming bills sorted into what can pay itself and what needs a human.NotificationsWhat needs you, ranked, without the noise that makes people stop reading alerts.

PracticeWorking across client businesses without signing in and out of each one.

PulseEverything the business is doing right now, on one screen, without opening anything else.

Money in and out

BankingEvery account you hold, what has cleared, what has not, and where the money moved.

TransfersMoving money between your own accounts, once or on a schedule.

BillsWhat you owe, when it is due, and what leaves the account this week.

New billRecording a payable so it is approved, scheduled and paid on purpose rather than on memory.

VendorsWho you pay, how you pay them, and the verification that stops you paying somebody else.

CardsCompany cards, their limits, and the spending on them as it happens.

Issue a cardA card for one person or one purpose, with the limit set before it exists.

Card policiesThe rules every card follows, set once, enforced at authorisation.

ExpensesWhat people spent on the company's behalf, and what is owed back to them.

Expense policiesWhat is reimbursable, up to how much, and what evidence it needs.

Expense reportsClaims grouped for approval and reimbursement, with the totals and the exceptions surfaced.

InvoicingSend an invoice, watch it get paid, and know exactly what is outstanding and for how long.

New invoiceBilling a customer, with the terms and the detail that make it get paid.

Recurring invoicesRetainers and subscriptions billed on schedule without anybody remembering to.

Payment executionsEvery payment attempt, what happened to it, and what to do about the ones that failed.

TransactionsEvery movement across every connected account, categorised, searchable, and traceable to its source.

WalletBalances held inside the system, what is available, and what is committed against it.

The books

AccountingThe books, the statements they produce, and the close that makes them final.

Balance sheetWhat the business owns, what it owes, and what is left, at a point in time.

Cash flow statementWhere cash actually came from and went, split into operating, investing and financing.

Chart of accountsThe accounts your books are organised into, and the structure that makes reports readable.

General ledgerEvery journal entry, every account, and the trial balance underneath every statement.

Profit and lossRevenue, cost of sales, gross margin and operating expense for any period you choose.

StatementsThe three statements together, for the same period, from the same ledger.

People and pay

Agent fleetThe agents running in the background, what they did, and what they are waiting on.

PayrollPay people, produce the real forms, and see the tax before it is due rather than after.

ContractorsPeople you pay without withholding, and the classification that has to be right.

EmployeesEveryone you pay, their terms, their documents, and their history.

Add an employeeEverything a new person needs, collected before their first day.

Run payrollThe run itself, from hours to net to the money leaving.

Payroll taxesWhat was withheld, what you owe as employer, and when each deposit is due.

SchedulingWho works when, against demand, with the cost of the schedule visible before you publish it.

Tax

TaxEvery obligation this business has, what it will cost, and when it is due.

1099sContractors you paid, what they were paid, and the forms that go to them and the agency.Tax calendarEvery filing and payment ahead of you, by date, with the amount already worked out.

DeductionsWhat is deductible, what evidence it needs, and what you are currently missing.

FilingsThe returns themselves, with the figures placed on the actual forms.

Quarterly estimatesWhat to pay each quarter, calculated from actual year-to-date profit.Sales taxWhat you owe the state, proved against your own bank deposits before anybody asks you for it.State intelligenceWhere you have an obligation, where you are approaching one, and what it would cost.

Foresight

CalibrationHow accurate the forecasts have been, so you know how much to trust the next one.

Cash flowWhere money came from and where it went, as a shape rather than a table.

FlowsThe routes money takes through the business, and where each one is slow.

ForecastWhat the account balance does over the next ninety days, built from what is already committed.

HorizonWhat is coming, in one timeline, across money, people, tax and compliance.

Market intelligenceConditions outside the business that change what the numbers mean.

Financial modelsScenarios built on your actual books rather than on a blank spreadsheet.

Control and assurance

ApprovalsWho can authorise what, and the record of who actually did.

Audit and filingsThe evidence an auditor or a funder asks for, assembled rather than reconstructed.

ComplianceEvery obligation with a deadline, what evidence it needs, and whether you have it.

Control roomEvery control that is supposed to be running, and whether it is.

FreezeStop everything from moving, immediately, when something is wrong.

Purchase ordersCommitments recorded before the money is spent rather than after the invoice arrives.

Risk radarThe exposures that would hurt, sized, with the stress that produced each number.

Three way matchPurchase order, receipt and invoice compared before anything is paid.

TrustHow the system handles your data, and the evidence behind each claim.

Vendor identityProving a vendor is who they claim before money goes to them.

Vendor onboardingEverything collected once, before the first payment, so nothing is chased later.

WorkflowsThe repeating work of the business, running on its own, with the human steps waiting where they should.

Records

ReceiptsPhotograph it, and the fields are read and matched to the transaction it belongs to.

VaultThe documents that matter, held with the access record that goes with them.

WorkbooksSpreadsheets and statements read by meaning, reviewed, then committed to the books.

Capital

FundsCommitted capital, what has been called, and what remains to be drawn.

Portfolio companiesWhat you hold, what it cost, what it is worth, and how each one is actually doing.

Sigma

Ask SigmaThe agent reads your ledger, not the internet, and can act on what it finds.

Model qualityHow the agent is actually performing, measured rather than assumed.

Setup

ConnectionsBanks, accounting, payroll, commerce and spend, connected once and kept authorised.

OntologyWhat the system understands each of your things to be.

SettingsHow this business is configured, and who is allowed to do what inside it.

AccessWho can get in, at what level, and when they last did.

AuthorityWhat the agent is allowed to do, and where it must stop and ask.

BillingYour plan, what it covers, and what each additional business costs.

BusinessesEvery business under your account, and moving between them.

Company settingsThe business identity that appears on everything leaving the company.

ConciergeGetting a person involved when the system is not enough.

Integration settingsWhat each connection reads, how often, and when it was last healthy.

Notification settingsWhat reaches you, through which channel, per business.

ProfileYour own identity and credentials, which belong to you rather than to any business.

SecurityHow people prove who they are, and what happens when something looks wrong.

Trade settingsThe choices specific to your line of work, which shape the pages you get.

SetupGetting a business from empty to producing real statements.

Restaurants and hospitality

Delivery analyticsWhat third party orders actually earn after commission, and whether the channel pays.

Food costWhat your plates actually cost this week, against what you charged for them.

Labour and schedulingHours against covers, and the overtime you are about to incur rather than the overtime you paid.Menu engineeringEvery item by popularity and by contribution, and what to do with each one.

Recipe costingWhat each dish costs to make, kept current as supplier prices move.

Startups

Model spendWhat inference actually costs, by feature, against what it earns.

Board and governanceMeetings, consents and the record that has to exist when somebody looks for it.

CapitalEvery round, instrument and investor, and what the next raise does to ownership.

Cap tableWho owns what, on a fully diluted basis, including everything not yet converted.

CompanyThe facts about the company that everything else references.Investor relationsWho is on your register, what they were promised, and the reporting that keeps them informed.

LifecycleWhere the company is, what the next stage expects, and what is missing for it.

Runway and burnHow long you have, calculated from the ledger, without rebuilding a spreadsheet every Monday.

SaaS metricsThe measures investors and operators both read, calculated the same way each time.

Subscription businesses

Unit economicsWhat a customer costs to acquire, what they are worth, and how long until you are ahead.

Growth and ARR bridgeHow recurring revenue got from where it was to where it is, in four components.

RetentionGross and net revenue retention by cohort, with the churn separated from the contraction.

Healthcare

Claims processingClaims from submission to payment, with denials worked as a queue rather than discovered later.

HIPAA complianceSafeguards, agreements, access records and what happens when something is disclosed.

Revenue cycleFrom encounter to cash, with the days and the leakage at each stage.

Nonprofits

Government

BudgetAppropriations, what has been committed against them, and what remains.

Government grantsAwards received and awards made, each with conditions running in both directions.

ProcurementSolicitations, awards and the competition record that has to survive a protest.

Government treasuryCash across funds, investments within the permitted list, and the collateral behind deposits.

Defense

ContractsContract cost, funding, and the ceiling you cannot cross without a modification.

Cost accountingDirect and indirect costs under standards where the allocation method is itself regulated.

Education

EndowmentCorpus, appreciation, and the spending rate you can defend to a board.

Education grantsSponsored programs, effort reporting, and the cost sharing you promised.

Real estate

CommissionsSplits calculated per transaction, including caps, referral fees and the brokerage share.

Property portfolioEvery property, what it earns, what it costs, and what it is worth.

Wealth management

Wealth overviewThe practice at a glance: assets, households, revenue and what needs attention.

Advisory billingFees calculated per household from real balances, with every tier and proration shown.

Book of businessEvery household, what they hold, what they pay, and where the concentration sits.

Compliance calendarFilings, reviews and attestations with their deadlines and their evidence.

Household onboardingFrom first meeting to funded and invested, with the compliance record built as you go.

RebalancingWhich households have drifted from their policy, and the trades that would fix it.

Family office

Personal

PersonalThe individual side, kept genuinely separate from the business.

Solo sellers

Connect what you already use

Your bank, your card, your books, your payroll, your till. Nineteen connections, each set up once, each reading rather than changing. Nothing you run today has to move. Open a connection to see the exact screen, what arrives, and how to turn it on.

Connect what you already useYour bank, your card, your books, your payroll, your till. Nineteen connections, each set up once, each reading rather than changing. Nothing you run today has to move.

Connect your bank

Your bank accounts, read directly, so cash on the screen is cash in the bank.

Mercury

A direct line to Mercury, for the startups that bank there.

Ramp

Card spend as it happens, with the receipt and the person already attached.

Brex

Brex card spend and account balances, in with everything else.

QuickBooks Online

Two years of your books, so nothing has to be rebuilt from scratch.

Xero

The same two years of history, for the businesses that keep books in Xero.

Payroll

Your payroll system, whichever one it is, without changing it.

Shopify

Orders as customers place them, and payouts as they land.

Amazon (SP-API)

Amazon orders and settlements, with the fees pulled apart.

Square

Counter takings, card and cash, as the day runs.

Toast

Orders, payments, menu and labour from the floor.

Clover

Payments, refunds and shifts from Clover terminals.

Lightspeed

Sales and hours worked, from the Lightspeed terminal.

Stripe

What customers paid, what Stripe kept, and what actually reached the bank.

Wise

Balances and transfers across currencies, at the rate you actually got.

Slack

The things that need a person, in the channel where people already are.

Google Calendar

Filing dates and payment dates on the calendar you already keep.

Google Drive

Documents where your team already keeps them.

Microsoft 365

For the businesses that run on Microsoft rather than Google.