Platform Capabilities

Move from monthly close to always-on consolidation. Every entity and ERP normalized into one financial language, with full history.

P&L, balance sheet, cash flow, and metric reports assembled from certified data in seconds. Filter any of them down to an entity, segment, or project.

Connect Claude, ChatGPT, or Gemini to your ledger. Ask a question, query the answer, and drill any statement line down to the transactions behind it.

Define revenue, margin, and your own KPIs once in a governed, versioned catalog. Agents call metrics by name, and metrics save into reports the whole organization can rerun.

Cryptic ERP codes translated into clear business language, so agents and humans read the same books the same way.

Decentralize the ledger on your terms. Each agent gets its own scoped, governed view of the GL, down to entity, segment, and account, and you grant, adjust, and revoke every credential from one place.

Nothing reaches an agent until it passes blocking integrity checks and authorized approval. Certification evidence is bound to the exact run.

Apply dimension scope, account confidentiality, identity privacy, and memo controls before governed delivery.

Give every agent a budget. Rate limits and metered query budgets keep loops from running loose, while an append-only audit trail ties every query to a named human and what it cost.

Source charts of accounts mapped into governed financial-report classifications, with versioned definitions and review evidence.

Deploy our CLI and versioned REST API directly into CI/CD pipelines for agent orchestration governed by existing rules.

Customer, vendor, and employee names are masked by default, replaced with stable tokens that keep joins and analytics intact. Teams that want full visibility can turn it off.

Every answer is deterministic SQL over a true double-entry general ledger, zero-sum tested on every run. And every answer carries its evidence: the certified run, the catalog version, the resolved parameters, the query fingerprint.

A versioned, low-latency API and CLI built for agentic loops: bounded responses, deterministic pagination, stable contracts. Agents retrieve and validate financial facts without bottlenecks.

Three delivery surfaces, one governed query engine, identical behavior by construction. Connect any AI host via MCP, integrate via versioned REST, automate via the pl CLI, all over the same certified data.