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Every Help Center

AI Native All-In-One Finance and HR

Getting started

The Certificate of Incorporation as one page, with the verified mark at its foot.The Certificate of Incorporation as one page, with the verified mark at its foot.

Incorporation

C corporation formation

The bank application's done screen: a check over Bank application submitted.The bank application's done screen: a check over Bank application submitted.

Bank account

Business checking application

Three people from People with their photos, each with a name and a status: Onboarding incomplete, I-9 incomplete and Active.Three people from People with their photos, each with a name and a status: Onboarding incomplete, I-9 incomplete and Active.

Hiring

Payroll setup and hiring

Finance

Checking balance of $184,620.00, with a curve rising over time.Checking balance of $184,620.00, with a curve rising over time.

Banking

Checking and transfers

Bill for $2,180.00 with approvals at 1 of 2.Bill for $2,180.00 with approvals at 1 of 2.

Payments

Approvals and vendor payments

Treasury window listing three Treasury bills with their market values.Treasury window listing three Treasury bills with their market values.

Treasury

Cash and Treasury holdings

Accounting insights dashboard of widgets, with Cash on hand at $1,284,500.Accounting insights dashboard of widgets, with Cash on hand at $1,284,500.

Accounting

Insights and expenses

Every Visa Credit card ending in 4821, marked Physical, in front of a virtual debit card.Every Visa Credit card ending in 4821, marked Physical, in front of a virtual debit card.

Cards

Cards and spending limits

Bill with a vendor's mark and Amount due of $6,000.00.Bill with a vendor's mark and Amount due of $6,000.00.

Bills

Uploaded and emailed bills

People

Team card with three employees, in front of two more cards.Team card with three employees, in front of two more cards.

People

Employees and contractors

Pay run steps Adjust payroll, Review and Submit & schedule, with Review current and pay day on Fri, May 15.Pay run steps Adjust payroll, Review and Submit & schedule, with Review current and pay day on Fri, May 15.

Payroll

Pay runs, deductions and taxes

Hours worked card totalling 31:00, with a bar for each of four days and 07:30 on the latest.Hours worked card totalling 31:00, with a bar for each of four days and 07:30 on the latest.

Timesheets

Hours by payroll cycle

Two people's time off requests, Approved and Pending, in front of the Upcoming holidays card.Two people's time off requests, Approved and Pending, in front of the Upcoming holidays card.

Time Off

Requests, holidays and policies

Benefits plans step with Health, Dental and Vision tabs, and the Dental PPO plan selected among three plan cards.Benefits plans step with Health, Dental and Vision tabs, and the Dental PPO plan selected among three plan cards.

Benefits

Health, retirement and more

AI

Chat composer with a starter row and send control.Chat composer with a starter row and send control.

AI

Questions about your company

MCP connection panel with a short code block and copy control.MCP connection panel with a short code block and copy control.

MCP

Read-only access for AI clients

Tools

Profit and loss report with an Export button, a date range, account rows by month and a totals row.Profit and loss report with an Export button, a date range, account rows by month and a totals row.

Reports

Financial and payroll reports

Grid of six document folders, with the Banking system folder between Offer letters and Treasury.Grid of six document folders, with the Banking system folder between Offer letters and Treasury.

Documents

Statements and company records

Bookkeeping automations card from Settings, with Memos and Categorization switched on and a third automation off.Bookkeeping automations card from Settings, with Memos and Categorization switched on and a third automation off.

Settings

Company, roles and automations