Numeric
Essentials
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What's included
Project management for month-end, quarter-end, and year-end tasks
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Included
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What's included
Segregation of duties with preparers and reviewers
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Included
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What's included
Holiday calendar upload
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Included
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What's included
Review notes and custom categories for tasks
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Included
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What's included
Slack integration and daily digest
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Included
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What's included
Email request automations
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Included
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What's included
Technical AI Assistant
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Included
Growth
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Everything in Essentials, plus
Live ERP and file storage integration
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Included
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Everything in Essentials, plus
Auto-reconciliation & notification when an account no longer reconciles
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Included
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Everything in Essentials, plus
AI-parsing of bank statements for reconciliation
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Included
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Everything in Essentials, plus
Flux analysis
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Included
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Everything in Essentials, plus
CPA led onboarding and ongoing training for the team
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Included
Enterprise
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Everything in Essentials & Growth, plus
Ongoing transaction monitoring
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Included
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Everything in Essentials & Growth, plus
Custom reporting
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Included
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Everything in Essentials & Growth, plus
Unlimited flexible flux reporting (Ex. legal expenses QoQ, revenue account flux)
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Included
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Everything in Essentials & Growth, plus
SAML (Okta, Duo, OneLogin, etc.)
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Included
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Everything in Essentials & Growth, plus
Live bank feed integrations
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Included
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Everything in Essentials & Growth, plus
Cash Management product (matching and JE automation)
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Included