Open Accounting

Connect Stripe and Mercury bank accounts via Open Accounting API.

Enable 'Predictive Burn' module.

Set up monthly automated PDF reports for investors.

Use NLQ to ask 'How long is our runway if we cut cloud costs by 20%?'.

Import CSVs from marketplaces and sync bank feeds.

Run the 'AI Matcher' agent to pair order IDs with bank credits.

Flag unmatched transactions for manual review in the dashboard.

Automatically post matched transactions to the general ledger.

Add Gnosis Safe wallet addresses to the tracking module.

Use Zero-Knowledge reporting for member-only visibility on sensitive items.

Generate a public-facing dashboard for real-time asset transparency.

Automate token price valuations at the time of each transaction.

Create child entities in Open Accounting with specific functional currencies.

Set up automated FX rate syncing via ECB or OpenExchangeRates.

Execute 'Consolidated Close' routine at month-end.

View parent-level reports in USD while maintaining child ledgers in local currencies.

Connect a personal bank account.

Train the AI agent on business-related vendor names.

Automatically tag expenses as 'Tax Deductible' based on IRS categories.

Export a 1040-ready summary for the tax year.