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Finance & Compliance
Your books, contracts, and compliance, kept current.
Finance & Compliance is the agent that watches the money and the paper. It reconciles daily, flags the weird stuff, tracks every contract and license renewal, and keeps your compliance posture ready for audit without you chasing.
What Finance & Compliance handles
Three jobs. One agent.
Finance & Compliance does the work you keep meaning to catch up on. Every day, quietly, without a weekend reconciliation session.
Books
Daily close, on autopilot.
POS to books every night. Categorized, reconciled, and ready for your bookkeeper or accountant by morning.
Contracts
Every agreement. Every date.
Vendor contracts, lease terms, insurance policies, license renewals. Finance & Compliance tracks them and nudges before deadlines.
Compliance
Ready for audit by default.
Health department, sales tax, payroll filings, and industry specific requirements. Always current, always documented.
Books
Your books, closed every night.
Finance & Compliance pulls from your POS, your payment processor, your bank, and your vendor bills every night. It categorizes transactions, reconciles them, flags the outliers, and hands your bookkeeper a clean set of books by morning.
- Daily POS to books reconciliation
- Automatic categorization that learns your chart of accounts
- Outlier and fraud flagging within 48 hours
- Works with QuickBooks, Xero, and your existing stack
Contracts
Every agreement. Every renewal date.
Upload your contracts once. Finance & Compliance extracts the key terms, tracks every renewal and automatic renewal deadline, and nudges you weeks before action is required. No more “surprise, the lease renewed automatically” moments.
- OCR and extraction for uploaded contracts
- Calendar of every renewal and renew automatically date
- Vendor, landlord, and insurance in one place
- Early warning nudges 30, 14, and 3 days out
Compliance
Ready for audit, every day.
Health department inspections, sales tax filings, payroll tax, business license renewals, food safety logs. Finance & Compliance keeps a dated record of every requirement and every filing, so when an auditor or inspector shows up, you're already ready.
- By jurisdiction requirement tracking
- Timestamped filing history, exportable on demand
- Integrations with Gusto, ADP, Avalara, and more
- Alerts when a new regulation affects you
Finance & Compliance took the weekend reconciliation off my calendar. That alone paid for the year.
MT
Launch partnerSingle store operator
Questions
Questions we hear from operators
If you have more, we want to hear them.
No. Finance & Compliance does the daily reconciliation work your bookkeeper charges you for, and hands them a clean set of books. Most operators pay their bookkeeper less or redirect that time to advisory work.
No. Finance & Compliance tracks contracts, deadlines, and compliance requirements, and flags things to review. For actual legal questions, we plug into your attorney's workflow or recommend one.
QuickBooks Online, Xero, Wave, and most mid market platforms. For other systems, we read your export file nightly.
We map your jurisdiction (state, county, city) to the actual requirements. Updated as regulations change. You're alerted when a new one applies.