What we do

The whole ledger,
decided and posted.

BeanStack keeps GAAP books end to end. Every module below makes the accounting decision itself, posts it through your approval policies, and records the evidence — all on one ledger you own.

Not another tool to operate

Every finance tool before this one needed an operator.

The first generation records what you enter. Powerful tools — but the operator is you. Every transaction, every reconciliation, every journal entry requires a human hand.

The second generation assists. It suggests a category, drafts an entry, answers a question — then waits for someone to approve it.

BeanStack makes the determination. It reads your documents, applies your accounting policies, posts the routine decisions, and escalates the exceptions you define. Not a suggested entry for an accountant to review — the decision, with the evidence behind it.

How it works

Four steps.
Under your policies.

01

Documents arrive

Invoices, contracts, statements flow in via email, upload, or connected integrations. AI reads and routes every document.

02

AI posts the entries

Journal entries generated from your chart of accounts and posting rules. Double-entry accurate, traceable to source.

03

Bank feeds reconcile continuously

Transactions matched as they clear, not batched at month-end — so most of the work is done before close day.

04

Close runs automatically

Schedules, accruals, intercompany eliminations, trial balance. Books close when everything reconciles. You get a notification.

Every module

The department's whole toolkit,
end to end.

Close

Policy-Controlled Close

Month-end closes become a review, not a reconstruction. Every step — revenue schedules, accruals, bank reconciliation, intercompany eliminations — runs on schedule.

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Intake

Document Processing

Every invoice, contract, and statement extracted automatically, with a confidence score on every field. Low-confidence fields route to review before posting.

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Compliance

Revenue Recognition

Policy-governed ASC 606 revenue recognition. Contracts read, schedules built, monthly entries posted under your approved policies.

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Reconciliation

Bank Reconciliation

Continuous matching — transactions paired to invoices as they clear. Duplicates, unexpected charges, and discrepancies flagged before the close.

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Board packs

Board Packs

The monthly board package — financials, KPIs, variance, and narrative — assembled from your live ledger.

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Covenants

Covenant Certificates

Covenant ratios computed from live books against your credit agreement — ready the moment a lender asks.

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FP&A

Budgets & FP&A

Budgets, forecasts, and KPI rollups that reference your live ledger — budget-vs-actual always current.

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Assurance

Audit & Diligence

PBC lists and diligence requests answered from provenance — support attached to every entry.

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Connectivity

Integrations

Bank feeds, billing, payments, and the documents in your inbox. Migrate your books from QuickBooks in hours, not months.

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Explainability

In BeanStack, every AI decision carries a reason, a source, and a confidence score. Auditors don't just ask to see your books — they ask to see your evidence. BeanStack keeps both, on every entry.

Ready to see it
on your books?

We migrate your books, run one close in shadow against your current system, and show you the scorecard before anything cuts over.