Budgets, payroll checks and control tests all read the same ledger
Accounting, planning, revenue and tax
Finance
A double-entry ledger with a six-step close that posts real journal entries.
Double-entry GL and a six-step close that posts real journal entries, statements computed from those journals, AP and AR, expenses and cards, FP&A and forecasting, ASC 606 revenue, sales tax, payroll, and equity. All of it real, all of it posting to one ledger.
More about financeGL, close and financial statements
Double-entry general ledger, a six-step close, and P&L, balance sheet, and cash flow computed straight from posted journals.
AP, AR, expenses and cards
Bill pay, collections, expenses, card controls at the swipe, and 3-way PO matching. Every pay run scored allow, hold, or block before release.
FP&A, rev rec and tax
Budgeting and forecasting, ASC 606 revenue recognition, and a self-built, golden-tested payroll and sales-tax engine.
Equity and cap table
Cap table, a 409A strike gate, and ASC 718 stock-comp expense posted to the same books.
Where it stands: Real and posting journal entries today. Money movement runs in simulation by default, so no real funds move yet, and multi-entity consolidation is on the roadmap.
HR, hiring, pay and equity
People
Hiring, onboarding, reviews, pay and equity on the same books as the money.
A complete HRIS to hire, onboard, pay, review, and grow your team, with a full equity engine and pay-equity analysis built in. People and their cost live on the same books as the money, so headcount and payroll never drift apart. AI agents can even sit on the same chart, trust-scored and priced against the same P&L.
More about peopleHRIS, onboarding and benefits
One system of record for people, contractors, benefits, and documents, with structured onboarding.
ATS and AI interviewer
Applicant tracking, an adaptive AI interviewer with explainable scoring and human recourse, and proxy-interview detection.
Performance and engagement
Reviews, goals, 1:1s, and eNPS surveys with k-anonymity enforced by default.
Comp, equity and pay equity
Total comp across cash and equity, cap table and 409A, and pay-equity analysis that ships a remediation plan.
Where it stands: The HRIS, ATS, onboarding, performance, and equity core is real. A few workflows are still expanding, tracked openly on the roadmap.
Security and compliance
Trust
A check before every payment or access change, and a sealed record after it.
Before a money move, any AI agent, service account or person asks Trust first. It returns a verdict and a trust score, and the decision is sealed in a record mapped to your controls that an auditor can recompute. Live OFAC sanctions screening and a catalog of 84 frameworks sit behind the same decision.
More about trustOne check before money moves
Every AI action asks before it touches money and gets a verdict and a trust score, with a console to approve, deny or escalate.
Live sanctions screening
OFAC screening on the payee, wired into the same decision, so a hit can hold the payment before it releases.
A record that shows any later edit
Each decision is sealed and mapped to SOC 2 controls, and Fintra can recompute the whole record and name any entry that was changed.
GRC catalog and runtime controls
An 84-framework control catalog, plus agent identity, red-team runs, and an MCP firewall at the tool boundary.
Where it stands: Decide-and-prove is real: the verdict, the OFAC screen, the control map, and the hash-chain all run. Runtime enforcement is staged, and several governance surfaces run on seeded demo data today.
The rest of the company, on the same books
Marketing, sales, support and day-to-day work use the same records and the same approvals as finance.
Marketing and content
Plan, draft, and schedule campaigns and content. AI drafts, a human approves, nothing auto-posts.
Growth and revenue
Lead scoring, demand forecasting, a commission engine with clawbacks, and quote-to-cash with a customer e-approval portal.
Support suite
A shared inbox, live chat, SLAs and CSAT, an AI support agent, and a help center, on the same books.
Work management
Tasks, My Work, calendar, boards, and automations that turn a signal into a drafted, governed action.
Set up for 14 industries
Each industry adds the work it does every month on top of the same books, like settlements for a fleet or pay applications for a contractor.
- SaaS startups, scaleups and the CPAs who serve themASC 606 revenue recognition, a cap table with ASC 718 stock comp, and burn and runway on your own books.
- Dental practices and DSOsInsurance claims, provider payroll and patient financing for dental practices and DSOs.
- Medical and specialty clinicsFrom the signed note to the claim to the payment, with denials and underpayments flagged.
- Independent and retail pharmacyClaim, DIR fee and PBM reconciliation for independent and retail pharmacies.
- Construction, contractors and trade franchisesJob costing, WIP and AIA pay applications with retainage and lien waivers.
- Home-services and trade franchisesRoyalties, ad-fund fees and the lead-to-royalty roll-up for home-services and trade franchise brands.
- Childcare and early learningAttendance-based tuition, subsidy and CCDF billing, and center finance for childcare and early learning.
- Restaurants and food serviceDaily sales and deposit reconciliation, prime cost and labor control for restaurants and multi-unit groups.
- Accounting, CAS and law firmsEvery client's books, close and billing in one console, for accounting, CAS and law firms.
- Oilfield services, energy contractors and operatorsJob costing by job, well and lease, field payroll with per diem, and compliance calendars for oilfield services.
- Manufacturers, fabricators and distributorsPerpetual inventory, bills of materials, work orders and production costing that post to the general ledger.
- Agencies, consultancies, IT-services and engineering firmsProject profitability, time-and-materials and fixed-fee billing, and ASC 606 revenue for agencies and consultancies.
- Real estate and property managersBooks for every property, rent collection with reminders, and an owner report per property.
- Carriers, fleets and owner-operatorsDriver settlements that show every deduction, and IFTA fuel tax by jurisdiction.
Four things we always say out loud
- 1.Money rails run in simulation by default, so no real money moves yet.
- 2.Multi-entity consolidation is on the roadmap. Fintra runs single-company books per entity today.
- 3.Broader automatic enforcement is staged, and several governance screens run on seeded demo data.
- 4.Security is SOC 2-aligned, with a report available on request rather than a certificate.
The accounting, planning, payroll, equity, HR and revenue recognition core, and the checks with their evidence record, are working today, and every verdict can be explained. In demos no real money moves and no patient data is used. What is live and what is next
Bring one workflow to a 15-minute demo.
Tell us which job you want to see, and we will run it in Fintra while you watch.