Finlens

Finlens is an AI-powered accounting automation platform that handles transaction categorization, reconciliation, and journal entries for QuickBooks Online firms, reducing manual work and enabling firms to take on more clients without adding headcount. It targets CPA firms and accounting teams, as well as founders and small business owners who use QuickBooks. The platform integrates with QuickBooks, Stripe, and Plaid, and uses AI with confidence scores to flag exceptions for human review, with two-way sync to keep books consistent.

Key features

• AI transaction categorization
• Automatic reconciliation
• Journal entry drafting
• Confidence scores on entries
• One-click approval workflow
• Two-way QuickBooks sync
• Bank and payment feed integration
• Stripe revenue recognition
• Prepaid schedule management
• Client onboarding automation
• Task tracking across clients
• Audit trail on decisions