Fortune

AI-driven accounting software that automates financial management for small businesses, including bank-feed sync, transaction categorization, duplicate detection, and real-time cash-flow visibility. It serves small business owners, finance teams, and executives in the US, CA, and EU. The software is delivered as a SaaS platform with multi-currency support and bank-level security.

Key features

• Bank-feed sync
• Transaction categorization
• Duplicate detection across linked accounts
• Real-time cash-flow visibility
• Multi-currency support
• Budget planning and variance analysis
• Cost center tracking and allocation
• Performance dashboard and KPIs
• Product profitability analysis
• Break-even and margin analysis
• Automated profit and loss reporting
• Rolling budget forecasts with scenario planning
• Sales and revenue projections
• Production cost forecasting
• Seasonal trend analysis and planning
• Labor cost allocation by department
• Employee productivity and cost analysis
• Overhead allocation including payroll taxes
• Integrated tax calculations and filings
• Real-time cash position monitoring
• Working capital optimization insights
• Investment ROI analysis and tracking
• Optimized resource allocation