01
See
Review cash, transactions, customer invoices, and supplier bills in an organization workspace.
AutoPilot Platform
Finance visibility with bounded AI assistance.
Review cash, transactions, customer invoices, supplier bills, and a 13-week forecast in one organization workspace. Ask finance questions with bounded AI assistance grounded in authorized data.
Agent Studio preview. Configurable assistants require rollout review.
13-week cash visibility
Human review and control
Cloud core; mobile in controlled rollout
Finance operating loop
See the position. Understand the change. Decide what happens next.
02
Plan
Look 13 weeks ahead and review expected cash movements. Scenario exploration remains in controlled preview.
03
Govern
Ask questions about authorized workspace data and review the answers. People retain financial responsibility; workflow approvals remain in controlled rollout.
Selected capabilities
Enough detail to understand the value. A tailored walkthrough for everything else.
Available core
Cash command center
See cash position, transactions, customer invoices, and supplier bills in one operating view.
Available core
13-week visibility
Look ahead across expected inflows, outflows, and weekly cash balances. Scenario exploration remains in controlled preview.
Available core
Organization-grounded AI
Ask finance questions in plain language and receive bounded answers grounded in your authorized workspace data.
Controlled preview
Configurable finance assistants
Shape finance assistants around AR, AP, cash analysis, reporting, and control responsibilities with testing and versioning.
Controlled preview
Governed workflows
Design workflow and rule automation with human review, approvals, activity history, and operational controls.
Controlled preview
Documents and information requests
Collect supporting information, review extracted finance data, and keep documents connected to operational work.
Preview capabilities are introduced through controlled rollout and may require product or implementation review.
What should we confirm during onboarding?
Start with the cloud product or request a walkthrough of your cash, invoice, and bill workflow. Confirm supported data connections and preview access during onboarding; published plans do not imply universal integrations or autonomous financial execution.
For forecast inputs and review responsibilities, see our 13-week cash forecasting overview. Private deployment and custom implementation follow a separate enterprise engagement.
Agent Studio · Controlled preview
Shape finance assistants with clear boundaries.
Agent Studio is in controlled rollout. Explore how to configure, test, version, and govern finance assistants around the work your team needs to understand; access requires rollout review.
Shape read-oriented finance assistants for AR, AP, cash analysis, control, and reporting
Draft responsibilities and risk boundaries, then test behavior before wider use
Version assistant profiles and review governed activity in one workspace
Keep people responsible through roles, approvals, and visible activity history
Start with bounded finance assistance, then explore broader workflows and approvals with the AutoPilot team.
Mobile companion · Controlled preview
Preview finance visibility on mobile.
The iOS and Android companion is in controlled rollout. These screens preview cash visibility, priority work, and collaboration; confirm workspace access and supported features during onboarding.
Team Chat
Talk to AI agents and your team
Today
Your daily cash position at a glance
Actions
Review priority finance work
Insights
Spot trends, risks, and opportunities
Cloud plans and enterprise delivery
Start small. Add capability when the work demands it.
Choose cloud self-service for a straightforward finance operation. Complex controls, integrations, and deployment models are scoped with our enterprise team.
Explore the cloud product
Free
$0/ month
Cancel or change at renewal
- Limited AI usage
- Core cash visibility
- 13-week forecast
- Essential risk signals
Startups and small teams
Junior Accountant
$299/ month
Cancel or change at renewal
- Two configurable finance assistants
- Up to 500 AI tasks each month
- Cash, AR, and AP operating views
- Up to three branches
Growing finance operations
Finance Team
$999/ month
Cancel or change at renewal
- Configurable finance team
- Up to 5,000 AI tasks each month
- Scenarios and governed workflows
- Up to 100 users
Banks and complex organizations
Enterprise
Custom
Scoped to requirements
- Tailored use cases and controls
- Private cloud or on-prem design
- Integration and rollout planning
- Training and adoption support
Monthly checkout is subject to onboarding availability. Annual plans use the inquiry flow until verified annual checkout links are enabled. Configurable assistants, scenarios, and workflows remain in controlled rollout; choosing a plan does not guarantee preview access.
Want to see the product against your finance workflow?
Share the decision, process, or reporting challenge. We will focus the conversation on the most relevant product experience.
Request a tailored demo