AI-native Finance as a Service

One finance standard across the portfolio.

BeanStack runs the monthly close, forecast, board pack, and covenant reporting for PE-backed companies. AI handles the routine work; BeanStack controllers review the exceptions and own delivery.

November close · postedComplete
4000 · Revenue$4,200,000
1200 · Accounts Receivable$312,500
2100 · Deferred Revenue$105,000
1010 · Operating Cash$847,320
6000 · Operating Expenses$291,440
Reviewed by a named controller · every entry sourcedAudit-ready
Who it's for

Built for everyone who
relies on the numbers.

For the portfolio-company CEO

  • No controller hiring gap
  • Reliable numbers by a specified date
  • One finance partner rather than a fragmented fractional stack

For the PE operating partner

  • Consistent sponsor reporting
  • Portfolio-wide close and covenant visibility
  • Faster financial onboarding after acquisition

For lenders and auditors

  • Source-linked entries
  • Documented policies and approvals
  • Complete exception and change history
Your ledger, your choice

Keep your ledger,
or move to ours.

You don't have to leave your accounting system to get a finance department. Run BeanStack on the ledger you already have, or migrate onto ours — your call.

Control plane

Keep your ledger

BeanStack operates as a control plane over your existing QuickBooks or accounting system — applying the same policies, approvals, and evidence trail on top of the ledger you already run.

System of record

Move to ours

Our migration AI moves your complete books from QuickBooks onto BeanStack's ledger in hours, not months — then close, reporting, and controls all run in one place.

Either way, prove it first with a parallel shadow close. We run your close alongside your current process and show you the diff — before you rely on a single number.

What we do

The whole department's scope.

One service covers what a bookkeeper, a controller, and a fractional CFO would — under one finance standard, on the ledger you choose.

Books & ledgerMonth-end closeBoard packsCovenant certificatesBudgets & FP&AAudit & diligence response
The delivery model
The AI handles the routine work.
BeanStack controllers review
the exceptions and own delivery.

That's the whole model. You get the output of a finance team — books, close, board packs, compliance — without hiring, managing, or operating one.

Every close reviewed by a named controllerfully-managed tier
Every entry linked to source evidence
Every unresolved issue visible before reporting
Performance proven through a parallel shadow close
How the AI works

Ask why.
Get a real answer.

Every determination records its reasoning, the source documents it read, and the policy it applied. Any number traces back to the evidence behind it.

AI · Provenance log

Q

How did you recognize the Acme $180K contract?

Contract Q4-MSA-0042 carries a distinct performance obligation for implementation services under ASC 606-10-25-27.

Stand-alone selling price applied: $15,000/month recognized on delivery. $105,000 deferred to future periods.

Three recognition tranches scheduled. If any milestone slips, the schedule updates automatically.

SourcesMSA_Acme_Q4.pdf · pp. 4–5ASC 606-10-25-27
Proof

How we prove the books are right — before you rely on them.

Multi-year
Live, complete booksBeanStack keeps the full multi-year books of a real operating company today — migrated from QuickBooks.
Replayed
Deterministic replayEvery decision is replayed deterministically against the historical decisions its human bookkeepers made.
Sourced
Provenance on every entryEach entry records the evidence it read, the policy it applied, and the alternatives it rejected.
Yours
Yours to keep or moveRun it on your existing ledger or migrate onto ours. Either way, the books, source documents, policies, and full audit trail export on demand.

Prove it on
your own books.

Keep your ledger, or migrate onto ours in hours, not months. Either way, a parallel shadow close in your first month proves the numbers before you rely on them — for PE-backed companies and the sponsors who own them.

Your ledger, kept or moved  ·  Full export anytime