What we do
BeanStack keeps GAAP books end to end. Every module below makes the accounting decision itself, posts it through your approval policies, and records the evidence — all on one ledger you own.
Every finance tool before this one needed an operator.
The first generation records what you enter. Powerful tools — but the operator is you. Every transaction, every reconciliation, every journal entry requires a human hand.
The second generation assists. It suggests a category, drafts an entry, answers a question — then waits for someone to approve it.
BeanStack makes the determination. It reads your documents, applies your accounting policies, posts the routine decisions, and escalates the exceptions you define. Not a suggested entry for an accountant to review — the decision, with the evidence behind it.
Invoices, contracts, statements flow in via email, upload, or connected integrations. AI reads and routes every document.
Journal entries generated from your chart of accounts and posting rules. Double-entry accurate, traceable to source.
Transactions matched as they clear, not batched at month-end — so most of the work is done before close day.
Schedules, accruals, intercompany eliminations, trial balance. Books close when everything reconciles. You get a notification.
Month-end closes become a review, not a reconstruction. Every step — revenue schedules, accruals, bank reconciliation, intercompany eliminations — runs on schedule.
Learn more IntakeEvery invoice, contract, and statement extracted automatically, with a confidence score on every field. Low-confidence fields route to review before posting.
Learn more CompliancePolicy-governed ASC 606 revenue recognition. Contracts read, schedules built, monthly entries posted under your approved policies.
Learn more ReconciliationContinuous matching — transactions paired to invoices as they clear. Duplicates, unexpected charges, and discrepancies flagged before the close.
Learn more Board packsThe monthly board package — financials, KPIs, variance, and narrative — assembled from your live ledger.
Learn more CovenantsCovenant ratios computed from live books against your credit agreement — ready the moment a lender asks.
Learn more FP&ABudgets, forecasts, and KPI rollups that reference your live ledger — budget-vs-actual always current.
Learn more AssuranceAuditor PBC lists and buy- or sell-side diligence trackers drafted from provenance — every answer arrives with its supporting evidence attached, routed for your approval.
Learn more M&AA QoE review on an acquisition target — add-back analysis, revenue quality and cohorts, NWC and FCF bridges — built from the target's extracted financials, with every figure tied to its source.
Learn more M&AASC 805 purchase price allocation and the day-1 opening balance sheet — proposed from the deal's own data, reviewed by you, posted through the same controls as everything else.
Learn moreAn opt-in deal workspace: track targets through the pipeline, ingest the CIM, run diligence trackers, model the deal, and hand the close straight to purchase accounting — all on the same governed platform.
A library of schedule engines — depreciation, amortization, prepaids, deferred revenue, loans, leases, accruals — that compute each period and post under your policies, with the backup attached.
A governed MCP surface: connect Claude or any AI agent to your books. Every call passes the same policy gates, approvals, and audit trail as the UI.
Full double-entry GL with automated journal entries and period-close management.
User-definable journal entry automation. Configure posting logic through the UI — no partner, no code.
GAAP lease commencement and amortization. ASC 842 operating and finance leases handled alongside everything else.
Subsidiaries as linked organization records. Schedule-level consolidation with reporting-entity filters. Multi-currency with automatic FX gain/loss at spot rate.
Bank feeds, billing, payments, and the documents in your inbox. Migrate your books from QuickBooks in hours, not months.
Learn moreIn BeanStack, every AI decision carries a reason, a source, and a confidence score. Auditors don't just ask to see your books — they ask to see your evidence. BeanStack keeps both, on every entry.
We migrate your books, run one close in shadow against your current system, and show you the scorecard before anything cuts over.