What we do
The whole scope — close, reporting, FP&A, covenant compliance, audit response, and deal support. BeanStack does the routine work under policies you approve, escalates what needs judgment, and keeps the evidence behind every number — on one system 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 GAAP 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, and statements flow in from email, uploads, and your connected systems. Nothing waits to be keyed in.
Under policies you approve, BeanStack does the recurring work — coding, matching, recognizing revenue — and links every result to the document it came from.
Anything material or low-confidence stops for review before it reaches your numbers — not after.
Reconciliation runs continuously, so month-end is a review, not a scramble. You sign off, and the board and investor pack arrives.
Month-end closes become a review, not a reconstruction. Every step — revenue schedules, accruals, bank reconciliation, intercompany eliminations — runs on schedule.
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 OperationsInvoices from billing schedules, payments applied to the right invoices, AP coded and reconciled — the daily operating loop, recorded and reconciled without money movement.
Learn moreFull 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.
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.
AI books review proposes reclasses, account merges/splits, and record repairs for inherited messy books — one governed correction batch, approved by you, history preserved.
Learn moreBudgets, forecasts, and KPI rollups that reference your live ledger — budget-vs-actual always current.
Learn moreCustomizable dashboards on a governed metric layer — define a metric once and dashboards, reports, and covenant certificates all reference the same definition. Ask a metric question in plain English and get a governed answer.
The monthly board and investor package — financials, KPIs, variance, and narrative — assembled from your live ledger.
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.
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 moreAuditor 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 CovenantsCovenant ratios computed from live books against your credit agreement — ready the moment a lender asks.
Learn more ControlsEvery close freezes as an immutable as-reported record. Reopening is approval-gated, and restatement deltas tie to the entries that caused them — no silent rewrites.
Learn moreDrop a document and BeanStack figures out what it is and what it should become — a lease gets its ASC 842 schedule, a contract gets its recognition schedule, a vendor gets matched instead of duplicated.
Learn moreA 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.
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.
Early access — onboarding a limited number of PE-backed companies.