Platform

Feature · Finance operations

AP, AR, and cash —
one connected loop.

Invoices generate from billing schedules, incoming payments apply to the right invoices, credit memos issue, and AP and AR reconcile — all connected from billing through the ledger. BeanStack records and reconciles; it does not move money.

Early access — onboarding a limited number of PE-backed companies.

What it covers

The operating loop between
documents and reconciliation.

AR

Invoices from billing schedules

Recurring and contract-driven invoices generate on schedule, tied to the agreements behind them.

Cash

Payments applied, not just recorded

Incoming payments match to their invoices — including lockbox batches and processor payouts — with the reasoning logged.

AP

Bills coded and scheduled

Vendor bills extract, code to the right accounts, and land in the payables ledger with approval where your policies require it.

Recon

AR and AP reconcile continuously

Open balances, credit memos, and clearing accounts stay tied out — exceptions surface instead of accumulating.

How it works

How the loop runs.

01

Documents and feeds arrive

Bills, invoices, bank activity, and processor exports flow in continuously.

02

The AI records and applies

Coding, matching, and application happen under approved policies; low-confidence items stop and ask.

03

Balances stay current

AR aging, AP aging, and cash positions reflect reality all month — not after a batch catch-up.

What it explicitly does not do.

No money movement — BeanStack records, applies, and reconciles; payment execution stays with you and your bank.
No silent postings — material and low-confidence items route for review before they land.
No black boxes — every application and match carries its evidence and reasoning.

Receivables and payables
that run themselves.

The same governed ledger, provenance, and review controls — applied to the daily operating loop.

Early access — onboarding a limited number of PE-backed companies.