AI app for finance · no coding needed
Evidence-backed finance close and reporting workspace
Reduce close effort while keeping every figure traceable to its source.
Made for: Finance leads and bookkeepers at small and mid-sized businesses
What it does for you
The problem
Bookkeeping, reconciliation and reporting are split across several rented tools, so the month-end close is slow and the numbers are hard to trace.
What it gives you
Reviewed, source-linked financial statements and workpapers
What you give it
Bank feedsinvoicesreceiptscontractsaccounting recordsprior-period statements
Build your own version of Truewind, Harriet.ai and more
One app with what these 6 AI tools do, yours to keep and change: Truewind, Harriet.ai, Kick, Mesh, Well Intelligence, Brex 1-Click Accounting by Puzzle's API.
Everything these tools do, in one app
- Automated Transaction Categorization Automatically categorizes and classifies financial transactions to reduce manual bookkeeping work.Found in Truewind, Harriet.ai, Brex 1-Click Accounting by Puzzle's API
- Financial Reconciliation Aligns and reconciles financial records with accounting systems to ensure accuracy.Found in Truewind, Harriet.ai, Well Intelligence
- Real-Time Financial Reporting Provides up-to-date financial statements and reports for informed decision-making.Found in Truewind, Harriet.ai, Brex 1-Click Accounting by Puzzle's API
- Dedicated Bookkeeping Support Offers access to professional bookkeepers for regular account management and support.Found in Truewind, Harriet.ai
- AI-Powered Q&A Answers common finance questions and generates charts on demand using AI.Found in Well Intelligence
- Document Data Extraction Extracts and normalizes data from invoices, receipts, and contracts into clean financial entries.Found in Truewind, Well Intelligence
- Automated Document Retrieval Automatically gathers financial documents from email, messaging, and billing portals without manual upload.Found in Well Intelligence
- Financial Modeling Creates real-time financial models to forecast and analyze business performance.Found in Truewind
- Accelerated Monthly Close Speeds up the month-end closing process through automation.Found in Truewind
- Workpaper Automation Automates workpapers for prepaid expenses, fixed assets, and subledger management.Found in Truewind
- Contract Management with OCR Extracts terms from complex sales contracts using OCR to simplify contract management.Found in Truewind
- Plain-Language Financial Reporting Delivers clear, easy-to-understand financial reports highlighting profits and savings opportunities.Found in Harriet.ai
- User-Friendly Interface Provides an intuitive interface designed for non-financial experts.Found in Harriet.ai, Kick, Mesh
- Financial Trend Insights Offers insights into critical financial trends to support business growth decisions.Found in Harriet.ai
- AI Content Generation Generates high-quality text quickly using AI.Found in Kick
- Customizable Templates Provides templates that can be customized for various writing and project needs.Found in Kick
- Collaboration Tools Facilitates teamwork and communication within projects.Found in Kick, Mesh
- Third-Party Integrations Integrates with popular third-party apps to enhance productivity.Found in Kick, Mesh
- Real-Time Editing Suggestions Offers real-time editing and suggestions to improve writing clarity and accuracy.Found in Kick
- Task and Project Management Manages tasks and projects with customizable workflows.Found in Mesh
- Real-Time Team Chat Enables real-time team chat and discussion threads.Found in Mesh
- Automated Notifications Sends automated notifications and reminders to keep the team on track.Found in Mesh
- Advanced Reporting Tools Tracks project progress and team performance with advanced reporting.Found in Mesh
- Centralized System of Records Provides a centralized system of records for financial data.Found in Well Intelligence
- One-Click Accounting Setup Enables end-to-end accounting setup with a single action inside Brex.Found in Brex 1-Click Accounting by Puzzle's API
- General Ledger API Exposes a modern general ledger as an API for integrations and bookkeeping.Found in Brex 1-Click Accounting by Puzzle's API
- Startup Metrics Provides startup-focused metrics such as burn, runway, and ARR.Found in Brex 1-Click Accounting by Puzzle's API
- Revenue Recognition Supports revenue recognition for reporting and compliance needs.Found in Brex 1-Click Accounting by Puzzle's API
- FDIC Coverage Monitoring Monitors FDIC coverage to support compliance needs.Found in Brex 1-Click Accounting by Puzzle's API
How it works, step by step
- Extract and normalize data from invoices, receipts and contracts
- Retrieve financial documents from email, messaging and billing portals
- Categorize and classify transactions automatically
- Reconcile records against the accounting system
- Automate workpapers for prepaid expenses, fixed assets and subledgers
- Extract contract terms with OCR
- Support revenue recognition for reporting and compliance
- Monitor FDIC coverage for compliance needs
- Produce real-time financial statements and reports
- Generate plain-language reports highlighting profits and savings opportunities
- Build real-time financial models and startup metrics such as burn, runway and ARR
- Answer finance questions and generate charts on demand
- Accelerate the month-end close
- Route exceptions and questions to a dedicated bookkeeper
- Compare the reviewed result with the recorded baseline and value assumptions
- Capture corrections and named-owner approval before consequential use
- Export a versioned, source-linked close package with unresolved questions
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Evidence-backed finance close and reporting workspace with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Evidence-backed finance close and reporting workspace with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links6 KB
- questions.mdQuestions to answer before you build3 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare28 KB
- prompt-vps.mdThe same build on your own server (Docker)28 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria15 KB
- demo/index.htmlThe working demo on sample data198 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
Reduce close effort while keeping every figure traceable to its source. For finance leads and bookkeepers at small and mid-sized businesses, convert bank feeds, invoices, receipts, contracts and accounting records into reviewed, source-linked financial statements and workpapers. The benefit is a testable hypothesis, measured through close days per period and corrections after review; do not assume that AI output alone produces business value.
Confirm the buyer's problem and scope, collect bank feeds, invoices, receipts, contracts and accounting records, then follow this sequence: 1. Extract and normalize data from invoices, receipts and contracts. 2. Retrieve financial documents from email, messaging and billing portals. 3. Categorize and classify transactions automatically. 4. Reconcile records against the accounting system. 5. Automate workpapers for prepaid expenses, fixed assets and subledgers. Resolve uncertain cases with qualified reviewers, approve reviewed, source-linked financial statements and workpapers, and measure close days per period and corrections after review against a documented baseline.
How the AI works
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One accounting standard and one chart of accounts; final accounting judgments and sign-off remain with the finance lead or bookkeeper. A model suggestion is never a verified fact, professional decision or authorization to act.
Safeguards
Preserve source attribution, audit trail and access permissions. The finance lead or bookkeeper approves substantive changes and reporting scope. One accounting standard and one chart of accounts; final accounting judgments and sign-off remain with the finance lead or bookkeeper. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.
What to build first
Pilot scope: One accounting standard and one chart of accounts; final accounting judgments and sign-off remain with the finance lead or bookkeeper. Implement one approved input format, a bounded representative case set and the first two task modules: extract and normalize data from invoices, receipts and contracts; retrieve financial documents from email, messaging and billing portals. Support the remaining modules with operator review: categorize and classify transactions automatically; reconcile records against the accounting system; automate workpapers for prepaid expenses, fixed assets and subledgers. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
What it can connect to
Bank and card feeds, accounting systems, email and messaging, billing portals and document storage. Start with file exchange and validate destination specifications before promising direct posting. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Data intake and source records, Review and reconciliation, Reports and close. Use a thumbnail gallery for periods and entities, a large central ledger and workpaper canvas, and a right-hand panel for source documents, matching evidence and comments. Let users compare draft and approved figures side by side. Display draft, changes requested and approved states. Provide a client preview link with comments anchored to the relevant figure. Make the task-specific outcome reviewed, source-linked financial statements and workpapers visible beside its evidence, review state and value baseline.
