CHARTS
/ How it works

Financial data goes in. Finished books come out.

Continuous accounting, instead of rebuilding the books every month end.

01

Connect the business

Banks, mobile money, payment systems, payroll, spreadsheets.

02

Charts organises the work

It categorises, matches and prepares reconciliations.

03

Accounting rules validate it

Nothing posts unless the books balance.

04

You approve, books update

Reports and dashboards update themselves.

The daily close: every day proved and locked, with a shortage flagged for review
/ What flows in

Financial information stops being scattered across six systems and a spreadsheet.

Bank accounts

Statements and feeds, as transactions rather than rows.

Mobile money

Payment alerts and statements from mobile wallets.

Payment systems

Card processors, gateways and point of sale.

Payroll systems

Salaries, deductions and statutory contributions.

Spreadsheets

The books you keep today, imported as real history.

Receipts and invoices

Photographed or forwarded, with the fields read out.

/ How much it does

You decide how much Charts is allowed to do. The setting is yours, not ours.

Manual

The accountant does the work directly with familiar accounting tools. Charts stays out of the way until it is asked.

Assisted

Charts prepares the work and the accountant reviews and approves it. Nothing reaches the books without a decision.

Automatic

Charts completes approved, repetitive, high-confidence tasks on its own and sends the exceptions to Review.

/ Ask Charts

Ask about the business in normal language.

Charts answers from the company's actual accounting records and can carry out the actions it is permitted to. Every answer shows the transactions behind it, so anyone can check the working rather than take the number on trust.

How much did we make this month?
Why did expenses increase?
Which customers owe us money?
What bills are due this week?
Why did our profit margin fall?
What needs my attention today?
/ Review

One place for everything that needs human judgement.

Charts is never the final authority over the books. Anything it is unsure about arrives here with its reasoning attached, ready to approve, edit or reject.

Every item shows
What Charts recommends
Why it recommends it
The proposed accounting treatment
The supporting documents
How certain it is
Previous related transactions

Connect one account. See what Charts does with a real week of transactions.

No card required · Import your existing books · Cancel any time