Connect the money
Pull bank activity into a clean transaction workspace, classify business and personal spend, and keep uncategorized work visible.
AI bookkeeping that stays accountable
Keep your books current without turning your week into bookkeeping.
ficary connects bank activity, receipts, invoices, bills, reporting, and accountant collaboration so small teams can see what needs attention without learning a full accounting system first.
- Bank feeds, receipts, invoices, bills, and reports organized around one ledger
- CPA workspace flow, audit trails, export/delete controls, and launch readiness checks
- QuickBooks and Xero CSV exports for teams planning a gradual switch
Example close
72% reconciled
Net cash flow
$18,420
Receipts matched
48 / 53
Open invoices
$7,810
Tax estimate
$3,260
Attention queue
Sample plain-English next steps
Stripe payout
Review fees before closing sales
Office Depot
Receipt matched, category confidence 92%
Contractor invoice
Ready for bill payment review
Profit and loss trend
CPA workspace flow
Encrypted provider tokens
Audit log and exports
Launch readiness checks
Operating system for the back office
From daily money movement to month-end answers.
Close the evidence gap
Upload receipts, extract key details with AI, match them to transactions, and preserve the context your accountant asks for later.
Report without rebuilding
Generate P&L, balance sheet, A/R aging, A/P aging, tax, class, customer, product, and budget views from the same books.
Ready when your books are
Start with the workflows that already slow you down.
Create a ficary account, connect the first source of truth, and build toward a cleaner close from day one.