ACCOUNTING AND FINANCE SOLUTION
For founders who need clarity, for finance teams who need leverage
Turn years of unstructured financial activity into financial truth. Run operations with real-time books. Make strategic decisions — with AI CFO.
Founder-Led Businesses That Need Clarity
For those who don't want finance to become a future problem.
Early-Stage Builders
- Expenses piling up before revenue stabilizes
- No structured bookkeeping
- No clear view of burn or runway
- Fundraising prep feels overwhelming
Start clean. Never rebuild later.
Revenue-Stage Startups & SMEs
- Years of scattered financial history
- Books don't fully match bank or audit
- Investor questions trigger manual data hunts
- Due diligence exposes inconsistencies
Turn messy history into financial truth.
Growing Teams
- Finance buried in reporting, not operations
- MIS arrives late and static
- Breakdown requests take days
- No real-time decision visibility
Install a financial OS — not more reports.
Your AI CFO, Always Ready
Strategic financial intelligence grounded in your actual data — not generic benchmarks.
It knows everything about your finances.
Mr. CFO has complete context of your books — every transaction, every ledger entry, every invoice. Ask anything. It answers instantly.
Ask Anything, Anytime
Burn rate, runway, P&L, cash flow, vendor spend, tax liability, revenue trends — no question is off limits.
Proactive Alerts & Reports
You don’t always have to ask. Mr. CFO sends weekly MIS reports, flags anomalies, and warns you before problems hit.
Periodic Financial Intelligence
Monthly close summaries, quarterly board-ready reports, and real-time budget variance tracking — delivered automatically.
Scenario Modeling
Before you hire, spend, or raise — Mr. CFO models the impact on your runway, burn, and bottom line.
Mr. CFO
AI Financial Advisor
AI CFO analyzes your real financial data for strategic insights.
Your AI Bookkeeper, Always On Duty
Just type what happened. Mr. Accountant turns natural language into structured, audit-ready records.
Talk to it like a human. It books like a CPA.
No forms. No dropdowns. Just tell Mr. Accountant what happened — it creates proper journal entries, invoices, and bills with the right accounts, amounts, and dates.
Natural Language Entries
Say "Paid $500 for office rent" and Mr. Accountant creates a balanced journal entry with the correct debit and credit accounts.
Bills, Invoices & Transactions
Record vendor bills, generate customer invoices, or log money-in/out — all through a single chat interface.
Draft → Review → Approve
Every AI-created entry goes through a review workflow. Your team approves before anything hits the ledger — full control, zero risk.
Team Collaboration
Your whole finance team works in shared chat rooms. @mention Mr. Accountant alongside team discussions — bookkeeping happens where work happens.
Mr. Accountant
AI Bookkeeper · #finance-team
Everything You Need to Run Finance
From daily bookkeeping to board-ready reports — see how ZeroFin replaces your entire finance stack.
Your financial command center.
Revenue, expenses, and key metrics in one place — updated in real time.
Real-Time Metrics
Live indicators as transactions flow in.
Cash Position
All account balances, visible at a glance.
Revenue Trends
Monthly and quarterly trends visualized.
Quick Actions
Jump to bills, invoices, or reports instantly.
Every transaction, tracked.
Automatically captured, categorized, and reconciliation-ready.
Smart Categories
Auto-categorized by type and account.
Bank Reconciliation
Match bank feeds in one click.
Instant Search
Find any entry by date, amount, or account.
Bulk Actions
Process multiple entries at once.
Vendor bills, managed effortlessly.
Track bills from receipt to payment. Never miss a due date.
Due Date Tracking
Visual indicators for upcoming and overdue.
Document Attachments
Store receipts with each bill.
Payment Status
Paid, pending, and overdue at a glance.
Recurring Bills
Auto-generate for repeat obligations.
Professional invoicing in seconds.
Create, send, and track invoices. Automate follow-ups effortlessly.
Instant Creation
Pre-filled client and line-item data.
Auto Reminders
Follow-ups on outstanding invoices.
Payment Tracking
Status for every invoice at a glance.
Multi-Currency
Invoice in any currency with live rates.
Your complete ledger, always current.
Every transaction organized by account with full drill-down.
Account Drill-Down
Expand any account to see entries.
Date Filtering
View any period — month, quarter, or year.
Audit Trail
Every change tracked with timestamps.
Export Ready
Download as CSV or PDF anytime.
Revenue and expenses, crystal clear.
Know exactly where you're making and losing money.
Period Comparison
Side-by-side monthly or quarterly views.
Category Breakdown
Revenue and costs by line item.
Margin Analysis
Gross and net margins, automatic.
Stakeholder Ready
Formatted for board presentations.
Assets, liabilities, equity at a glance.
Your financial position — always current, always audit-ready.
Live Balances
Updates as transactions post.
Period Snapshots
Compare across months or quarters.
Financial Ratios
Current ratio, debt-to-equity, and more.
Compliance Ready
Meets standard reporting requirements.
Know exactly where cash moves.
Operating, investing, and financing — laid out clearly.
Three-Section View
Activities clearly separated.
Trend Analysis
Spot patterns over time.
Forecast Inputs
Historical data for projections.
Net Position
Cash generated or consumed per period.
Verify every debit and credit.
Confirm your books balance before closing. Trustworthy financials.
Balance Verification
Total debits equal total credits.
Adjusting Entries
Pre and post-adjustment views.
Period Selection
Run for any closing period.
Discrepancy Alerts
Imbalances flagged immediately.
AI bookkeeping through conversation.
Describe what happened — Mr. Accountant builds the entry.
Natural Language
Type it like you'd say it.
Auto Journal Entries
Debits and credits, auto-selected.
Review Workflow
Team approval before posting.
Team Collaboration
@mention in shared chat rooms.
Strategic financial intelligence.
Instant answers grounded in your actual data.
Ask Anything
Burn rate, runway, spend — no limits.
Data-Backed
Grounded in real-time financials.
Proactive Alerts
Flags anomalies before they hit.
Scenario Modeling
Model impact before you commit.
Your financial structure, organized.
Accounts by type with a clear hierarchy. Ready from day one.
Hierarchical
Parent-child account organization.
Custom Accounts
Fit your specific business model.
Type Classification
Assets, liabilities, equity — mapped.
Built to Scale
Grows from seed to enterprise.
Three Intelligent Layers
One system. Three layers. Continuous financial clarity.
Smart Reconciliation
Creates financial truth from years of messy history. Upload bank statements, audit reports, and ledger exports — auto-reconcile and become audit-ready.
Mr. Accountant
Keeps books continuously accurate through conversational workflows. Record transactions, categorize expenses, and match entries — all through natural language.
Mr. CFO
Turns real-time financial truth into strategic intelligence. Ask about burn rate, runway, hiring scenarios, and budgets — grounded in your actual data.
Simple, scalable pricing.
From messy history to real-time financial clarity — one system, every stage.
Billed monthly
2 months free
Live dashboard and cash position, with AI-assisted entry for solo founders.
Billed monthly
2 months free
Full double-entry accounting with reconciliation, recurring documents and assets.
| Plan Features | Lite$8/mo | Most PopularGrowth$25/mo | Scale$50/mo | EnterpriseCustom |
|---|---|---|---|---|
| Users | 1 | 3 | 10 | Unlimited |
| Transactions/month | 250 | Unlimited | Unlimited | Unlimited |
| AI transactions via Mr. Accountant/month | 100 | 1,000 | 5,000 | Unlimited |
| Queries with Mr. CFO/month | 10 | 100 | 300 | Unlimited |
| Items | 20 | Unlimited | Unlimited | Unlimited |
| Chart of accounts | 100 | Unlimited | Unlimited | Unlimited |
| Bank reconciliation | ||||
| Bulk import | ||||
| Manual journal entries | ||||
| Recurring bills | ||||
| Recurring invoices | ||||
| Expense claims | Add-on | |||
| Fixed assets | ||||
| Custom chart of accounts | ||||
| Dimensions | ||||
| Employee advances | Add-on | |||
| Vendor advances | ||||
| Customer advances | ||||
| Period closing | ||||
| Payroll | ||||
| Multi-currency | ||||
| Proactive alerts | ||||
| Custom reporting | ||||
| Approval process | ||||
| Multi-entity | ||||
| API access |
Optional Add-Ons
Extend your plan as you grow, billed with your subscription.
1,000 AI transactions
Adds 1,000 AI transactions per month to your plan.
Lite · Growth · Scale
100 Mr. CFO queries
Adds 100 Mr. CFO queries per month to your plan.
Lite · Growth · Scale
Expense Claims
Let your team submit reimbursable expenses and settle them through payables.
Growth
Employee Advances
Track money advanced to employees and recover it against their expense claims.
Growth
Frequently Asked Questions
Get Started Today
Install Your Finance OS.
Reconstruct your past. Operate in real time. Make confident decisions.