Get time back.
Let your AI finance team help collect missing details, organize activity, and prepare the next review.
YOUR BUSINESS. A CLEARER FINANCIAL PICTURE.
Less back-office work.
More control of your business.
Bring your books, cash flow, forecasts, and monthly reporting together.
Let your AI finance team help organize the details—so you can focus on what comes next.
One workspace for your financial pictureSeparate books for every companyYou control access and approvals
YOUR BOOKS. YOUR CFO. YOUR FINANCING STORY.
One team. A stronger financing presentation.
Jennie, Jason, and Carl organize the context. Ben, your AI CFO, brings the financials, forecasts, and repayment story into your presentation.
YOUR FINANCE ORGANIZATION
Illustrative workflow
Automate Your Back Office
Stop carrying every financial follow-up yourself. Give each part of the work a specialist.
Ben
AI CFO
Turns ledger activity into cash-flow insights, flags changes, and prepares financial briefs.
03 · MAKE SENSE OF IT
Jennie
Onboarding specialist
Guides company setup, collects missing details, and follows up on incomplete information.
01 · GET THE CONTEXT
Jason
Bookkeeper
Matches bank activity to receipts, suggests categories, and queues exceptions for review.
02 · ORGANIZE THE BOOKS
Carl
Tax strategist
Organizes tax-relevant activity, flags items to check, and prepares context for your adviser.
04 · LOOK AHEADShared company ledger Connected to the team
ACTIVITYACCOUNTAMOUNTSTATUS
Hardware supplierReceipt + bank feed matchedMaterials$842.19Ready for review
Staylist reservations24 stays · Sample RetreatBooking revenue$12,480.00Source linked
Jennie · Collecting and linking missing detailsCompany books stay separate
Jennie follows up on missing company details so the team can get started.
THE DETAILS, CONNECTED
Sample company · June
The day’s activity Connected
HD
−$842.19Receipt attached
SL
24 staysRead-only data
PM
−$1,260.00Needs review
Less chasing.
More clarity.
Transactions, supporting details,
and the right company.
YOUR PERMISSIONS. YOUR CONTROL.
B
Ben, your AI CFOExample Properties · Review briefA CLEARER NEXT STEPKnow what it was.
Know what it was.
Know what comes next.
Bring the transaction, receipt, and company context into one review. Spend less time searching for the story behind a charge.
Bank feedReceiptCompany books
Ready for your review↗
Review financial activity before posting.
SEPARATE BOOKS. A SHARED VIEW.
Illustrative portfolio
Cash across your companies
6-month view$428,600.00
Three companies · Separate company books
Projected →
One place to understand the picture.
BEN · PORTFOLIO BRIEFStart with the portfolio. Follow the detail.
Only the companies you’re allowed to access.
YOUR REPORT. YOUR WAY.
Interactive monthly report
Fully customizable executive
board-level reporting.At your fingertips.
Walk into your next board, lender, or partner conversation with a financial report built around your business.
Monthly financials1 continuous report
Example CompanySeptember 2026
FINANCIAL REPORTING PACKAGE
Monthly Financial Report
Example Company
September 2026nstration period · Accrual basis
Revenue$96,000
Net Operating Income$24,000
Net income$18,000
Cash$72,000
Performance at a glance
Hover or tap a month to explore performance
Select a month to inspect its demo figures.
Profit & loss September 2026
| Account | Amount |
|---|---|
| Revenue | |
| Rental income | $90,000 |
| Other income | $6,000 |
| Total revenue | $96,000 |
| Operating expenses | |
| Property operations | $44,000 |
| Repairs & maintenance | $16,000 |
| General & administrative | $12,000 |
| Net Operating Income | $24,000 |
Balance sheet September 2026
| Account | Amount |
|---|---|
| Cash | $72,000 |
| Accounts receivable | $18,000 |
| Other assets | $150,000 |
| Total assets | $240,000 |
| Accounts payable | $12,000 |
| Long-term debt | $108,000 |
| Equity | $120,000 |
| Liabilities & equity | $240,000 |
Cash flow September 2026
| Account | Amount |
|---|---|
| Beginning cash | $60,000 |
| Operating activities | $22,000 |
| Investing activities | −$6,000 |
| Financing activities | −$4,000 |
| Net change in cash | $12,000 |
| Ending cash | $72,000 |
Example Company · Fictional company01
Fictional companies and illustrative figures · No live financial data
LESS CHASING. BETTER VISIBILITY.Your next financial question
Your next financial question
shouldn’t start a scavenger hunt.
Bring the activity, the company context, and the financial picture into one place.
See what needs attention.
Move from the portfolio view to an individual company’s books, cash position, and supporting detail.
Be ready for the conversation.
Build monthly reports with the KPIs, statements, charts, and commentary your audience needs.
Your business stays in your control.
Company books stay separate. User permissions govern access. Prepared financial activity stays subject to the appropriate review.
Put a clearer financial picture
at the center of your business.
Questions owners ask
What is Bankable?
Bankable gives owner-led businesses an AI-powered CFO and bookkeeper at their fingertips. It is built to close the books faster, keep financial statements tied to the model, and turn reconciled actuals into forecasts and lender-ready models.
Who is Bankable for?
Owners, operators, and finance teams at small and midsize businesses who need clean books, sharper forecasts, and faster answers without adding a six-figure finance hire.
What does the workflow include?
Connect banking, vendors, customers, bills, invoices, loans, and assets. Categorize with rules and human review before activity hits the books. Close to a P&L, balance sheet, and cash flow. Forecast from reconciled months. Explain what changed. Share one source of financial truth with owners, operators, accountants, lenders, and investors.
Can operators record expenses by voice?
Bankable’s AI agent helps operators talk expenses into the ledger, answer finance questions, chase missing context, categorize activity, and queue items for human approval.
How is pricing decided?
Published plans are based on company count and included bank connections. They include unlimited users and daily bank sync, and they are not priced by user seats, company revenue, or transaction count. Current prices are on the pricing page.
Revenue is shown alongside expenses to illustrate the reporting layout. This fictional example shows how commentary sits alongside your financial statements.
Company ledger · September 2026 · Accrual basis
Fictional company and illustrative figures.