# Less back-office work. More control of your business.

AI CFO for owner-led businesses

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.

Bankable gives owner-led small and midsize businesses an AI-powered CFO and bookkeeper: daily bank sync, reviewable books, financial statements tied to the model, and forecasts from reconciled months, including lender-ready models and capital package preparation.

## Close Your Book Faster than Ever.

Stop waiting on spreadsheets, stale exports, and manual review loops. Bankable gives your team daily bank sync, rules, review queues, journal-ready activity, and financial statements that stay tied to the model.

## Let operators talk expenses into the ledger.

Bankable’s AI agent helps answer finance questions, chase missing context, categorize activity, and prepare the books without forcing every operator into accounting software.

## The finance workflow most SMBs wish they could hire.

Bankable replaces the expensive coordination layer between bookkeeping, reporting, forecasting, and decision support.

### Connect

Pull banking, vendors, customers, bills, invoices, loans, and assets into one finance workspace.

### Categorize

Let Bankable learn your rules, flag unknowns, and keep review control before anything hits the books.

### Close

Move from messy activity to clean P&L, balance sheet, cash flow, and account-level detail faster.

### Forecast

Turn reconciled actuals into account-level forecasts, seasonality, cash needs, and lender-ready models.

### Explain

Ask your AI agent what changed, why margins moved, where cash went, and what needs attention.

### Share

Give owners, operators, accountants, lenders, and investors a cleaner source of financial truth.

## Know what happened, what it means, and what to do next.

Your AI agent should be able to explain the close, flag messy accounts, show cash runway, and keep every number tied back to transactions, journal entries, and forecast assumptions.

- Account-level P&L, balance sheet, cash flow, and drilldown support
- Forecasts that start from reconciled months and respect seasonality
- Rules, tags, approvals, and audit trail before activity hits the books

## Get CFO-level visibility before you can justify a CFO-level salary.

Bankable is built for owners who need clean books, sharper forecasts, and faster answers without adding another six-figure finance hire.

### For owners

See cash, margins, liabilities, and forecast changes without rebuilding the model every week.

### For operators

Answer transaction questions, upload support, and keep the close moving from one workflow.

### For finance teams

Produce cleaner reports, stronger variance notes, and audit-ready backup faster.

## 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.

## Close faster. Forecast better. Ask smarter questions.

Put an AI CFO workflow inside the books you already run.

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