The General Ledger that builds itself around your business

Complex queries, grounded — with managed memory

A knowledge graph of your canonical entities — ledgers, SKUs, customers, vendors, contracts, channels, campaigns — grounds retrieval in real, linked data, and complex requests are decomposed into task DAGs with sequential and parallel steps. Memory is managed in three tiers. Working memory carries state across whole business lifecycles — a reporting run, an order flow, an A/B test, a campaign — not just a chat session. Procedural memory learns your playbook: it suggests best practices, automates recurring agentic watch routines, and remembers your corner cases and business peculiarities. And a belief state — a confidence-qualified snapshot of the business (what's reconciled, what's stale, forecast confidence) — is served to outside agents as structured MCP content, so their decisions start from what the ledger actually knows.

• Knowledge-graph RAG over mastered data
• Working memory — full lifecycle support: reporting · orders · A/B · campaigns
• Procedural memory — best practices, watch routines, your corner cases
• Belief-state snapshots for outside agents via structured MCP tools

Source enrollment & connector management

Enroll and manage data sources through the same governed layer: marketplaces, payment processors, 3PLs, ad platforms and banks. The agent watches data quality continuously — stale connectors, unsynced channels, bank-feed gaps, missing COGS — and flags affected analytics as data-incomplete rather than letting them mislead you.

• Shopify · Amazon SP-API + Advertising · ShipBob · Stripe · Plaid
• Connector health monitoring
• Missing-data detection & flagging
• Tokens never passed through to upstream sources

Enabling the Agentic Finance network — connected, authorized agents

The platform provides the enabling capabilities for a network of connected, authorized agents working over the ledger: it slices each client's inventory into segments — product categories or even individual SKUs, across all sales channels — and exposes each segment for scoring by each participating FI, to be negotiated and financed under that lender's own risk appetite: its limits, sectors and concentration rules. One merchant book, many lenders — the platform gives each the tools to finance the slice it understands and prices best.

Scoring stays live: exposure, seasonality, product demand and brand affinity are re-scored as data lands, and agents alert lenders before arrears — not after. Every agent operates under supervised autonomy: authorized with granular, least-privilege scopes, walled off by the two-sided MCP so external agents never see encrypted or identifying data, with human-in-the-loop thresholds and versioned, attributable processes throughout.

This is the machinery behind the continuous credit facility — see how it lands for merchants and lenders.

• Per-SKU / per-category scoring across all channels
• One book, many lenders — each FI finances its slice to its own risk appetite
• Re-scoring as data lands · alerts before arrears
• MCP wall — no encrypted or identifying data to external agents

An agent that watches the books

Beyond answering questions, the agent monitors continuously and notifies proactively across six categories — critical analytics, GL findings, balance-sheet conditions, missing data, settlement issues and compliance — with user-configurable thresholds, routing and escalation, no code required. Every alert links to the underlying transactions with a plain-language explanation.

• Margin erosion · CAC anomalies · cash-runway breach
• Unbalanced entries · duplicate postings
• Payout discrepancies · fee anomalies
• Thresholds & routing you configure — email, Slack, webhook

Hypotheses generated from your data

The agent analyzes your ledger and proposes tests worth running — champion-segment offers, at-risk reactivation, first-buyer onboarding, bundle vs. single-product discounts, discount types from percentage to BOGO. You approve which hypotheses go live.

• AI-generated test hypotheses
• Segment-aware: champion · at-risk · new customers
• Bundle & discount strategy tests
• Human approval before launch

Each variant gets its own ledger

Every test arm runs on an isolated sandbox ledger scoped to its SKUs, campaign and channel. Results are measured in ledger terms — conversion and AOV, but also net profit, margin impact and cash effect — with statistical significance before a winner is called.

• Isolated ledger per variant
• Margin & net-profit measurement
• Statistical significance gates
• Scenario levers for what-if modeling

Projected ROI before you scale

Winning variants are projected forward using forecast tools built on the same signals as the scoring engine — turnover, seasonality, channel-audience fit, ad-spend efficiency. Promote the winner into production with its campaign tag, and track realized vs. projected ROI on the same ledger.

• Projected ROI per variant
• Promote winner to production
• Realized vs. projected tracking
• Losers auto-expire (TTL)