Executive-grade finance,built for growing businesses.
Record revenue and expenses, approve with confidence, analyze with AI, and share reports — all in one secure workspace per company.
Revenue MTD
$248,900
Expenses MTD
$142,180
Net result
$106,720
Pending approvals
7
Everything you need to run finance
One secure workspace per company. Row-level tenant isolation. Built-in approvals.
Revenue & Expenses
Draft, submit, approve, and post — with attachments, multi-currency, and audit trail.
Approvals & Controls
Configurable thresholds, delegation, and posting/reversal rules for financial integrity.
UMG Finance Advisor
AI analysis scoped to the user’s permissions — drafts budgets, reports, and forecasts.
Bulk Import
CSV, Excel, and bank statement mapping with staging, validation, and rollback.
Roles & Permissions
Six built-in roles plus per-user overrides. Enforced in the database, not just the UI.
Tenant Isolation
Row-Level Security on every table. Companies never see each other’s data.