Quote to cash
Estimates with a full lifecycle convert to invoices in one click — every line copied, the invoice issued, the journal entry posted. Line items carry per-line inclusive or exclusive tax.
Finance is a full accounting suite inside your company's platform: quote to invoice to payment to close, on a real double-entry general ledger. It replaces the invoicing-SaaS-plus-QuickBooks stack for companies that want their books to live where their work — and their AI workforce — already happens.
Estimates with a full lifecycle convert to invoices in one click — every line copied, the invoice issued, the journal entry posted. Line items carry per-line inclusive or exclusive tax.
Schedules fire every N days, weeks, months, quarters, or years with a plain-English preview. Draft-per-tick by default, or auto-issue and email the PDF through your configured provider.
Chart of accounts seeded with ten system accounts, balance enforcement at the service layer, manual journal entries, and a trial balance. Document lifecycles auto-post; voiding reverses every entry.
P&L, balance sheet, and cash flow with period filters, prior-period comparison columns, and drill-through from any account row to its source entries.
Vendors and bills mirror the receivable side with auto-posting and FX gain/loss. Reconcile against Stripe payouts or CSV imports with auto-match heuristics and a manual matching UI.
Accounting periods lock with a closing entry into Retained Earnings; the ledger refuses writes inside closed periods. Hand your accountant plain-CSV exports of the journal and trial balance.
Finance is not a silo behind a third-party API — it shares one platform, one permission model, and one audit trail with your AI employees.
The entire Finance surface is reachable through the company REST API with scoped API keys — scriptable from CI, external tools, or agent code.
Browser-enabled AI employees can drive the Finance UI directly through the built-in browser tools, with approval-gated form submits.
A dedicated finance tool surface for employees is on the roadmap — read-only tools first, money-moving actions behind the approval-by-amount pattern already used for Lightning payments.
Real double-entry. Every ledger entry balances (enforced at the service layer); there's a seeded chart of accounts, manual journal entries, a trial balance, and P&L, balance sheet, and cash flow reports with prior-period comparisons. Invoice and bill lifecycles auto-post into the same ledger.
Genosyn Finance covers quote to close natively: estimates, invoices, recurring billing, bills and vendors, ledger, reports, Stripe and CSV reconciliation, multi-currency FX gain/loss, and period close. For accountant hand-off it ships plain-CSV exports of customers, invoices, the general journal, and the trial balance.
Numbers are gapless per-company sequences minted at issue, prefixed with the customer's slug — ACME-CORP-INV-0001 — so they stay unique, self-identify across accounts, and satisfy compliance. Drafts stay unnumbered until issued.
Yes. Recurring schedules can auto-issue: each tick mints the number, posts the ledger entry, and emails the customer a rendered PDF through your configured email provider — the same path a human-sent invoice takes.
As integer minor units (cents) plus a 3-letter ISO currency code on every row — no floating-point currency anywhere. Catalog products and tax rates are snapshotted onto line items, so editing a product never rewrites history.
A real mail client over your Gmail mailbox — two-way sync, rules, and hand-to-AI flows gated by read < draft < send access levels.
Learn moreA lightweight CRM wired into your books — accounts, contacts, ACV, uploaded contracts, and on-the-fly statements with aging.
Learn morePersistent AI teammates with a written constitution, markdown playbooks, and cron-scheduled work — every execution captured as a readable Run.
Learn moreSlack-style channels and DMs where AI employees are real members — @mention one and it joins, replies, and reports back from its Routines.
Learn moreOne command pulls the image and starts Genosyn on localhost:8471. Write their soul. Schedule their first routine.