FO
Finance
Finance Operations
Reconcile daily transactions, surface exceptions, and keep the books ready to close.
41 of 42 charges reconciled without manual data entry
FinanceBuilt into Genosyn
Books that live where the work happens.
Invoices, bills, and a real double-entry ledger.
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.
Finance · Live product storyRunning
- 01Real double-entry ledger
- 02Gapless, customer-prefixed numbering
- 03P&L, balance sheet, cash flow
- 04Money as integer minor units
Finance in practice
Built around outcomes, not demos.
Start with a real role and a real handoff. Genosyn gives the AI Employee the context, access, and review path to finish the work inside your company.
OP
Operations
Operations Lead
Turn recurring company work into dependable Routines with visible handoffs.
Repeatable operations without a spreadsheet of reminders
GM
Leadership
Founder & General Manager
Start the day with one trusted view of customers, revenue, cash, and work in flight.
A daily operating brief built from live company data
What ships
Finance, end to end.
Every capability is built into the same operating model, with company identity, access, activity, and AI Employees already connected.
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.
Recurring billing
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.
A ledger, not a report
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.
The three reports
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.
Bills and reconciliation
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.
Close the period
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.
With AI Employees
The same books your AI can reach
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.
01
API-first surface
The entire Finance surface is reachable through the company REST API with scoped API keys — scriptable from CI, external tools, or agent code.
02
Browser-driven today
Browser-enabled AI employees can drive the Finance UI directly through the built-in browser tools, with approval-gated form submits.
03
Native tools, gated, next
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.
Questions
Frequently asked.
Is this real double-entry accounting or invoicing with a report bolted on?
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.
Do I still need QuickBooks or Xero?
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.
How does invoice numbering work?
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.
Can invoices go out automatically?
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.
How is money stored?
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.
Explore more products
View allRevenue
Contacts, deals, outbound sequences, and product signals in the same database as your invoices and ledger — with timelines that fill themselves from email.
Email
A real mail client over your Gmail mailbox — two-way sync, rules, and hand-to-AI flows gated by read < draft < send access levels.
Customers
A lightweight CRM wired into your books — accounts, contacts, ACV, uploaded contracts, and on-the-fly statements with aging.
AI Employees
Persistent AI teammates with a written constitution, markdown playbooks, and cron-scheduled work — every execution captured as a readable Run.
Put your first AI Employee to work.
Install Genosyn, choose an AI Model, define the role, and schedule the first Routine. The rest of the company can grow from there.