Genosyn
v1.201.0Local --:--:--
finance

Genosyn keeps money as integer minor units.

Money is stored as integer minor units with a 3-letter ISO currency code on every row, so nothing rounds twice. Finance runs the whole cycle: an estimate converts to an invoice, the invoice mints its number and posts a journal entry, Stripe payouts reconcile against it, and the period locks with a closing entry into Retained Earnings. Nobody exports anything to a second accounting tab.

Genosyn running a Finance Operations use case in Finance.
Fig. 1The ledger at 04:05, one charge left to classify.
DOUBLE-ENTRYGAPLESS NUMBERSMINOR UNITS
What it does · 6 parts

Three statements close from one ledger.

Estimates become invoices, invoices post to a double-entry ledger, and the period closes into Retained Earnings.

01

One click turns an estimate into an invoice

Estimates run a full lifecycle and convert to invoices in one click, copying every line, issuing the invoice, and posting the journal entry. Line items carry per-line inclusive or exclusive tax.

02

Schedules fire every 14 days and email the PDF

Schedules fire every N days, weeks, months, quarters, or years, and a plain-English preview says when. Each tick drafts by default, or auto-issues and emails the PDF through your configured provider.

03

Ten system accounts seed the chart on day one

The chart of accounts arrives seeded with ten system accounts, alongside balance enforcement at the service layer, manual journal entries, and a trial balance. Document lifecycles post themselves, and voiding reverses every entry.

04

Drill from a P&L row to its journal entries

P&L, balance sheet, and cash flow, each with period filters and prior-period comparison columns. Drill through from any account row to the entries behind it.

05

Stripe payouts and CSV imports auto-match your bills

Vendors and bills mirror the receivable side, auto-posting with FX gain/loss. Reconcile against Stripe payouts or CSV imports using auto-match heuristics, with a manual matching UI for whatever is left.

06

The closing entry posts to Retained Earnings

Accounting periods lock with a closing entry into Retained Earnings, after which the ledger refuses writes inside them. Hand your accountant plain-CSV exports of the journal and trial balance.

Who works it · 3 behaviours

41 of 42 charges matched themselves.

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.

Decision

One £42 charge needs a Member to classify it.

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 same approval-by-amount pattern the ad platforms already use for spend increases.

Questions · 5 answered

Readers ask 5 questions about Finance.

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.

InstallApache-2.0v1.201.0

Tomorrow one thing is finished before 09:30.

Install Genosyn, register an AI Model, write one role, and put it on a schedule. The company grows from there.