Your team spends month-end chasing reconciliations, untangling uncategorized transactions, and rebuilding the same client reports by hand. Kirality gives your firm a team of AI agents that work inside your own ledger, banking, and CRM — surfacing what needs attention and drafting the work, so your accountants review and approve instead of starting from scratch. Connect QuickBooks, Xero, and your bank feed in about five minutes; nothing posts or sends without your click.
From $999/mo · Setup in ~5 minutes · BYOK on Anthropic, OpenAI, or Bedrock
Reconciliation, accruals, and tie-outs pile up at the worst time. Senior staff burn billable hours on rote categorization instead of advisory work clients actually pay for.
Invoices slip past due, follow-ups get forgotten, and cash gets tight before anyone notices. Collections depend on whoever remembers to check the aging report.
Each fractional CFO engagement means assembling the same cash-flow summaries, variance notes, and board-ready packets manually — duplicated effort across every client.
Odd entries, duplicate charges, and miscategorized expenses sit unreviewed until close, then trigger a scramble to trace and correct them.
Agents read your QuickBooks or Xero ledger and bank feed, propose matches and categories for uncategorized transactions, and flag duplicates and anomalies — your accountant approves or corrects before anything posts.
The operator watches invoice aging and drafts client-ready payment reminders the moment something goes past due. You review the message and recipient, then send with one click.
Agents forecast cash position and runway from real bank and invoice data, and surface a heads-up when a client is trending toward a crunch — turning point-in-time reports into a forward-looking signal.
For each fractional CFO or advisory client, agents assemble cash summaries, variance notes, and update drafts on a cadence you set, so you walk into every meeting with a packet to refine, not write.
No. Every action is human-in-the-loop. Agents propose reconciliations, categorizations, reminders, and reports as drafts, and nothing posts to your ledger or sends to a client until one of your people reviews and approves it.
Kirality connects to QuickBooks and Xero for your ledger, bank and transaction feeds, payment tools like Stripe and Square, payroll, e-signature, and your CRM — part of 60+ supported business tools. It works in your existing stack rather than replacing it.
Yes. Kirality is multi-tenant with strict per-tenant isolation, so each firm's and client's data stays separate, and you stay in control of every action. You bring your own AI key (Anthropic, OpenAI, or AWS Bedrock). Kirality does not provide tax, accounting, or financial advice — your professionals make every judgment call.
Pick your industry. Get a workspace seeded with agents that know your space. Start building in minutes.
Build from day one. Billed from day one. Cancel anytime.
We use strictly-necessary cookies to keep you signed in and to protect this form against CSRF. With your permission we also use functional cookies (theme, dismissed tooltips) and analytics cookies that help us spot bugs and slow pages. Read our cookies policy or privacy policy for details.