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The platform

Your agents run on a general ledger they own. That is the architecture.

Futureproof is the accounting system, not a layer of dashboards on top of one. Every transaction, bill, invoice, forecast, and report posts to a single general ledger that Futureproof builds and maintains. The numbers your team acts on and the numbers in your books are the same numbers.

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See how it works

One system instead of a stack

The ledger does not sit beside your accounting software.It is the accounting software.

Most finance tools read from a system of record someone else owns, which is why the numbers disagree by the time they reach you. Futureproof keeps the record itself, and the tools you were stacking on top of it become agents that own the work end to end.

Replaces
Accounting software and a bookkeeper
Vic
Bookkeeper
Replaces
Revenue and margin analytics tools
Hugo
RevOps Analyst
Replaces
Spreadsheet forecast models
Margo
FP&A
Replaces
Data room and diligence folders
Nia
Investor Manager
Where the data comes from

Your data stays where it lives.It leaves as one set of books.

Connect the sources once, in a single sitting. From then on the agents pull what they need and post it to the ledger, so nothing depends on somebody remembering to export a file.

Banks and cards

Bank and card feeds connect read-only through Plaid, and Ramp and Brex connect directly. Balances and transactions post to the ledger daily.

Channels and billing

Marketplace settlements, store payouts, and subscription billing post with every fee type split to its own account.

Bills by email

Forward a supplier bill to your bills@ address. Theo captures it, codes it, and files it against the right account.

Accounting history

Your QuickBooks history comes across in a one-click migration, and other systems come across by file export, so the ledger opens with your past in it.

Sales channels
AmazonAmazon
eBayeBay
ShopifyShopify
TikTok ShopTikTok Shop
Billing and ad platforms
StripeStripe
Meta AdsMeta Ads
Google AdsGoogle Ads
RampRamp

Amazon and eBay connect directly. Shopify is in beta, and TikTok Shop is coming soon.

What each agent does on it

Six specialists.One record they all write to.

Each agent owns a lane of the finance function and posts its work to the same ledger, which is why the forecast, the margin math, and the books never drift apart.

  • Journal and bank
    Vic
    Vic
    Bookkeeper

    Posts every transaction, reconciles bank, card, and payout activity, and closes the books daily instead of at month-end. Anything that does not match is flagged for you rather than posted quietly.

  • Receivables
    Remi
    Remi
    AR Agent

    Issues invoices, paces reminders to how each customer actually pays, and applies cash back to the right open invoice.

  • Payables
    Theo
    Theo
    AP Agent

    Captures bills from your bills@ address, codes them, allocates landed cost per unit on a purchase order, and tracks every due date against the cash that exists.

  • Cash and forecast
    Margo
    Margo
    FP&A

    Builds the cash forecast from posted entries rather than a parallel spreadsheet, and prices a hire, a price change, or a bulk order as a scenario you can approve.

  • Revenue and margin
    Hugo
    Hugo
    RevOps Analyst

    Computes revenue metrics and contribution margin from the same ledger, with every variable cost inside the math instead of next to it.

  • Reporting and diligence
    Nia
    Nia
    Investor Manager

    Generates board decks and keeps the data room current from closed numbers, so diligence starts from finished books.

Controls

Nothing moves without you.Everything gets written down.

The agents work ahead of you and stop at the decision. Anything that would move money or change the books waits for your approval, and the record of what happened is part of the ledger rather than a log somewhere beside it.

  • Approve-everything mode: the agents draft and propose, you release.
  • An immutable audit trail: every action traceable to the entry it created and the agent that made it.
  • A monthly review call with a human financial specialist, included in every plan.
An illustrative overnight run.
Audit trailLast night
  1. 02:14
    Vic
    Vic

    Bank feed reconciled, cleared transactions matched

  2. 03:40
    Theo
    Theo

    Vendor bill #4471 coded and routed for approval

  3. 05:02
    Remi
    Remi

    Invoice #204 marked paid, cash applied

  4. 06:05
    Margo
    Margo

    Cash forecast refreshed from posted entries

  5. 08:22
    You

    Vendor bill approved after your review

Every row links back to the journal entry it created

One record, every answer

Three answers a founder or operator reads.All from one record.

Margin per channel, after every fee

Contribution margin per channel, after referral fees, fulfillment, shipping, returns, and ad spend, with acquisition cost and return on spend beside it. Ad spend sits inside the margin math rather than next to it.

Channel profit and loss summary rows month by month, with a panel floating over them showing customer acquisition cost, blended ROAS, blended POAS, and a margin of 87.31 percent.

Cash ahead, scenarios priced

Cash to date and cash ahead on one chart, built from posted entries. Change a driver and the projection redraws, so a hire, a price change, or a bulk order is priced before it is committed.

A cash balance chart with past months drawn solid and forecast months hatched, and a scenario control for annual cash inflow growth floating over it.

A profit and loss you can open

Revenue, cost of goods sold, and gross profit for the period that just closed. Every line opens to the entries underneath it, so the number in the meeting is the number in the books.

A profit and loss summary: total revenue of $558,000.00, the two cost of goods sold lines, total cost of goods sold of $80,889.95, and gross profit of $477,110.05.
Security

Financial data, handled like financial dataand read-only where it counts.

We handle sensitive financial data every day, and that shapes how the platform connects to your accounts. The connections that bring data in are read-only. The ledger those connections feed lives in Futureproof, and it belongs to you.

Encryption at rest
AES-256, the same standard used by leading financial institutions.
Encryption in transit
TLS/SSL on everything moving between your browser and our servers.
Infrastructure
Hosted on Vercel and Supabase in United States regions, with credentials and tokens encrypted at rest and every connection to the app over TLS.
Source connections
Bank and billing integrations are read-only. We can never move money or modify your accounts.
Where the books live
Your books, journal entries, and reports are built and kept inside Futureproof.
Your data
Export anytime, request deletion anytime, and 30 days to retrieve everything if you cancel. We never sell your personal information.
Read the security page

Before you startthe things people ask.

One general ledger with six AI agents working on it, plus a workspace where you see everything they do. The agents categorize, reconcile, invoice, pay, forecast, and report; you review and approve. It replaces your accounting software and the spreadsheets around it.

They ask when something is ambiguous, flag what needs attention, and wait for your approval on anything that matters, like a large payment or an unusual transaction. You stay in control without doing the data entry.

Pricing starts at $1,000/month for all six agents and the ledger, with a monthly review call with a human financial specialist included. No per-seat fees, no modules. Larger or more complex businesses are scoped individually, so those are priced on a call.

Yes. Accountant access is built in, with the reports your CPA needs and clean, current books to work from, which means less cleanup at tax time.

Everything exports any time: CSV, XLS, PDF. No lock-in.

Your Numbers. Your Answers. Smarter Moves.

One ledger.Six agents working on it.

Connect your accounts and let the first close run overnight. In the morning you get finished books, the decisions waiting on you, and a record of everything that happened while you slept.

Start 14-day trialSee how it works first

All six agents, starting at $1,000/month. No per-seat fees and no modules.