Fortune App

The platform ingests bank transactions primarily through Plaid, which covers over 12,000 institutions. For accounts not reachable via Plaid, users can upload CSV files or PDF statements; the system applies AI-assisted column mapping to convert those documents into structured data (per the firm’s website, 2026). A public API is also available for direct integrations.

Fortune App currently supports USD, EUR, GBP, and CAD. Transactions in any of those currencies reconcile into the user’s chosen base currency, with exchange rates refreshed daily through the platform’s forex service (per the firm’s website, 2026). The firm advises that businesses operating primarily outside those four currencies may not find the product suitable today.

The platform pairs standard double-entry bookkeeping with forecasting tools that generate rolling budget projections, sales and revenue estimates by product or service, and production-cost forecasts based on operational data (per the firm’s website, 2026). These forward-looking models draw on categorized transaction history rather than requiring separate data uploads.

The firm states that payroll integrations are on the near-term roadmap but are not yet live. The website’s communications posture indicates upfront honesty about missing integrations — they recommend users confirm payroll compatibility before adopting the platform (per the firm’s website, 2026).

Fortune App includes a duplicate detector that automatically flags transfers between a user’s own linked accounts, which the firm identifies as the most common source of double-counting (per the firm’s website, 2026). The system also allows users to set custom transaction rules for recurring entries, though the firm cautions that identical same-day vendor charges may still require manual review.

Only team members and accountants explicitly invited by the customer can view the books; the company does not sell data and states that only a small on-call engineering group can access production environments (per the firm’s website, 2026). Users can export their full accounting data to CSV or Excel at any time — including before canceling — with no additional export fee, and those files import directly into QuickBooks or Xero.