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.

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.

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.