Product What it handles
Everything that piles up on the back-office desk.
Fidurant’s AI agents do the reading and drafting across bills, invoices, cash and month-end, guardrails check every number, and what you approve posts to QuickBooks Online. Every decision stays with you.
- Vendor bill
- Northwind Supply
- Invoice number
- INV-3381
- Due
- Nov 14
- Suggested
- 6100 Supplies
- Line
- 3 of 4
- Total
- 1,284.50
Drag the bill to tilt it, or focus it and use the arrow keys.
Bills & payables
- Bills read and coded
- Upload or photograph a bill. Fidurant reads it and suggests the account, with its reason.
- Three-way match
- Each bill is checked against its purchase order and what was actually received.
- Payment runs, prepared
- Approved bills are grouped into a payment run for you to approve. Above your limit, a second approver signs off.
- Recurring-bill radar
- Subscriptions and repeat bills are spotted, so a quiet price rise doesn’t slip by.
Fidurant never moves money. Payments are prepared for you to send from your own bank.
Invoices & receivables
- Aging at a glance
- Who owes you, how much, and for how long, pulled from your books.
- Reminder drafts
- Polite, escalating reminders are drafted for each overdue customer. The balance in every draft is computed by guardrails, never guessed. You review and send.
Cash & books
- QuickBooks Online, synced
- Accounts, vendors, customers and history are read daily or whenever you press sync, and the entries you approve post straight back.
- Bank reconciliation
- Upload a statement export and match it against your books line by line.
- Eight-week cash forecast
- What’s coming in and going out, worked out from your actual bills and invoices.
- Budgets & alerts
- Set a budget, get told when a category drifts past it.
Synced both ways: read daily, and what you approve posts back.
Month-end & year-end
- Close checklist
- The same month-end steps, every month, with nothing forgotten.
- Accountant package
- An archived bundle of the month for your accountant or bookkeeper to review.
- 1099 readiness
- See which vendors will need a 1099 and what’s missing before January.
- Sales-tax nexus watch
- A heads-up when sales into a state approach common thresholds. Information, not tax advice.
Purchasing & inventory
- Purchase orders & receiving
- Raise a PO, record what arrived, and let the bill match itself against both.
- Stock you can trust
- A stock ledger with reorder alerts and bills of materials for what you build.
Contracts & questions
- Contract terms on file
- Key amounts are quoted word for word from the contract and confirmed by a person, then used to check bills.
- Ask your books
- Ask a plain-English question about your numbers. Answers are computed from your records.
07 For bookkeepers
One console for every client.
The client console lists every business you work with, the ones that need you most at the top, one click apart. When a month closes, the package for review is already assembled.
Bakery,3 waiting · 1 held
- On hold: Packaging bill, bank details changed$965.00
- Flour and sugar delivery$1,140.00
- Oven repair$286.40
Property manager,1 held
- On hold: Roof repair bill, same number as one already paid$4,125.00
- October statement matched
- Month-end package drafted for review
Plumbing company,5 waiting
- Copper fittings bill$1,864.20
- Water heater parts$749.00
- Van fuel receipts (3)$216.55
Landscaping crew,2 waiting
- Mulch and stone delivery$1,280.00
- Mower repair receipt$164.80
- October statement matched
- Every client’s queue, ranked by what needs attention
- Month-end packages ready for your review
- Roles for owners, reviewers, uploaders and read-only viewers
- Each client grants you access to their own books, nothing more
Connections What it works with
Live today.
QuickBooks Online
Reads your chart of accounts, vendors, customers, bills and history, synced daily and on demand, and posts the entries you approve.
Documents
PDFs and phone photos of bills, receipts, purchase orders, contracts and statements.
Bank statements
Statement exports (CSV) for reconciliation, from any bank.
Coming next.
- Approved reminders sent straight from Fidurant
- A Fidurant address to forward bills to
- Direct bank feeds
- Employee receipts and expense claims
- Cash-flow what-ifs: “Can I afford this order?”
Pilot Now open
See it on your own books.
You get hands-on setup on your real books and a direct line to the people building Fidurant. We get your honest feedback, including the parts you don’t like.