Your AI-powered
finance team.
Ask questions in plain English. Get financial statements, tax reports, anomaly investigations, and month-end close automation. 90+ AI tools that understand your financial data.
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How It Works
Connect your data, ask the AI, close your books.
Connect Your Sources
Securely connect payment processors, banks, and accounting tools with OAuth. Read-only access, zero money movement.
AI Analyzes Everything
90+ AI tools automatically detect anomalies, reconcile transactions, generate reports, and surface insights from your data.
Close & Report
Generate financial statements, tax reports, and evidence packs. Lock periods, export, and close your books with confidence.
AI-Powered Financial Intelligence
Ask questions in plain English. Get charts, exports, anomaly investigations, and compliance answers instantly.
Natural Language Queries
"Show me revenue by product last quarter" or "Investigate the duplicate charges from last week" -- ask anything about your finances.
Automated Case Management
AI creates cases from anomalies, investigates root causes, and recommends resolutions automatically.
Instant Charts & Exports
Generate visualizations, CSV/Excel/PDF exports, and investor-ready reports from a single prompt.
Core Platform
The foundation for fast, accurate month-end close.
Period-Locked Snapshots
Lock your financial data at any point in time. Reproducible, audit-ready snapshots that prevent month-end surprises.
Payout Reconciliation
Multi-strategy matching engine ties gross activity to payouts and bank deposits. Upload bank statements for complete reconciliation.
Evidence Packs & Exports
Generate accountant-ready exports in CSV, Excel, and PDF. Complete evidence packs with audit trails and reconciliation bridges.
Financial Statements & Reporting
Full financial statements generated by AI from your connected data sources.
Income Statement
Revenue, COGS, expenses, and net income with period comparison.
Balance Sheet
Assets, liabilities, and equity snapshot at any point in time.
Cash Flow Statement
Operating, investing, and financing activities with payout tracking.
Month-End Close
Close checklists, validation, sign-off workflow, and general ledger review.
Plus: Trial balance, general ledger, monthly P&L series. Accrual and cash basis. All AI-generated.
Tax & Compliance
Stay compliant with automated tax reporting from your financial data.
Sales Tax Nexus
AI identifies where you have tax nexus based on transaction geography.
1099-K Tracking
AI-automated 1099-K reporting readiness from your connected payment data.
Quarterly Estimates
Generate quarterly tax estimate reports for timely filing.
Annual Summary
Comprehensive annual tax summary for your accountant.
Advanced Analytics
SaaS metrics, forecasting, and investor-ready reports powered by AI.
Unit Economics
MRR, ARR, LTV, churn rate, net revenue retention, and ARPU calculated automatically from your connected data.
Forecasting
AI-driven cash flow forecasts and revenue projections based on your historical data and trends.
Investor Reports
Cohort analysis, fee optimization, working capital reports, and one-click investor report generation.
Workflows & Automation
Automate recurring tasks and build approval workflows for your finance team.
Approval Workflows
Multi-step approvals for exports, reconciliation sign-off, and journal entries.
Automation Rules
Set rules for automated syncing, anomaly alerts, and scheduled report generation.
Scheduled Jobs
Schedule data syncs, exports, and reports to run on your timeline.
Security & Access
Read-Only Data Access
We never modify your source data or move money
Least-Privilege OAuth
Only the minimal scopes needed, encrypted at rest and in transit
Team & RBAC
Role-based access control with team invitations and audit logging
Connects With Your Stack
Bring data from multiple sources into one financial platform.
What Finance Teams Say
"We used to spend 3 days reconciling payouts in Excel every month. Now I just ask the AI and it's done in 20 minutes."
Sarah M.
Controller, SaaS Company
"The anomaly detection caught a duplicate charge pattern we'd been missing for months. The AI investigated it and created a case automatically."
James K.
Fractional CFO
"The AI generates exactly the financial statements and tax reports my accountant needs. No more manual formatting."
Rachel P.
Founder, E-commerce
Backed and Funded By
Built by engineers working on high-stakes operational data.
Frequently Asked Questions
Elixdger is an AI-powered financial intelligence platform. Connect your payment processors, banks, and accounting tools, then use 90+ AI tools to generate financial statements, tax reports, anomaly detection, reconciliation, and accountant-ready exports. It also handles month-end close, case management, and advanced analytics like MRR, ARR, churn, and cohort analysis.
Elixdger integrates with Stripe, QuickBooks Online, Plaid, Brex, Mercury, Adyen, and Slack. For QuickBooks, we support full journal entry posting and chart of accounts sync. All connections use OAuth with least-privilege scopes.
The AI generates 14+ financial reports including income statements, balance sheets, cash flow statements, trial balance, unit economics (MRR, ARR, LTV, churn), revenue and cash flow forecasts, cohort analysis, investor reports, tax summaries, and fee optimization reports. All reports support both accrual and cash basis accounting.
The AI assistant is powered by Anthropic Claude models across three tiers (Haiku for speed, Sonnet for balance, Opus for complex analysis). It has 90+ specialized financial tools and understands natural language. Ask questions like "Show me revenue by product last quarter" or "Investigate the duplicate charges from last week" and get instant answers with charts, exports, and investigations.
All payment source connections are read-only. We never initiate payouts, transfers, or modify your source data. We use least-privilege OAuth scopes. For QuickBooks, we only post journal entries that you review and approve.
We use least-privilege access, encrypt data in transit and at rest via MongoDB Atlas, and only store what's needed for snapshots and exports. Each export is reproducible and includes IDs and logic notes for full auditability.
Under 5 minutes. Connect your data sources with OAuth, and the AI begins syncing, analyzing, and detecting anomalies automatically. Your first financial reports are ready within minutes.
Ready to close books faster?
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