Solution

Financial order

In short

Automatically connects bank, payment processors, tax authority and cards, and sorts your business money without you entering a single transaction by hand. It categorizes income and expenses, warns about due dates and leaves everything exported for the accountant.

0
transactions entered by hand: everything arrives through automatic connection
4 sources
connected from day one: bank, payment processors, tax authority and cards
3 to 7 days
to go live, account connection included
The problem

What happens in the business today

Money comes in and goes out from every direction: the bank, payment apps, cash, cards. To know what the month actually earned you have to pull it all together by hand into a spreadsheet, and that never happens. The result is that the owner does not know how the business is doing until the accountant closes the month, two weeks late.

The solution

What is included

Automatic source connection

Bank, payment processors, tax authority and cards. Transactions arrive on their own, no manual entry.

Statement reading with AI

PDF statements and invoices are read through AI vision and turned into transactions.

Automatic categorization

Income and expenses classified on their own, with rules that learn from your corrections.

Due date alerts

Taxes and payments coming up, flagged before, not after.

Clean export for the accountant

No more sending everything in a mess at the end of the month.

Who it is for: Retail, sole traders and small taxpayers, independent professionals, and accounting firms that want to offer it to their client base.
How we work

From the first call to a running system

30 minute call

You tell us what eats your time or money. If we cannot help, we say so right there.

No strings attached

Prototype in ~10 days

We show you the solution running with sample data before you pay anything.

Free

Rollout in 2 to 6 weeks

Fixed price, no surprises. We leave it running and train your team.

We measure and scale

The monthly plan covers support, improvements and a report on how much you are saving.

Frequently asked questions

What people ask about this solution

Is it safe to connect my bank?
Access is read only: transactions are read, money is never moved. And we do not store your banking credentials in plain text, nor use them for anything other than pulling the transactions you authorized.
I already have an accountant, what do I gain?
Two things. The accountant receives everything clean and on time, which simplifies their work. And you see how the business is doing every day, instead of finding out when the month closes.
Does it work if most of my sales are cash?
Yes. Cash is entered in two taps from the phone and stays integrated with the rest. What gets automated is everything else, which is usually the bulk of the volume.
Is it useful for a one person business?
Yes, and it is one of the cases where the difference is most visible: that is exactly the profile with no time or structure to keep books up to date.

Tell us what is eating your time.

A 30 minute call, no strings attached. You walk away with a clear diagnosis and, if it makes sense, a free prototype in 10 days.

Book your call

Or by email at hello@conver.studio