Stone three  /  Money

Your numbers, current, without you touching them.

“I am not letting an AI near my accounts.”

That is the real reason, and it is a fair one. Here is what actually happens instead.

Money

What you do

  • Connect only the accounts you approve
  • Set the thresholds
  • Read the monthly pack

That is the whole list. If it is longer than this, we have built it wrong.

What we take off your plate, permanently

  • Categorizing every transaction
  • Chasing the receipts
  • Preparing the reconciliation
  • Tracking every filing deadline
  • Gathering the tax documents before your accountant asks

Every one of these is counted, and the count lands in your monthly ledger.

What this stone enhances
  • Accounting and bookkeeping, kept current
  • Tax strategy development, planned not scrambled
  • Personal finances, in the same place as the business
Time back
4 to 7 hours a week

A design target, not a promise. Your assessment replaces it with your own number, and the monthly ledger proves it or does not.

The starting questionnaire

Three questions, then this stone is planned

Every stone opens with its own short questionnaire. Your answers generate two lists at once: the steps only you can take to reach the goal, and the work the agent takes over. The assessment on the home page runs all seven stones in one pass.

Security posture

Least privilege, and you approve each connection

Read-only until you say otherwise. Revocable in one click. Every connection appears in the monthly access report, whether or not anything went wrong.

The other stones