Four Systems, One Standard
Everything on this page is live in production today, either in Finance OS or in systems running real businesses. No slideware.
Finance OS
The finance back office for US companies, especially LLCs run by international founders. Connect a bank and the books keep themselves.
- Bank feeds via Plaid, Mercury and Wise, categorized by AI
- Real double-entry books: P&L, balance sheet, cash reports
- Invoices with Stripe payment, auto-chase, and a Monday digest
- Compliance calendar with reminders ahead of every deadline
- Document vault with camera-to-books bill capture
- Ask CG: an assistant that answers from your live books
Business OS
Custom operating systems for service businesses: the whole practice in one tab instead of eleven.
- CRM and pipeline built around your actual workflow
- Client portals with onboarding, documents, and approvals
- Ops boards with team roles and full audit trails
- WhatsApp-native workflows for teams and clients
- Reports and digests your leadership actually reads
Commerce OS
Retail and delivery platforms with the operations baked in, not bolted on.
- Storefronts with live inventory and search
- Customer accounts, wishlists, and checkout
- Delivery and fulfilment dashboards per role
- Camera-to-catalog product capture
AI Agents
Assistants that answer from your live business data and act inside the tools you already use.
- In-app copilots grounded in real records, not guesses
- WhatsApp agents that qualify leads and capture expenses
- Automated digests, reminders, and follow-ups
- Human handoff when judgment is needed
Free While In Beta
Custom builds are scoped and quoted per project. Finance OS is simple:
$0
Every feature included, no card required, through December 31, 2026
- Unlimited transactions and invoices
- Bank feeds, reports, and Ask CG
- Compliance calendar and reminders
Early users keep founder pricing when paid plans launch.
Serious About The Boring Parts
Every system we ship runs on the same discipline. Here is exactly how your data is protected.
Encrypted Everywhere
TLS on every connection, AES-256 at rest, bank tokens sealed with an extra AES-256-GCM layer.
Your Credentials Stay Yours
Bank login happens inside Plaid Link. We never see or store your banking password.
Isolated By Design
Every query is scoped to your workspace with Postgres row-level security.
Nothing To Phish
Passwordless sign-in with single-use email links. No MyCG password exists to steal.
Certified Foundations
Built on SOC 2 certified platforms: Vercel, Supabase on AWS, Plaid, and Stripe.
Your Data, Your Call
Export or delete your data any time. Disconnecting a bank revokes its token immediately.