Platform Features

The Complete Financial Platform

From AI-powered automation to enterprise compliance, discover every capability that makes Algebra Verse the most powerful financial platform.

Start Free TrialView Pricing
AI Copilot in action - natural language financial queries with instant intelligent responses

AI & Automation

Intelligence that learns and acts

Algebra Verse is built AI-first. Our models understand finance deeply, automating routine tasks while providing intelligent insights.

AI Copilot

Your intelligent financial assistant available 24/7. Ask questions in natural language, get instant answers with source citations.

  • Natural language queries
  • Context-aware responses
  • Source attribution
  • Conversation memory

Smart Categorization

ML-powered transaction categorization that learns from your corrections. Achieves 95%+ accuracy after initial training.

  • Machine learning models
  • Learns from corrections
  • Batch categorization
  • Confidence scores

Auto-Reconciliation

Intelligent matching algorithms that reconcile transactions automatically with 99% accuracy.

  • Multi-rule matching
  • Exception handling
  • Audit trail
  • Bulk processing

Document Intelligence

Upload invoices, receipts, and statements. Our AI extracts data, creates entries, and links to transactions.

  • Multi-engine OCR
  • Data extraction
  • Auto-categorization
  • Document linking

Email Ingestion

Connect Gmail or Outlook. We find financial emails, extract attachments, and process them into your books.

  • Gmail & Outlook
  • Attachment extraction
  • Classification
  • Auto-processing

Anomaly Detection

AI monitors transactions 24/7, flagging unusual patterns, potential fraud, and compliance risks.

  • Pattern detection
  • Fraud alerts
  • Compliance monitoring
  • Real-time analysis

Predictive Forecasting

ML-powered cash flow forecasting with scenario planning. 13-week forecasts with stress testing.

  • Cash flow forecast
  • Scenario planning
  • Sensitivity analysis
  • Stress testing

Automation Studio

Build custom automations with a visual workflow builder. Trigger actions based on events and conditions.

  • Visual builder
  • Event triggers
  • Conditional logic
  • AI agent integration

Core Accounting

Enterprise-grade financial management

Double-entry accounting built on GAAP/IFRS principles. Multi-currency, multi-entity, and audit-ready from day one.

Double-Entry Ledger

Proper double-entry bookkeeping with journal entries, trial balance, and general ledger.

  • GAAP/IFRS compliant
  • Immutable entries
  • Approval workflows
  • Auto-reversal

Bank Connections

Connect all your bank accounts via Plaid. Automatic transaction import and balance sync.

  • 10,000+ institutions
  • Real-time sync
  • Balance tracking
  • Transaction import

Multi-Currency

150+ currencies with real-time exchange rates. Automatic forex gain/loss calculations.

  • 150+ currencies
  • Real-time rates
  • Forex tracking
  • Revaluation

Multi-Entity

Manage multiple companies, subsidiaries, and locations. Intercompany transactions and eliminations.

  • Unlimited entities
  • Intercompany
  • Eliminations
  • Consolidation

Invoicing & AR

Create and send professional invoices. Track payments, collections, and customer balances.

  • Invoice templates
  • Payment tracking
  • Collections
  • Credit management

Bills & AP

Enter and manage vendor bills. Payment runs, 3-way matching, and vendor credits.

  • Bill management
  • Payment runs
  • 3-way matching
  • Vendor credits

Treasury

Cash management, payment processing, and bank reconciliation in one place.

  • Cash management
  • Payment processing
  • Reconciliation
  • Cash flow

Financial Close

Streamlined month-end and year-end close with checklists, period locks, and signoffs.

  • Close checklists
  • Period locks
  • Approval workflow
  • Audit package

Reporting & Analytics

Real-time insights and analysis

From standard financial statements to custom reports and board packs. Always up-to-date, always accurate.

Financial Statements

P&L, Balance Sheet, and Cash Flow statements generated in real-time. Drill down to transaction level.

  • Income Statement
  • Balance Sheet
  • Cash Flow
  • Statement of Equity

Custom Reports

Build any report you need with our visual report builder. Save, schedule, and share.

  • Visual builder
  • Custom dimensions
  • Scheduling
  • Distribution

Dashboards

Real-time dashboards with KPIs, charts, and widgets. Customizable for any role.

  • Real-time data
  • Custom widgets
  • Role-based
  • Mobile-ready

Variance Analysis

Budget vs actual, period comparisons, and trend analysis with AI-generated narratives.

  • Budget variance
  • Period comparison
  • Trend analysis
  • AI narratives

Trial Balance

Real-time trial balance with period selection, dimension filtering, and export options.

  • Real-time
  • Period selection
  • Dimensions
  • Export

General Ledger

Complete GL with account drill-down, transaction detail, and running balances.

  • Account detail
  • Transaction drill
  • Running balance
  • Filtering

Board Packs

Generate professional board packages with financials, KPIs, and management commentary.

  • Template builder
  • Auto-generation
  • PDF export
  • Commentary

KPI Tracking

Track financial and operational KPIs. Set targets, monitor trends, and get alerts.

  • Custom KPIs
  • Targets
  • Alerts
  • Benchmarks

Operations

Beyond accounting

Payroll, inventory, projects, and more. Everything your finance team needs to run operations.

Payroll

Full payroll processing with tax calculations, deductions, and pay stub generation.

  • Tax calculations
  • Deductions
  • Pay stubs
  • Direct deposit

Inventory

Multi-location inventory management with stock movements, valuations, and cycle counts.

  • Multi-warehouse
  • Stock movements
  • Valuation
  • Cycle counts

Manufacturing

Bills of materials, production builds, and lot/batch traceability.

  • BOM management
  • Production builds
  • Traceability
  • WIP tracking

Projects

Project accounting with time tracking, budgets, and profitability analysis.

  • Time tracking
  • Project budgets
  • Profitability
  • WIP schedules

Fixed Assets

Asset management with depreciation, disposals, and maintenance tracking.

  • Asset tracking
  • Depreciation
  • Disposals
  • Maintenance

Procurement

Purchase orders, receiving, and vendor management. 3-way matching included.

  • Purchase orders
  • Receiving
  • Vendor mgmt
  • 3-way match

Documents

Document management with OCR, categorization, and transaction linking.

  • Upload & scan
  • Categorization
  • Linking
  • Search

Approvals

Configurable approval workflows for any document type. Mobile-ready.

  • Custom policies
  • Multi-level
  • Mobile approvals
  • Audit trail

Compliance & Security

Enterprise-grade protection

SOC 2 & ISO 27001 controls framework implemented. GDPR compliant with cryptographic audit trails.

SOC 2 Controls

Complete SOC 2 controls framework covering all 5 Trust Service Criteria. Audit-ready.

  • 50+ controls
  • Trust center
  • Evidence ready
  • Continuous monitoring

Data Encryption

AES-256 encryption at rest and TLS 1.3 in transit. Field-level encryption for sensitive data.

  • AES-256
  • TLS 1.3
  • Field-level
  • Key management

Access Control

Role-based access with fine-grained permissions. SSO and SCIM for enterprise.

  • RBAC
  • 80+ permissions
  • SSO (SAML)
  • SCIM

Audit Trail

Complete audit log of all actions. Immutable, searchable, and exportable.

  • All actions logged
  • Immutable
  • Searchable
  • Export

Compliance

Built-in support for GDPR, CCPA, SOX, and industry-specific regulations.

  • GDPR
  • CCPA
  • SOX
  • Industry regs

Data Governance

Data catalog, lineage tracking, retention policies, and DLP controls.

  • Data catalog
  • Lineage
  • Retention
  • DLP

Evidence Room

Secure evidence collection and management for audits and legal holds.

  • Evidence collection
  • Legal hold
  • Chain of custody
  • Export

SIEM Integration

Security event integration with your SIEM for centralized monitoring.

  • Event streaming
  • Alert integration
  • Log forwarding
  • Custom rules
Bank-grade security with SOC 2, GDPR, and ISO 27001 compliance

Integrations

Connected ecosystem

Connect to your existing tools. Banking, accounting, CRM, and more with our open API.

Banking (Plaid)

Connect to 10,000+ financial institutions via Plaid. Real-time transaction sync.

  • 10,000+ banks
  • Real-time sync
  • Balance updates
  • Transaction import

Email (Gmail/Outlook)

Connect your email for automatic invoice and receipt capture.

  • Gmail
  • Outlook
  • Auto-capture
  • Classification

Accounting Software

Import from QuickBooks, Xero, NetSuite, and more. Full data migration support.

  • QuickBooks
  • Xero
  • NetSuite
  • Migration

Payments (Stripe)

Process payments, manage subscriptions, and sync transactions.

  • Card payments
  • ACH
  • Subscriptions
  • Invoicing

Cloud Storage

Connect to Google Drive, Dropbox, OneDrive, and S3 for document storage.

  • Google Drive
  • Dropbox
  • OneDrive
  • S3

Webhooks

Real-time event notifications to your systems. Subscribe to any event type.

  • Real-time events
  • Custom subscriptions
  • Retry logic
  • Logs

REST API

Full REST API access for custom integrations. Comprehensive documentation.

  • Full API
  • OpenAPI spec
  • SDKs
  • Rate limiting

Developer Portal

API documentation, webhook management, and integration guides.

  • API docs
  • Webhooks
  • Guides
  • Support

Ready to Experience the Future of Finance?

Start your free trial today and discover how Algebra Verse can transform your financial operations.

Start Free Trial