FORDS โ€” FinOps RDS

AI bookkeeping and
P&L intelligence for firms.

From raw bank statements to reviewed, reconciled books โ€” and from P&L CSVs to boardroom-ready analysis. Built for CPAs, bookkeepers, and the firms that scale them.

100%
Deterministic Verified
5
Industries Pre-loaded
0
Stored After Delivery
2x
Extraction Layers
๐Ÿงพ
For CPAs & Bookkeepers

Bookkeeping from Bank Statements

Upload PDF bank and credit card statements. AI extracts every transaction, cross-verifies balances, and categorizes with your review. Export a clean P&L and chart of accounts.

  • โœ“Dual-layer extraction โ€” deterministic + AI cross-verified
  • โœ“Balance reconciliation page by page
  • โœ“AI chat to reclassify vendor patterns in plain English
  • โœ“Few-shot memory learns your clients across months

โ— Account required

Request Access โ†’
๐Ÿ“Š
For CFOs & Business Owners

P&L Intelligence Report

Upload a P&L CSV and get a seven-lens CFO analysis in minutes. Trends, flags, variance vs. budget, forward projections, and a verified PDF report you can share.

  • โœ“Seven analytical lenses including accrual-to-cash awareness
  • โœ“Arithmetic verification on every number
  • โœ“Industry benchmarking across 5 sectors
  • โœ“Branded PDF + audit report

โ— No account needed โ€” try free

See Demo โ†’

Why Firms Switch

Verification built in at every step โ€” not bolted on at the end.

Most AI bookkeeping tools generate output and ask you to trust it. We cross-verify every number with two extraction layers and reconcile balances before you ever see a result.

Explore the Bookkeeping Tool
  • โœ“Works with any bank โ€” Chase, BofA, Wells Fargo, credit unions
  • โœ“Handles scanned PDFs and digital statements
  • โœ“Few-shot memory learns your client's vendor patterns across months
  • โœ“Every number verified โ€” specific mismatches surfaced, not generic errors
  • โœ“Strict tenant isolation โ€” one client's data never touches another
  • โœ“Chat-based reclassification: fix entire vendor categories in plain English
  • โœ“Accrual and cash-basis output options

SOC 2 Infrastructure

Runs on SOC 2 Type II certified infrastructure end to end.

Never Used for Training

Your financial data is never used to train AI models.

Minimal Data Stored

Statements deleted after processing; transactions only.

Encrypted Everywhere

Encrypted in transit and at rest, with strict tenant isolation.

Read our security practices โ†’

Try the P&L Intelligence Report free โ€” no account needed

Upload a P&L CSV or pick a pre-loaded industry scenario. Seven CFO lenses, verified arithmetic, and a shareable PDF in minutes.

Run a Free Analysis โ†’

Ready to onboard your first client?

We review every application and approve accounts individually. Most firms get access within one business day.