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.

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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

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.

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