apps Platform Capabilities

Everything your finances need.
In one unified OS.

01Platform

The core your finance team runs on

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CORE LEDGER

Accounting & GL

Multi-entity consolidated ledger with real-time sub-ledger sync. Automated AP/AR aging, reconciliation and closing.

Built for
Accuracy
Auto
Reconcile
Real
Time Sync
credit_card

Spend & Expense

Virtual cards with granular limits and instant receipt matching.

lock Total Liquidity Control
payments

Global Payments

ACH, Wire and SEPA rails integrated directly into your GL.

language Payment Flexibility
group

Collaboration

Contextual threading on every entry.

JD

Q3 adjustments ready?

AL

Approved ✅ $24,500

hub

Unified Operations

All modules sync to your core GL automatically

LIVE SYNC
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Timesheets
Tracked
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Inventory
Coming Soon
hourglass_topSoon
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Payroll
Coming Soon
hourglass_topSoon
02Capture

Every document, collected and organized

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DOC HUB

Every Document, One Organized Hub

Bills, invoices, credits, expenses and bank statements live in one place. Bills sent by your vendors arrive automatically, ready to review.

  • move_to_inbox
    Auto-fetched from vendors
    Vendor bills are automatically captured from email into Doc Hub
  • folder_copy
    Organized by type & source
    Find any document by type, vendor or customer
  • drive_file_move
    Move between folders
    Reassign any document to the right folder in one step
03Bank

Every account, matched and reconciled

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BANKING

All Your Accounts, Matched & Reconciled

Keep every bank and card account in one place, with statements alongside. Match, reconcile and move funds between accounts without leaving GeekyBooks.

  • account_balance_wallet
    Multiple accounts
    Banks and cards side by side
  • description
    Statements attached
    Statement docs saved with each account
  • rule
    Match & reconcile
    Clear unmatched items, close the gap
  • swap_horiz
    Fund transfers
    Move funds between your accounts
  • insights
    Banking insights
    See balances and activity across all your accounts at a glance
04Report

Insights for your team, reports for your customers

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CUSTOMER REPORTING

Report Templates, Sent on Schedule

One flexible workspace, two report workflows. Design a template once, then let GeekyBooks fill it with each customer's figures and deliver it on schedule.

insights
Business Reports

Build flexible management and operational reports using your preferred date range, financial sections, KPIs and insights.

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Close Reports

Create month-end reports that bring together close status, exceptions, supporting evidence, approvals and activity in one structured report.

dashboard_customizeBuild arrow_forward event_repeatSchedule arrow_forward sendSend to customers
Live P&L
$2.4M ↑ 12%
monitoring

Reporting & Analytics

Real-time financial statements that refresh with every transaction. Board-ready in one click.

Live Dashboard
05Close

A faster, clearer, audit-ready month-end

Close Your Books With Confidence

One connected workspace for a faster, clearer, audit-ready close.

MONTH-END CLOSE
  1. STEP 01

    Accounting Review

    Review every key accounting area

  2. STEP 02

    Source Documents

    Keep evidence connected to your records

  3. STEP 03

    Close Reports

    Generate, approve & retain final reports

  4. STEP 04

    Audit Activity

    Track decisions, actions & approvals

06Automate

AI agents, with you always in control

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AGENTIC AUTOMATION

AI agents that work your way

Use ready-made agents or create your own to handle complex, cross-app work autonomously. They follow your rules, show their confidence and hand anything uncertain back to your team.

auto_awesome Autonomous scale
  1. 1
    Create
    Use a ready-made agent or build your own
  2. 2
    Configure
    Triggers, approval rules and exception routing
  3. 3
    Watch
    Follow every item live, queued to completed
  4. 4
    Supervise
    Confidence, review queue and blockers in one view
07Tools

Useful Inbuilt Tools

Everyday helpers built right into GeekyBooks, so you never leave the app

  • csv
    Bank statement PDF to CSV AI powered

    Pick a statement in Doc Hub, choose Convert to CSV and AI extracts every transaction. Download it from Job Manager › Downloads.

  • grid_on
    Spreadsheets Autosave

    Quick calculations and working papers with formulas, formatting, filters, freeze panes and multiple sheets.

  • sticky_note_2
    Notes Autosave

    Reminders, close checklists and team instructions in a rich text editor with headings, lists and highlights.

  • science
    Demo Mode Real data safe

    Every business gets its own Demo Mode, a separate workspace to try real workflows without affecting your real data.

08Compare

Control Center vs. Chaos

The technical gap between legacy software and a modern Finance OS

Legacy Fragility
GeekyBooks Unifiedverified_user
tab Fragmented Systems Delayed
check_circle Unified Dashboard Real-time
grid_off Disconnected Apps Siloed
check_circle Universal Data Flow Unified
edit_note Manual Entry Data Error-Prone
check_circle AI Agent Status Automated
sync_problem Batch Processing Disconnected
check_circle Global Intelligence Search Instant
account_balance Manual Reconciliations Time-Consuming
check_circle Continuous Audit Trail Audit-Ready
receipt_long Paper & Email Receipts Lost Proof
check_circle Smart Document Capture Auto-Filed
forward_to_inbox Approvals over Email No Trail
check_circle Role-Based Approvals Controlled
System Health: Critical82% Fragmented
System Health: Optimal98% Automated
Manual arrow_forward Automated
Delayed arrow_forward Real-time
Fragmented arrow_forward Unified
Paper arrow_forward Digital