Your AI financial analyst.
What your team stops doing manually.
Every workflow below is running live for finance teams right now.
Close in 1 day instead of 5.
Full reconciliation across QBO, Stripe, and HubSpot. Flags mismatches, creates adjusting entries, delivers a close package to Slack — on the 1st of every month at 8 AM.
"Reconcile last month across all three systems. Email me and our accountant anything that needs attention."
"Every month, generate a close package: revenue summary, outstanding AR, unreconciled transactions, and adjusting entries needed."
$590K in $0 invoices caught in the first scan.
Auto-generate invoices when deals close. Match deal amounts to invoice amounts. Void and re-create broken invoices. Draft, send, and track — without logging into QBO.
"When a deal closes in HubSpot, create the invoice in QuickBooks using the deal amount and contact info."
"Find all invoices created at $0 in the last 90 days. Pull the correct amounts from HubSpot and re-create them as drafts."
Average payment time dropped from 52 days to 19.
Automated chase sequences. Professional-tone emails from your address, on your schedule. Escalation rules for 30+ day overdue. Weekly Slack digest of who owes what.
"Every Monday, scan for overdue invoices. Draft chase emails for anything 7+ days past due. Escalate to me if 30+ days."
"Send a payment reminder 3 days before due date, then follow up at 7, 14, and 30 days if unpaid."
$40K saved last quarter from catching duplicate charges alone.
Match POs to vendor invoices automatically. Flag duplicate charges, price increases, and discrepancies before you pay. Schedule payments to optimize cash position.
"Match every vendor invoice against its PO. Flag anything where the amount differs by more than 2% or the vendor isn't in our approved list."
"Before any payment batch runs, show me a summary of what's going out, to whom, and flag anything unusual."
Catches mismatches humans miss — every time.
Match transactions across banks, Stripe, QBO, and your CRM. Flag duplicates, missing entries, and amount mismatches. Build the reconciliation report automatically.
"Reconcile all Stripe payouts against QuickBooks deposits for last month. Flag anything that doesn't match within $1."
"Every Friday, check for duplicate invoices, orphaned payments, and unmatched transactions across all systems."
ASC 606 compliant — without the spreadsheet.
Deferred revenue schedules that update automatically. Handle contract modifications, multi-element arrangements, and variable consideration. Audit-ready journal entries.
"For every annual subscription, recognize revenue monthly over the contract term. Create the deferred revenue schedule in QBO."
"When a contract is modified mid-term, recalculate the remaining revenue allocation and adjust the schedule."
Real answers in seconds, not reports in days.
Ask questions in plain English across all your connected data. Custom metrics defined once, calculated everywhere. Scheduled reports to Slack, email, or in-app.
"What's our actual MRR excluding pilot subscriptions, with annual plans divided by 12?"
"Every Monday at 9 AM, send a cash flow summary to Slack with AR aging, AP due this week, and bank balances."
Every decision logged. Every action traceable.
Full audit trail on every agent action. SOC 2 aligned. Role-based access controls. Independent deployments — your data never touches another customer's.
RBAC — control who sees what, down to the agent level.
Agent decision tracing — inputs, reasoning, and outputs for every action taken.
If you can describe it, Carapace can run it.
Describe any finance process in plain language or point it at your SOPs. Carapace builds the workflow, connects your tools, schedules it, and runs it. No code.
"When a deal closes in our Enterprise pipeline, create the subscription in Stripe, mirror the invoice in QBO, and send the welcome email."
"Watch for customers who miss two payments. Flag them in HubSpot, pause their subscription, notify me."
Report on the past. Act in the present. Plan for the future.
Report
What happened.
- Monthly close packages delivered to Slack
- Full reconciliation across QBO, Stripe, HubSpot
- Custom metrics — MRR, gross margin, churn
- Audit-ready trails on every agent action
- Compliance reports: SOC 2, RBAC, decision tracing
Act
What needs doing now.
- Create missing invoices from closed deals
- Void and re-create broken $0 invoices
- Chase overdue payments — your branding, your schedule
- Flag overbills and mismatches for review
- Execute any workflow described in plain English
Plan
What's coming.
- Scheduled agents that run on your timeline
- Auto-escalation when thresholds are hit
- Revenue recognition schedules that self-update
- Early warning triggers for anomalies
- Agents that learn your business over time
Under the hood.
Carapace isn't a dashboard you configure. It's an AI employee you talk to.
Security & Compliance
Built for finance teams that answer to auditors.
Independent Deployments
Every customer runs in a completely separate environment. Your data, credentials, agents, and conversation history are isolated — not behind a permission layer, but in a different deployment entirely. No shared infrastructure. No cross-contamination.
Role-Based Access Controls
Fine-grained permissions at the user, team, and agent level. Control who can view data, run workflows, approve actions, and modify configurations. Every access decision is logged.
SOC 2 Type II Aligned
Built in adherence with SOC 2 Type II standards. Full visibility, integrity, and protection across systems and processes — from data ingestion to agent execution to report delivery.
Agent Decision Tracing
Every decision made by every agent is logged with full context: what data it read, what logic it applied, what action it took, and why. Transparent audit trails for compliance and accountability — your auditor can trace any transaction back to its source.
Encryption & Credentials
Data encrypted at rest and in transit. Integration credentials stored in isolated vaults per deployment. Connections use authorized OAuth flows with read/write permissions you control and can revoke at any time.
Approval Before Action
Agents read data freely but never write to your financial systems without explicit approval. Every invoice, email, journal entry, and payment requires your green light before execution. You set the thresholds — Carapace follows them.
Simple, transparent pricing
Choose the plan that fits your team
For founders who want clarity on their numbers without the spreadsheet chaos.
Connect your QuickBooks, Stripe, and HubSpot and ask questions in plain English. Get answers instantly — no accountant required.
- QuickBooks Online (read), Stripe and HubSpot (read + write)
- 1 AI assistant, 1 automated schedule, 1 saved workflow
- 1 user
- Works in-app
- 50 assistant actions/mo, 5 scheduled runs/mo
For operators who want their finances to run in the background.
Your assistant doesn't just answer questions — it does the work. Set up automated schedules and get updates delivered to Slack or email while you focus on the business.
- Everything in Starter, plus QuickBooks write, Gmail, and Slack
- 3 AI assistants, 5 automated schedules, 3 saved workflows
- 1 user
- Delivered to Slack, Gmail, or in-app
- 300 assistant actions/mo, 50 scheduled runs/mo, 10 min max per run
For finance teams managing multiple systems and people.
Give your whole finance team AI assistants connected to every tool you use — accounting, databases, documents, and more. Assistants can hand work off to each other automatically.
- Everything in Autopilot, plus Google Drive, database access (Postgres, MySQL), and multi-ERP support (QuickBooks, Sage, NetSuite)
- 10 AI assistants, 10 automated schedules, 10 saved workflows
- Up to 3 users
- SMS + all Autopilot channels
- Custom automation tools, full audit trail
- 1,000 assistant actions/mo, 200 scheduled runs/mo, 30 min max, 5 simultaneous runs
For finance orgs with complex needs and compliance requirements.
Full CRM and ERP coverage, unlimited scale, and enterprise-grade security. Bring your own tools — we'll connect them.
- Everything in Team, plus Salesforce, Dynamics 365, additional CRMs and ERPs on request
- Unlimited assistants, schedules, and workflows
- Unlimited users
- Microsoft Teams, WhatsApp, and all lower-tier channels
- SSO/SAML, data residency, dedicated support, 99.9% uptime SLA
- Unlimited actions, 20 simultaneous runs, dedicated compute
We were chasing invoices for weeks. Now Carapace sends reminders, follows up, and our average payment time dropped from 52 days to 19.
Month-end close used to take a full week. With Carapace handling reconciliation across our three bank accounts and QuickBooks, we're done in two days.
Three dealership locations, hundreds of parts invoices a month. Carapace matches POs to invoices automatically. My AP person finally has time to breathe.
I recommended Carapace to a client drowning in spreadsheets. Within a month they'd eliminated 30 hours of manual data entry per week.
We bill 200+ clinics monthly with different contract terms. Carapace handles the complexity without a single mis-billed invoice in six months.
I'm a landscaper, not an accountant. Carapace just handles it — invoices go out on time, late payers get chased, and I get a summary every Friday.
Seasonal billing nearly broke us every harvest. Carapace manages 400+ farmer accounts with staggered payment terms. Revenue recognition is now automatic.
Used to lose track of which jobs were billed. Carapace connects to our job management software and invoices automatically when a job closes. No more missed revenue.
Three restaurants, overwhelming vendor invoices. Carapace catches duplicate charges, flags price increases, and pays on schedule. Saved us $40K last quarter.
Insurance reimbursements used to sit in limbo for months. Carapace tracks every claim, reconciles payments, and flags underpayments. We recovered $12K in the first month.