Core
12-month plan → month-to-month thereafter.
Clean books, real-time pulse.
Everything a single-entity business needs to keep the books accurate and the numbers visible. Core wires BookIQ into your existing finance stack and automates the day-to-day bookkeeping that used to eat your week.
What sets this layer apart
- Single-entity platform - purpose-built for one operating company
- Self-serve dashboards and forecasting - no advisory hours included
What's included
- OMI - Virtual CFO
- A.I. Powered Bookkeeping
- Automated Categorization
- Automated Reconciliation
- Intelligent Dashboards
- Cash Flow Forecasting
- P&L and Balance Sheets
- Single Entity Platform
