The features are not the interesting part. What makes them work is that they all stand on the same conformed data: every client’s books mapped to one structure, so a dashboard, a forecast and a question to the AI all mean the same thing across your whole roster.
Sherpa takes the sum off your plate while leaving every individual answer checkable. You ask in plain language, it answers from the client’s real conformed data, and the answer traces back to the transactions it came from.
More on ai financial analyst →Alpyne builds client-facing views on the same conformed data the rest of the platform uses, so they are current because the data is, rather than because somebody refreshed them on Sunday night.
More on client dashboards →Alpyne wires the model to the ledger, so the month closes and the model is already current. Then it does the structural work around it.
More on rolling forecasts →None of these is what anybody shops for, and all of them are why the rest of it holds together. They are covered in the round on the platform overview rather than split into pages nobody searches for.
In short: one-click integrations to the systems your clients already run, a conformed chart of accounts across all of them, the ledger itself including reconciliation and write-back, reporting and white-labeled client dashboards, three-statement and driver-based modelling with rolling cash forecasts, Sherpa the AI analyst, and the practice layer — pipeline, proposals, engagement letters and billing.
No. Most practices start with the data layer and the reporting, because that is where the hours go, and add forecasting and the practice tools once the books are conformed. AI features and ledger write access are separate switches set per client, so you can run a client with both off.
Only if you want it to. The model in your workbook is usually years of accumulated judgment and asking you to rebuild it is the thing that stalls most of these purchases. Alpyne syncs both ways, so the workbook stays yours and the data arrives on its own. Plenty of practices run the three-statement model in Alpyne and the awkward client-specific piece in a sheet beside it.
Yes. The plans differ by how many clients you run, not by what the software will let you do. There is no feature-gated tier.
Yes. There is a 14-day trial. A card is required to start it, nothing is charged during the trial, and cancelling before it ends charges nothing at all.
Connect one client and ship a real month-end close through it. Judge it against your own hours.
Start a 14-day trial