United States
Accounting software for growing US businesses
Most US small businesses start on cloud bookkeeping software, and many outgrow it. This guide lists what to check when you compare options, and where Finovra stands on each point today. Finovra is in development and not yet open to customers.
Signs you are outgrowing your current setup
Month-end means exporting to spreadsheets to make adjustments the system can't hold. Someone can still change a month you've already reported to your bank or board. You are collecting sales tax in more than one state and tracking it by hand.
You've added a second legal entity, perhaps a Canadian subsidiary, and now keep two sets of books that never quite agree. Or you want AI to take repetitive work off your team, but can't let it post to the books unchecked.
What to check, and where Finovra stands
Use this list with any vendor. The Finovra column is limited to what we have built and tested.
| What to check | Why it matters | Finovra today |
|---|---|---|
| Enforced double-entry | Unbalanced or edited entries cause unexplained differences later | Built: balance checked by app and database; corrections by reversal |
| Period locks | Reported months must stay as reported | Built: locked periods reject entries; reopening needs a reason |
| Approval and audit trail | Separation of duties for adjustments | Built: second-person approval, append-only audit log |
| AI with guardrails | AI should help without posting unchecked | Built: agents can only draft. Assistant in development |
| Multi-state sales tax | Nexus can arise in many states after Wayfair | Planned; we will not claim filing support until it is built and reviewed |
| Bank reconciliation | Cash must tie to the bank every month | In development |
| AP and AR | Bills, invoices, aging | In development |
| Multiple entities | US parent with US or Canadian subsidiaries | Built: separate USD or CAD books. Consolidation planned |
| Migration | Bringing history from QuickBooks Online or Xero | CSV import of opening balances planned first; direct migration tools planned |
Questions to ask any vendor
Can a posted entry be edited?
If yes, ask how the change is recorded and who can make it.
What can AI change on its own?
Ask for the exact permissions an AI feature has, and whether its actions appear in the audit log.
How is sales tax handled?
Calculation, filing and nexus tracking are different things. Ask which ones the product actually does.
What does the trial balance tie to?
Reports should come from the same posted entries, not a separate copy.
Compare your current setup
Bring your list of pain points and we'll show where Finovra helps today and where it doesn't yet.
Last reviewed against the product on .