Operations, learning & API tools
Cash forecasting, reconciliation, close, learning and developer access.
- Build a 13-week cash flow forecast
Will we run out of cash in the next quarter?
- Reconcile the ledger to bank statements
Why doesn't my ledger balance match the bank?
- Close The Period With Evidence
Organize period-close work, supporting evidence and unresolved accounting items.
- Keep Evidence With The Entry
Connect accounting entries to supporting source records and review the evidence.
- Build The Financial Statements
Prepare financial statements from supported accounting records and inspect the totals.
- Reconcile Financial Evidence
Compare source observations, period labels and claims before building an investment case.
- Research Through Execution
Investigate an investment, model its value, and carry the decision into order review.
- Connect Research To Your Stack
Explore supported financial research endpoints, authentication and dated response fields.
- Learn How Markets Reprice
Learn how rates, inflation, policy and company value connect through market examples.
- Compare The Money Decision
Explore a financial decision by making the costs, assumptions and alternatives clear.
- Practice Probability Decisions
Use free Bayes, expected value and probability tools. Save worksheets and play games.
- Performance passports
Show a return record that reconciles to the connected account.
- Credential verification
Let someone verify what the performance credential actually certifies.
- Work portfolios
Show the model and reasoning behind your financial work.
- Investing leaderboards
Compare records with their risk, coverage and measurement scope visible.
- Simulation leagues
Compare committed strategies under the same starting capital and cost rules.
- Employer vacancies
Find financial work that asks for evidence of your ability.
- Candidate review
Review the candidate’s actual financial work in context.
- MOL API
Run reproducible economic studies from your application.
- Maintained research API
Keep application research current when new filings arrive.
- Embedded components
Put usable financial evidence and scenarios inside your product.
- Webhooks
Start the next workflow when new evidence changes the research.
- Sandbox
Test the complete integration before paying for production work.
- SDK recipes
Copy a working implementation of the financial job you need.
- Excel writeback
Update the intended cells, recalculate the model and retain a reversible change record.
- Commissioned deliverables
Specify the exact financial work and how completion will be checked.
- Supplier workspace
Quote and deliver against a scope both parties can inspect.
- Acceptance testing
Check whether the financial deliverable is complete and internally consistent.
- Agreements
Keep the agreed scope and every amendment explicit.
- Milestone payments
Reconcile funded work, accepted milestones and supplier amounts.
- Procurement API
Create and track financial work requests from your existing systems.