Vortex Books is an AI bookkeeper that closes your books for you — reconciled, categorized, and audit-ready. Without you ever learning accounting.
Bank-grade security · Audit-ready · Built by VortexThe agent works continuously in the background. You show up only for the decisions that need a human.
Link your banks, cards, Stripe, and payroll. Vortex Books pulls every transaction the moment it clears.
It categorizes, matches receipts, reconciles accounts, and writes the journal entries — continuously, not at month-end.
Approve the handful of exceptions the agent flags. Close the month in one click, audit-ready.
A full accounting stack, run by an agent. No spreadsheets, no shoebox of receipts, no bookkeeper on retainer.
Every account tied out to the penny, automatically — the agent matches and clears as transactions land.
Double-entry done right. A full general ledger you can drill into, with entries the agent explains in plain language.
A close that takes minutes. Vortex Books runs the checklist, surfaces what needs a human, and locks the period.
P&L, balance sheet, and cash flow — live, accurate, and ready to hand to an investor or a lender.
Depreciation schedules that maintain themselves. Nothing slips, nothing gets double-counted.
One place for everything that needs you. The agent asks, you answer, the books stay correct.
Watch transactions clear, match, and post themselves. This is your ledger, always current — never a scramble at month-end.
Vortex Books reads every transaction, learns how you run your business, and does the bookkeeping the way a great accountant would — then explains its work in plain language.
The things people ask before they hand an agent their books.
We're onboarding small businesses and their accountants now, in waves. Join the waitlist and you'll be first in line.
Yes. Connections use bank-grade encryption, credentials are never stored by us, and access is read-only — the agent can see your accounts to keep the books, never move your money.
A simple subscription — a fraction of a bookkeeper on retainer, and nothing like the nights you'd spend doing it yourself.
Banks, cards, Stripe, and payroll across thousands of institutions — the agent pulls every transaction the moment it clears.
No. Software makes you do the books faster. Vortex Books does the books — reconciles, categorizes, and closes them, and only asks you about the exceptions.
Join the waitlist. We're onboarding small businesses and their accountants now.