Track customer invoices and incoming payments.

Record transactions and maintain the general ledger.

Financial planning, forecasting, and variance analysis.

Set and monitor budgets across departments.

Forecast and track cash position over time.

Generate P&L, balance sheet, and custom reports.

Review and approve employee expenses.

Track loans, credit facilities, and debt obligations.

Budgets, forecasts, and board-approved financial plans with access controls.

Deadlines, filings, and payment reminders.

Store and manage tax filings and returns.

Track foreign qualifications and state filings.

Monitor regulatory requirements and deadlines.

Immutable record of all platform activity.

Track active and historical legal proceedings and claims.

Corporate structure, registered agents, and filings.

Track contract stages from draft to execution.

Protect and manage intellectual property assets.

Policies, coverage, and renewal tracking.

Employment agreements and offer letters.

New hire workflows and checklist tracking.

Run payroll, manage deductions, and file reports.

Health, retirement, and benefits administration.

Approve time off and track leave balances.

Reviews, goals, and feedback cycles.

Exit checklists and access revocation.

Track software subscriptions and team access.

Manage physical and digital asset inventory.

Purchase requests, approvals, and order tracking.

Ownership structure, dilution, and share classes.

ESOP grants, vesting schedules, and exercises.

Rounds, term sheets, and investor commitments.

Prepare and send board and investor reports.

Meeting minutes, resolutions, and board docs.