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Locations shipped · June 2026

The books that already knew about your second location.

Double-entry accounting with hierarchical locations on every journal entry, fifteen built-in reports, and an AI roadmap that ships behind your approval — never instead of it.

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15 reports, all location-aware Plaid · Intacct · Live FX MCP-callable ledger
Built for the operators QuickBooks outgrew
multi-unit fitness restaurant groups PE portfolios school systems franchise networks
What changes on Monday morning

Three numbers that stop being a spreadsheet.

Multi-location accounting in QuickBooks is a tag bolted onto a single-tenant ledger. The rollup happens in Sheets. Here it happens in the database.

~5hrs
Off every monthly close
Time we typically see returned to controllers managing 10+ locations, after the rollup math leaves Sheets.
15
Reports, all location-aware
From Balance Sheet to EBITDA — each one filterable by location, with comparison periods and CSV/XLSX export.
18
Countries supported by Plaid
US, UK, Canada, and fifteen European markets. Live transaction sync via webhook.
Multi-location, done right

Every journal entry knows where it lives.

Locations are not a tag. They are a first-class dimension on every journal entry, with parent/child relationships you manage in a real resource — not a free-text field your team typos differently every quarter.

The Profit & Loss by Location report pivots locations as columns and account subtypes as rows. The Location Profitability Summary gives you one row per location with Revenue, Cost, Gross Profit, Operating Income, Net Income — and optional variance against any comparison period.

  • Location filter on Balance Sheet, Income Statement, Trial Balance, EBITDA, Account Transactions
  • The Account Transactions GL register grew a LOCATION column
  • Historic journal entries from Sage Intacct backfill automatically with location data
  • Permissions scope down so a regional manager only sees their region
Fifteen reports, one source

The reports your accountant already asked for.

Each one filterable by date range, comparison period, account, and location. Export CSV, XLSX, or PDF.

Balance Sheet Income Statement Trial Balance Cash Flow Statement Account Balances Account Transactions EBITDA AR Aging AP Aging Client Balance Summary Client Payment Performance Vendor Balance Summary Vendor Payment Performance P&L by LocationNew Location ProfitabilityNew
Integrations

Data in. Data out.

Real connectors with idempotent imports, webhooks, and resumable bulk runs. None of this is "coming soon" except where it says so.

PL
Plaid
Bank feeds with real-time transaction sync. 730 days of history on first connect.
18 countries · 15 languages
Live
SI
Sage Intacct
Move master data and ledger history both ways. Resumable bulk imports. Historic entries get backfilled with the location dimension automatically.
12 entity types
Live
FX
Live Currency · ExchangeRate-API
Real-time FX for multi-currency companies. 160+ currencies. Daily rate refresh, posting-date conversion.
160+ currencies
Live
TR
Automatic Translation
AWS Translate via Transmatic. EN, AR, DE, ES, FR, ID, IT, NL, PT, TR, ZH shipped.
11 languages
Live
CSV
CSV Import / Export
Bulk import every entity from CSV. Failed rows tracked individually so you can fix and re-run.
Resumable
Live
MCP
MCP Server · ledger as a tool
Expose the ledger to Claude, Cursor, ChatGPT. Reads return data; writes queue behind your approval.
Approval-gated writes
Q3 2026
AI · on the roadmap, in the open

An AI staff that drafts. A human who approves.

No AI features ship today. The schema groundwork landed in June (a Depreciation & Amortization account subtype, a Locations dimension). Here's what's queued.

Q3 2026
MCP server
The ledger as a tool, callable from Claude / Cursor / ChatGPT. Writes queue behind approval.
Q3 2026
AI categorization
Confidence-scored GL suggestions on Plaid transactions. Learns per-company; never trains on customer data.
Q4 2026
Tax suggestions
Amortization, Section 179, bonus depreciation, capitalize-vs-expense. Quarterly review brief.
Q4 2026
Anomaly detection
Unusual vendor charges, duplicate bills, location-level margin drift surfaced with evidence.
Q4 2026
Close assistant
Drafts JEs, runs flux analysis, flags missing accruals. Always pending approval.
MCP · preview · Q3 2026

Your books, callable from any AI.

The Model Context Protocol server will expose the general ledger as a callable tool. Ask Claude, Cursor, or ChatGPT for any cut of your books — reads return data, writes queue as proposed journal entries pending your approval.

Claude Desktop rollupbooks
You · CFO of Acme Group
What's the Q2 revenue for our Texas locations vs Q1, and which unit drove the change?
Called reports.run
{ report: "p_and_l_by_location", region: "texas", periods: ["Q1-2026","Q2-2026"] }
Texas region revenue grew 1.4pp in Q2: $553,640 vs $507,820 in Q1.
Largest contributor: Houston · Heights — +$22k, ▲ 3.2pp margin.
Smallest: Dallas · Uptown — −$4k, margin slipped 0.4pp.
Want me to draft the investor update note?
Cursor rollupbooks
You · Controller
The 1099 for our DC freelancer just arrived. Post the $4,800 to Contract Services for the Austin downtown location.
Called journal.draft
{ entries: [ { account: "6310-Contract Services", debit: 4800, location: "austin/downtown" }, { account: "1010-Cash", credit: 4800 } ] }
Drafted JE-2026-0613 (balanced, location-tagged).
Status: pending your approval · auditable trail captured.
Approve in the app or reply "approve" here.
Where it fits

Three shapes of finance team we built this for.

If you have more than one of anything — location, currency, entity, fiscal year — the ledger needs to know.

Multi-unit operators

5 to 500 locations, one rollup.

Restaurant groups, fitness chains, retail networks, school systems. Hierarchical locations let a region roll up to a brand, a brand to the parent, automatically — in every report.

"We used to rebuild the regional P&L every Monday in Sheets. Now it's a toggle."
Regional controller · 40-unit fitness chain
PE portfolio finance

Four to forty portcos, one view.

Native bidirectional Sage Intacct sync moves data both ways. The Department + Location dimensions slice the portfolio for IC-level reporting without per-portco gymnastics.

"We see consolidated gross margin without waiting on twelve CFOs to send their quarter."
Finance director · lower-middle market fund
Growth-stage finance

Outgrew QuickBooks. Not ready for NetSuite.

Full accrual GL, multi-currency, real audit trail, custom Chart of Accounts. Add a second entity in an afternoon. The location dimension is there the day you open a second site.

"We replaced QuickBooks in a week. Still haven't called a NetSuite implementer."
Founder-CFO · Series B SaaS
Questions, answered

What the buying team asks first.

How is this different from QuickBooks or Xero? +
QB and Xero treat locations as a tag bolted onto a single-tenant ledger. RollupBooks treats them as a first-class hierarchical dimension on every journal entry, with two dedicated location reports and rollup-aware queries through the recursive location tree.
How does the location rollup work? +
Locations are hierarchical. The Location Profitability Summary gives one row per location with optional variance vs comparison period; the P&L by Location pivots locations as columns and account subtypes as rows. Every report that supports a location filter rolls up correctly across the tree.
What's the MCP server, and what's actually shipping? +
Model Context Protocol is the open standard for LLMs to call external tools. We're building an endpoint that lets Claude, Cursor, ChatGPT, or any conforming agent read your ledger and draft journal entries. Ships Q3 2026. Approvals stay with the human.
Will the AI touch our books without approval? +
No. All planned AI write actions queue as proposed journal entries pending human approval. Every action is captured by the audit trail.
Can we migrate from QuickBooks, Xero, or Sage Intacct? +
Sage Intacct: bidirectional sync shipping today — master data and history move both ways, and historic journal entries automatically pick up the location dimension. QB & Xero: CSV import works today; guided migration on the roadmap.
Audit trails and compliance? +
Every entity tracks created-by, updated-by, and timestamps. Not yet SOC 2 certified — we'll tell you when it is.
Do you train AI models on our data? +
No. Your data is yours. Planned AI features run on hosted Claude under strict no-training agreements.

The books that already knew about your second location.

Spin up a tenant, connect Plaid, post your first journal entry. The location dimension is there from the first line.

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