Now onboarding new clients

Your AI financial copilot.
Always on. Always ready.

Porter closes your books, explains your numbers, generates reports with real insights, and answers any question about your financial data — like having a senior financial analyst by your side, at a fraction of the cost.

See Porter in Action Why Founders Switch

Works with QuickBooks Online. No migration required.

3–5 day

monthly close

90+

AI tools via MCP

24/7

instant answers

Sound familiar?

You've been here before.

Every founder hits the same walls with their financial operations. Here's what changes with Porter.

"Why are my margins compressing?"

Before: Hours in Excel. Pivot tables. Still not sure.

With Porter: Porter tells you in minutes — which line items moved, by how much, and why it matters.

"OpEx jumped 17% this month. Why?"

Before: Comb through transactions, vendor by vendor, hoping to spot the spike.

With Porter: Porter breaks it down by vendor and category instantly. You see exactly what drove the increase.

"Reports that don't tell me anything."

Before: Static P&L and balance sheet. No context. No recommendations.

With Porter: Porter generates reports that explain what changed, what's trending, and what to pay attention to — written for you, not your accountant.

"Accounts that don't match my business."

Before: Your chart of accounts was set up by someone who doesn't know your business. The labels are meaningless.

With Porter: Porter restructures your books so every account and label maps to how you actually think about your business.

"I'd hire a financial analyst, but..."

Before: $80–120K for a senior hire. Not the right time when you need another engineer or salesperson.

With Porter: Porter gives you the analysis, the answers, and the insight — 24/7, at a fraction of the cost.

"Books arrive 3 weeks late. Full of errors."

Before: Your outsourced bookkeeper closes late, miscategorizes transactions, and you still have to review everything.

With Porter: Porter closes within 3–5 days with AI-powered categorization that actually learns your business.

Two ways to work

Choose how you want your books done.

Whether you want a team managing everything or AI-powered tools to move faster on your own — Porter meets you where you are.

MANAGED SERVICE

We do it for you.

Porter's team, powered by AI, manages your books end-to-end. Monthly closes in days. Full transparency into every number.

Books closed within 3–7 days

AI categorization reviewed by humans

Automated schedules and journal entries

Monthly reports that explain what changed

Talk to Us

For founders who want to stop thinking about bookkeeping.

SELF-SERVE PLATFORM

AI tools. Your control.

Connect Porter to Claude, Cursor, or any AI client via MCP. Categorize, close, reconcile, and ask your books anything — from a single conversation.

90+ AI tools via Model Context Protocol

Natural-language questions about financials

Categorize and post transactions with AI

Build and maintain schedules automatically

Generate reports and insights on demand

Try Porter

For operators and finance-savvy founders who want superpowers.

AI-Powered Close

Ask where you stand. Porter does the rest.

Porter doesn't just report status — it identifies what's outstanding, tells you what it can handle, and executes.

Smart Categorization

Categorize, review, and post — in one conversation.

Porter applies your rules, flags what it can't match, and posts approved transactions to QuickBooks.

Reconciliation

Find the discrepancy. Fix it. Move on.

Porter compares bank to QBO, surfaces variances, traces them to specific transactions, and offers to fix them.

Ask Anything

Your books answer back.

Porter queries your real financial data in real-time. AR aging, vendor spend, cash position — any question, grounded in your actual numbers.

Dashboard

Know where you stand. Always.

Revenue, expenses, AR aging, and AI-powered alerts — all in one view. Log in anytime.

Revenue vs Expenses (LTM)

Revenue

Expenses

Revenue $2.0M COGS $228k Gross Profit $1.8M OpEx $11.0M Net Income $-7.8M

Accounts Receivable

$448,781 outstanding

$87,739 past 60 days

CURRENT

$215k

1–30

$99k

31–60

$47k

61–90

$59k

90+

$29k

Transactions

Every transaction, categorized.

Bank and credit card transactions flow in. Porter categorizes, flags what needs review, and handles the rest.

Bank Credit Cards Invoices Bills Payments

All 12,847 Ready 5 Needs Review 2 Approved 38 Posted 12,794

DATE DESCRIPTION AMOUNT ACCOUNT STATUS

Showing 1 to 100 of 12,847 Page 1 of 129

Monthly Close

Close in days, not weeks.

A structured checklist guides every close. Track progress, see what's done, and never miss a step.

Schedules

The stuff your bookkeeper keeps forgetting.

Revenue recognition, prepaids, fixed assets, depreciation — all tracked, calculated, and posted to QBO automatically.

Why Porter

Not another bookkeeping service.

Porter combines managed service reliability with AI that understands your business.

Porter Bookkeeper DIY / QBO

Monthly close time3–7 days3–4 weeksVaries

Transaction accuracyAI + business contextGeneric rulesManual

Schedules & depreciationAutomatedFrequently missed—

AI you can ask anything✓——

ResponsivenessInstantDays to weeksN/A

Reports that explainEvery monthStatic financials—

Founder can log in & understand✓—Built for accountants

Stop settling for books you can't trust.

Join founders who replaced the back-and-forth with AI-powered books that close fast, explain everything, and actually make sense.

Talk to Us Try the Platform

No credit card required. 15-minute call to understand your business.

Your AI financial copilot.Always on. Always ready.