Who is Roy?

He's is your intelligent business advisor—available when you need quick insight, assurance, and clarity.

He’s not a chatbot accountant, and he’s definitely not pretending to be a CFO. Roy is the dedicated financial companion every small business owner dreams of.

artificial intelligence

How Roy shapes the SMB financial Operating System

Roy is the engine that drives the OS. It pulls in data, benchmarks it, forecasts scenarios, and gives you the right insight at the right time.

Designed for business owners, not accountants. Clear visualizations and intuitive navigation make financial management accessible to everyone.
Tax Law Mastery

Deep understanding of SMB tax regulations ensures accuracy and compliance while maximizing every available advantage.

Easily understand where your business is going.

Get a snapshot of your current financial health so you know exactly how your business is growing.

Seamless Cloud Connection

Effortlessly integrates with QuickBooks, Xero, and other popular accounting software, plus automatic bank and credit card feeds.

Personalized Coaching

Run simple projections to test decisions like hiring, buying equipment, or taking on debt.

Invite your bookkeeper, lender, or advisor directly into the platform.

Your financial conversations are focused and productive in context.

Continuous Updates

The platform evolves with changing tax codes and market conditions, keeping your business ahead of financial changes.

become an early adopter

Roy doesn’t replace your team. He clears the path so you can use them better.

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