Manual bookkeeping doesn't scale
Hours wasted on data entry
Every bank transaction, every receipt, every invoice—manually entered and categorized.
Error-prone reconciliation
Mismatched entries, duplicate transactions, and missing records delay your monthly close.
Complex multi-currency tax
Managing FX conversions and regional tax rules across jurisdictions is overwhelming.
AI agents that handle the work
OpportunityOS uses autonomous agents with explainable AI to categorize, reconcile, and report—while you maintain full oversight.
LedgerBot
Categorizes bank transactions with 98% accuracy. Confidence ≥90% auto-posts; lower confidence queues for review.
ReconAI
Matches bank ↔ ledger ↔ payments automatically. Handles partial matches and posts differences with explanations.
InsightAI
Flags unusual amounts, duplicates, vendor changes, and category drift—before they become problems.
ReportGen
P&L, Balance Sheet, Cash Flow with drill-down to source transactions. Scheduled delivery and CSV/PDF exports.
TaxAI
Applies US sales tax, EU VAT, Philippines BIR, and Japan consumption tax automatically with threshold alerts.
ExplainBot
Every AI action includes sources, rules applied, and historical references. Inline 'Why?' on all suggestions.
Everything you need to close faster
Connect your accounts
Plaid for US/EU banks and Wise for global multi-currency accounts. Nightly sync with retry logic and health monitoring.
- •Auto-sync every night
- •Webhook support for real-time updates
- •De-duplication and retry on failure
- •Feed health metrics per account
Scan receipts from your phone
Mobile camera capture extracts vendor, date, total, tax, and currency. Auto-categorizes and detects duplicates.
- •Multi-page PDF support
- •Auto-crop and deskew
- •Line-item extraction (optional)
- •Receipt-to-entry audit link
Global-ready from day one
Manage FX rates, currency conversion, and revaluation across 4 regions. Expand to 100+ jurisdictions as you scale.
- •Daily FX rate updates
- •Multi-currency invoicing
- •Revaluation support
- •Per-org currency defaults
Ask anything in plain English
Natural language queries → actions. 'Reconcile October,' 'Show Q3 P&L,' 'Flag unusual spend.' Dry-run previews before execution.
- •Intent-to-action engine
- •RBAC-aware permissions
- •Confirmation for postings
- •Inline explanations
Plans that scale with your business
Start with a 14-day free trial. No credit card required. Upgrade anytime.
Starter
For freelancers and micro-businesses testing automation
- 1 bank connection
- 100 transactions/month
- Basic reports (P&L, Balance Sheet)
- Email support
- Standard AI categorization
Pro
For SMEs ready to automate bookkeeping
- Unlimited bank connections
- Unlimited transactions
- AI Co-Pilot with natural language
- Multi-currency support
- OCR receipt scanning
- Accountant access (1 seat)
- Integrations marketplace
- Priority email support
Enterprise
For accountants and firms managing multiple clients
- Everything in Pro
- Multi-client workspace
- SSO/SAML authentication
- Data residency controls (US/EU/APAC)
- Advanced RBAC with approval workflows
- Audit log exports with signatures
- Dedicated support + SLA
- Custom integrations
All plans include bank-grade encryption, SOC2 controls, and GDPR compliance.
Need help choosing? Talk to our team →Trusted by accountants and founders
From solo freelancers to multi-client accounting firms, OpportunityOS automates the work that slows you down.
Questions? We've got answers
How does AI categorization work?
Is my bank data secure?
What regions and currencies do you support?
Can I migrate from QuickBooks or Xero?
How accurate is AI reconciliation?
Do I still need an accountant?
What integrations are available?
Can I export my data anytime?
Stop doing bookkeeping.
Start growing your business.
Join accountants and SMBs automating their monthly close with AI that explains every decision.
Start free for 14 daysNo credit card required • Full access to AI agents • Cancel anytime