The 4th Industrial Revolution
of Finance.
Most firms still file paper, chase receipts, and surprise you in April. We engineered a seven-layer stack that captures, classifies, files, defends, and grows your money — continuously.
Each revolution compressed time. The fourth compresses the gap between a transaction happening and you understanding it — to zero.
Books reconcile every night. Tax forecasts refresh hourly. Your money is never a black box waiting for a closing entry.
The stack does the heavy lifting. A licensed advisor reviews, signs, and answers the call. You get speed without trading away accountability.
Seven layers. One vault.
Hover or tap a layer to expand its blueprint. Each one runs continuously, feeding the layer above it.
Data Capture
Every transaction, automatically.
Bank feeds, card streams, receipts, payroll, invoices — captured in real time via Plaid and direct API integrations. No more shoeboxes, no more month-end scrambles.
- Plaid bank sync
- Receipt OCR
- Payroll & POS feeds
- API-first ingestion
AI Categorization
Machine learning that learns your business.
Every transaction is enriched, classified, and matched to the correct GL account by a model trained on millions of small-business books — then verified by a human.
- GPT-class classification
- Vendor enrichment
- Anomaly detection
- Human verification
Real-Time Books
Your P&L, live.
QuickBooks and Xero stay reconciled continuously. Your balance sheet is never more than 24 hours stale. Investors, lenders, and you — always see truth.
- Continuous reconciliation
- Live P&L & balance sheet
- Cash-flow forecasts
- Investor-ready exports
Tax Intelligence
Strategy, not just filing.
The engine forecasts your liability quarterly, surfaces deductions you'd miss, and pre-fills every form. Filing becomes the final keystroke, not the whole event.
- Quarterly liability forecast
- Deduction radar
- Entity-level optimization
- Pre-filled returns
Compliance & Audit Chain
Cryptographic peace of mind.
Every entry is timestamped and tied to its source document. If the IRS knocks, you produce a complete, immutable audit trail in minutes — not weeks.
- Immutable audit trail
- Document vault
- Regulatory monitoring
- One-click IRS response
Advisory Copilot
An AI CFO in your pocket.
Ask anything — runway, hiring impact, pricing changes, tax scenarios. The Copilot answers from your real numbers, instantly, 24/7. Escalate to a human advisor in one tap.
- Natural-language Q&A
- Scenario modeling
- Monthly CFO report
- Human escalation
Wealth & Protection
Compound the upside. Insulate the downside.
Life, health, and key-person coverage woven into the stack. As your wealth grows, the protection layer scales with you — automatically reviewed every year.
- Life & health insurance
- Key-person coverage
- Annual policy review
- Estate-ready structure
The accountant your father used.
vs. the stack you deserve.
What actually powers MPS today.
We don't hide behind buzzwords. Here's every tool currently running the firm — and the exact triggers that unlock the next phase of the 4IR stack.
- Dext / HubdocAuto-extracts receipts & bills so nothing gets keyed in by hand
- Fathom + ReachVisual financial reporting + cash-flow forecasting for CFO advisory
- TaxDomeHeavier-duty tax workflow, e-sign, and CRM layered on top of the client portal
- Plaid directReal-time cash dashboards wired straight to the bank
- Advisory Copilot (AI)Custom GPT trained on live QBO data — answers client questions 24/7
- Arweave / IPFS vaultPermanent, tamper-proof storage of signed returns and audit trails
- n8n self-hostedSelf-hosted automation engine for full control over workflows and data
honest engineering · no vaporware · built in public
Ready to operate at 4IR speed?
Book a 30-minute architecture call. We'll map your current finance ops and show you exactly which layers will pay for themselves first.