OparFinance gives your business a virtual CFO — no matter where your data lives. AI that resolves messy merchants, categorizes transactions, and catches what humans miss.
Cash Balance
$187,500
+2.8% vs last month
Pending Review
12
3 high confidence
Books Health
92
out of 100
AR Aging 60+
$18,200
2 invoices overdue
Recent Transactions
Home Depot
HOME DEPOT #4521
Amazon
AMZN MKTP US*2K7
Martinez Plumbing
MARTINEZ PLUMB
95%+
Categorization accuracy
< 30s
Per transaction review
10x
Faster than manual entry
$0
To start your trial
Six capabilities that transform how you manage your books. All powered by AI, all connected to your financial data.
Our AI recognizes messy merchant names, resolves them, and categorizes transactions with confidence scoring. 95%+ accuracy out of the box.
High-confidence transactions post automatically. Low confidence gets routed to a 1-tap approval queue. You stay in control.
A 0-100 health score for your books. See uncategorized transactions, duplicates, missing receipts, and vendor compliance at a glance.
Ask Fin anything about your finances. Cash flow projections, job profitability, vendor spend analysis — in plain English.
Snap a photo or forward an email. AI extracts vendor, amount, line items, and matches to transactions automatically.
Automatic vendor 1099 threshold alerts, W-9 tracking, and insurance verification. Never miss a filing deadline.
Industry-specific terminology, benchmarks, and categorization rules. Not a generic tool pretending to understand your business.
No complex onboarding. No data migration. Just connect your data and let AI do the heavy lifting.
Link QuickBooks, connect your bank via Plaid, upload CSVs, or enter transactions manually. We sync your accounts, vendors, and full history. Read-only — we never move money.
Our AI engine resolves merchant names, detects duplicates, and categorizes every transaction with a confidence score. Industry-specific rules ensure accuracy from day one.
See real-time dashboards, health scores, and proactive alerts. Approve transactions in one tap. Ask Fin about your cash flow, profitability, or any financial question.
“OparFinance cut our monthly bookkeeping time from 40 hours to 4. The AI categorization is scary accurate.”
Sarah Chen
Controller, Pacific Construction
“Fin answered a question about our job margins that would have taken me half a day to figure out manually.”
Marcus Rivera
Owner, Rivera Contractors
“The 1099 tracking alone pays for itself. We almost missed $43K in reportable payments last year.”
Lesley Tran
Bookkeeper, OT Bay Builders
Start free. Upgrade when you see the value.
For small businesses getting started
For growing businesses
For multi-entity operations
Join businesses that save 10+ hours per week on bookkeeping. Free trial, no credit card required, setup in 60 seconds.