U.S. rollout focus

U.S. Bookkeeping Workflows for Growing Businesses

Run day-to-day bookkeeping with a strong general-ledger core, bank-linked workflows, controlled period close, and modular federal/state support packs.

GAAP-oriented reporting foundation. Designed for phased U.S. coverage by package maturity.

This page describes U.S. rollout focus. It does not claim full compliance in all states and does not replace licensed accountants.

Primary persona: in-house finance teams managing bookkeeping for their own company. Accounting offices can preview the draft page at /solution/accounting-us-office.

Install entry point

Install selected pack Request U.S. demo View rollout roadmap Join pilot/internal cohort

Pricing from Silver.

Pilot/internal cohort path is limited to launch-scope states and controlled onboarding windows.

What you get

General ledger and journal-entry workflows.
Trial-balance and account-ledger views.
P&L and balance-sheet reporting views.
Invoice, bill, and payment lifecycle orchestration.
Period-close checklist and posting controls.
Workflow-level audit trails for corrections, approvals, and bank-linked reconciliation.

Proof block · Controlled month-end close

1) Lock draft period

Freeze routine posting while exceptions are reviewed.

2) Review exception queue

Approve adjustments with attribution and checklist status.

3) Close and hand off

Publish close evidence package for advisor follow-up.

Why this is different

Not just bookkeeping screens

Workflow-driven bookkeeping with approvals, handoffs, visible reconciliation, and exception routing across day-to-day finance operations.

Approval-aware bookkeeping workflows

Attach posting controls and review checkpoints before close-critical actions move forward.

Controlled close with visible evidence

Keep close tasks, adjustments, and sign-off history in a traceable evidence trail.

Reconciliation + exception routing

Route unresolved transactions into operator queues instead of hiding them in manual side lists.

Phased federal/state rollout model

Expand by package scope, keeping rollout decisions explicit as coverage grows.

Best fit for

Built for teams that need bookkeeping plus controls

Finance/ops teams with approval checkpoints

Best when your process needs explicit owner sign-off before period-close and payout-sensitive steps.

Businesses needing advisor handoff packets

Useful when internal operators prepare evidence bundles for external accountant review and follow-up.

Teams expanding by phased U.S. rollout

Strong fit for staged federal + state package adoption rather than all-at-once multi-state promises.

Typical operating profile and throughput fit

Most successful launches are finance/ops teams handling roughly 500 to 20,000 transactions per month, with explicit close ownership and advisor handoff expectations.

Teams below 500 monthly transactions can still use this stack when controls matter; teams above 20,000 usually need staged rollout with reconciliation queue tuning and workflow automation.

Qualification and rollout fit

Share your current state and get the recommended next step: demo, pilot checklist, or phased rollout workshop.

Start pilot checklist

Expected onboarding timeline

  1. Week 1: connect source data, validate chart structure, and define close owners.
  2. Week 2: configure posting controls, reconciliation queues, and advisor handoff packet defaults.
  3. Week 3: execute first controlled live run and confirm rollout readiness for next package scope.

Built for U.S. bookkeeping

Cash/accrual-friendly setup.
Supports common LLC/corporation bookkeeping workflows (configuration-dependent).
Advisor-friendly exports for review and handoff workflows.
GAAP-oriented reporting foundation, not a certification claim.

Tax filings, legal determinations, and final compliance positions should be reviewed by licensed accountants and legal professionals in the relevant jurisdiction.

Proof block · Advisor handoff/export-friendly review

📤 Ledger export set

Chart, trial balance, and source-linked journal lines.

🧾 Review packet

Attach reconciliations, adjustments, and notes in one bundle.

🤝 Accountant-ready handoff

Supports licensed accountant review without replacing professional judgment.

Connect bank activity to your books

Import transactions through controlled bank integrations, review matches, route exceptions, and keep reconciliation visible to finance operators.

Normalized transaction intake.
Repeatable matching and reconciliation flow.
Visible exception queue.
Expand with additional providers over time.

Proof block · Bank review & reconciliation workflow

① Import

Ingest bank feed batches in a controlled queue.

② Match

Apply repeatable matching rules to known patterns.

③ Escalate

Push unresolved lines to an exception review lane.

④ Reconcile

Confirm reconciled status with a visible operator trail.

Start with a U.S. base. Expand with federal and state packs.

Install path · Base

U.S. Accounting Base

accounting-us-base

Install U.S. base

Install path · Federal

U.S. Federal Accounting

accounting-us-federal

Install federal add-on

Choose your state pack

Install U.S. state-specific package

State options and links below are generated from apps/accounting-us-state-*/manifest.json package names.

California (CA)

accounting-us-state-ca

Choose California (CA)

Florida (FL)

accounting-us-state-fl

Choose Florida (FL)

Texas (TX)

accounting-us-state-tx

Choose Texas (TX)

Wyoming (WY)

accounting-us-state-wy

Choose Wyoming (WY)

Supported states from currently available packages: California (CA), Florida (FL), Texas (TX), Wyoming (WY).

Package maturity mapping

Base/Federal + launch-state status map

Runtime state source: rollout status feed v2026-04-06 (updated 2026-04-16).

Package layer Package/status key Current maturity/status Source
U.S. base accounting-us-base Foundation layer (required for federal/state add-ons) Package manifest/install metadata
Federal add-on accounting-us-federal Phased federal support surface Package manifest/install metadata
State pack accounting-us-state-ca Pilot / in rollout Runtime rollout status feed
State pack accounting-us-state-wy Launch ready (controlled external rollout) Runtime rollout status feed
State pack accounting-us-state-tx Pilot / in rollout Runtime rollout status feed
State pack accounting-us-state-fl Pilot / in rollout Runtime rollout status feed

Current rollout visibility

State rollout visibility (runtime status)

Version 2026-04-06 · last updated 2026-04-16

California (CA)

Pilot / in rollout

Foundation available: Yes

Planned next capability areas

  • State checklist hardening for close controls
  • Expanded reconciliation exception ownership rules
  • Additional report/export validation gates

Not yet included

  • Broad multi-state equivalence claims
  • Automated filing submission workflows
  • Complete jurisdiction-wide compliance coverage

Wyoming (WY)

Launch ready (controlled external rollout)

Foundation available: Yes

Planned next capability areas

  • Quarterly evidence-validator drift replay
  • Post-launch operator coverage hardening
  • Cross-pack dependency-change monitoring

Not yet included

  • Automated state filing submission
  • Universal legal/compliance guarantee
  • All-entity edge-case coverage

Texas (TX)

Pilot / in rollout

Foundation available: Yes

Planned next capability areas

  • State notice workflow UAT closure
  • Launch-state evidence packet hardening
  • External review gate preparation

Not yet included

  • Automated filing submission workflows
  • Complete jurisdiction-wide compliance coverage
  • Broad multi-state equivalence claims

Florida (FL)

Pilot / in rollout

Foundation available: Yes

Planned next capability areas

  • Expanded state checklist hardening
  • Launch-state evidence packet hardening
  • Controlled external review readiness

Not yet included

  • Automated filing submission workflows
  • Complete jurisdiction-wide compliance coverage
  • Broad multi-state equivalence claims

Rollout status reflects current package maturity for bookkeeping workflow support. It is not a filing/compliance certification.

Proof metrics module (14-day trend target view)

Launch operations proof signals

Metric definitions align with docs/accounting/us-proof-metrics-dashboard-spec-v1-2026-04-06.md.

close_cycle_days_p50

≤ 7.0 days

recon_match_rate

≥ 0.92

recon_exception_aging_p95_hours

≤ 72h

resolver_fallback_rate

≤ 0.20

state_pack_gate_blockers_open

0 for launch review

Request pilot metrics walkthrough View metric dictionary

AccordFlow approvals and e-signature workflows

AccordFlow integrates approvals and signature evidence with accounting workflows.

Signed approval checkpoints for close, adjustments, and payout batches.
Internal finance approvals attached to audit trails.
Vendor/customer form acceptance for onboarding and billing changes.
Evidence packages and consent/audit history for controlled recordkeeping.

AccordFlow provides a technical and audit foundation for electronic-signature workflows. Final legal/compliance posture depends on deployment policy, document type, and jurisdiction-specific requirements.

Foundation first. Compliance packs in phases.

Start with reliable U.S. bookkeeping workflows, then expand federal/state support with controlled package rollouts.

Messaging guardrail: no broad multi-state compliance claim is implied by this page.

Plan rollout View pricing & purchase options