7000 · Autessa Accounting

Team, controls and setup

Autessa Accounting is built for a small finance team. Home ranks everything that needs a person, Getting started guides setup and saves as you go, additive roles give each teammate the screens they need, the activity log permanently records every change, human or automatic, and plain-language labels keep the accounting terms beside them.

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Home · What needs you/SAMPLE

Marketing is over budget$20,350 of $20,000 · cards frozenOpen

Freeze this card at AmexSales Amex ••3008 is over budgetHow

6 transactions need a categoryReview inboxReview

New agent card found, set it upMercury agent card ••7752Set up

5 receipts missingCard purchases over $75Attach

In one sentence

Set up with a guided walkthrough, give each person the screens their job needs, and keep a permanent record of every change, human or automatic.

Why teams choose it

A to-do list, not a dashboard.
Guided setup with suggestions from your own data.
An append-only activity log, automation included.

Capabilities

What is in team, controls and setup?

Home: what needs you

Home is a triage list of everything that needs a person, worst first, each item linking straight to the screen that fixes it.

Guided getting started

Getting started walks an administrator through guided steps that save as you go, from connecting Mercury (or uploading statements) to choosing guardrails.

Roles and team

Bookkeeper, Accountant, Controller and Admin roles add up, each seeing everything the one before can plus more, and gated actions are hidden rather than shown disabled.

Activity log and audit trail

The activity log records every change with who made it and what it was before, including automatic sync and guardrail actions, and is never edited or deleted.

Plain-language accounting

Labels lead with the business owner’s words and keep the precise accounting term beside them, so a founder and an accountant read the same screen.

At a glance

Each capability, in one line

7010Home: what needs youHome is a triage list of everything that needs a person, worst first, each item linking straight to the screen that fixes it.7020Guided getting startedGetting started walks an administrator through guided steps that save as you go, from connecting Mercury (or uploading statements) to choosing guardrails.7030Roles and teamBookkeeper, Accountant, Controller and Admin roles add up, each seeing everything the one before can plus more, and gated actions are hidden rather than shown disabled.7040Activity log and audit trailThe activity log records every change with who made it and what it was before, including automatic sync and guardrail actions, and is never edited or deleted.7050Plain-language accountingLabels lead with the business owner’s words and keep the precise accounting term beside them, so a founder and an accountant read the same screen.

Other areas of Autessa Accounting

Cards and spend management →Every card your company has, Mercury or any other bank, belongs to a department, counts against its budget and is coded before it ever reaches the books.Bookkeeping automation →Transactions arrive from Mercury or any statement, are checked, deduplicated and coded automatically, and wait for one person to approve them before anything touches the ledger.Departments and budgets →Each department gets a monthly budget broken down by category, and guardrails act on its cards the moment it runs over.Bills, invoices and inventory →Money you owe, money owed to you and the stock you sell, each recorded on accrual terms and posted to the ledger.General ledger and close →Real double-entry books underneath: every entry balances, nothing posted is ever edited, and close refuses to run until the month is clean.Financial reporting →Every report reads straight from the ledger, from the core financial statements to burn, runway and what each project earned.

Run team, controls and setup in Autessa Accounting

Set up with a guided walkthrough, give each person the screens their job needs, and keep a permanent record of every change, human or automatic.

Start free

Connect Mercury or upload statements from any bank · guided setup · nothing posts without a person

100% customizable, code and all

Make Autessa Accounting fully your own.

Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

Start free and make it yours