| What it does | The System of Record for Investment Accounting
| AI business analyst and unified MCP hosting for your tools and data
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Not given
| Freemium
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| Pricing | Not given
| Free (up to 300 monthly unique visitors, no card required); Starter $19/month (1,000 visitors); Growth $79/month (3,000 visitors); Scale $199/month (10,000 visitors); Business $499/month (50,000 visitors). All paid plans include 14-day free trials. Extra seats $19/month each. Optional usage-based ov
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| Key features | - Multi-book accounting (ABOR, IBOR, GAAP, Tax, Performance, Currency, Custom Views)
- Real-time processing and continuous reconciliation
- Anomaly detection and automated exception resolution
- Bitemporal data views with portfolio history
- Workflows and collaboration tools with oversight and escalation
- NAV contingency with shadow NAV and disaster recovery
- NoSQL big-data database for scalability
- Cloud-native architecture with high availability
- Comprehensive reporting and management dashboards
| - Cookieless, GDPR-compliant tracking script under 30KB that loads after page and never delays load or unload
- Unified MCP endpoint for querying data from Claude, ChatGPT, Gemini or any AI model
- AI business analyst with dashboard showing visitors, conversion rate, revenue, leads and attribution
- Session recordings and heatmaps (from 3 pages on Free up to unlimited on paid plans)
- AI SDR for researching and drafting outreach (10 prospects/month on Free, up to 1,500 on Business)
- CRM and identity graph connecting visitors to real people and companies
- Goal tracking with mcph.track and visitor identification with mcph.identify API calls
- Company enrichment to see which companies visit your site
- Attribution tracking with first-touch and last-touch, UTM parameters and ad click IDs
- Ad audience sync and server-side conversion API for Google Ads and Meta platforms
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| What makes it different | - Single transactional source for multiple accounting views across all asset classes
- Continuous real-time processing with always-running controls and workflows
- Fully automated accounting-based contingent NAV solution
- Cloud-native deployment with no setup and continuous updates
- Industry-leading architecture supporting unlimited multi-book capabilities
| - Only one tracking script to install; everything else—connectors, MCP endpoint, AI—optional but integrated
- Model-agnostic: use your data from Claude, ChatGPT, Gemini or any AI with no lock-in
- Private by architecture with isolated workspaces, no cookies, no fingerprinting, fully transparent data handling
- Answers from real data with no guesses; AI business analyst shows which metric and time window it used
- Built and dogfooded by one founder running six businesses who needed one unified business context
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 49 ▲ +1 (up) since last check | 71 ● no change since last check |
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| Trust Flow (Majestic) | 12 | 15 |
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| Citation Flow (Majestic) | 19 | 36 |
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| Referring domains (Majestic) | 237 | 117 |
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FundGuard™
BusinessMCP