01
Document Intelligence
PDF bank statements become structured transactions through a per-page AI Vision OCR pipeline, with reconciliation passes and balance validation built in.
Private preview · 2026
The operating system for modern accounting firms.
ProjectBX connects client intake, document intelligence, financial analysis, and pricing into one agentic workflow — so accounting teams spend their time advising, not assembling.
Built in partnership with a leading regional accounting firm.
Now onboarding select partner firms.
Now onboarding select partner firms.
projbx.app / Transactions
Operating · 1421Reconciled
Mar 1 – Mar 31247 transactions
Date
Description
Amount
COA
Reasoning
Mar 04
STRIPE PAYOUT 8C7F
+ $14,820.00
4000 · Revenue
Recurring payout pattern from Stripe Inc.
Mar 04
GUSTO PAYROLL #4421
− $38,514.22
6100 · Payroll
Biweekly payroll vendor, matches calendar.
Mar 05
CHECK #1183 — KIMBERLY OBRIEN
− $4,200.00
6210 · Contractors
Repeat contractor payee with 1099 history.
Mar 05
AWS US-EAST-1
− $1,284.91
6450 · Hosting & Infra
Cloud infrastructure vendor.
Mar 06
VENMO · J. MAYER
+ $640.00
4150 · Other Income
P2P inbound, owner reimbursement pattern.
Mar 06
DELTA AIR 0061827
− $1,108.40
6610 · Travel
Airfare vendor, T&E category.
Mar 07
ACH RETURN R01
− $2,150.00
1100 · Suspense
Returned debit, awaiting reconciliation.
OCRClassificationInsightsProposals
The platform
Six layers, one system.
Most "AI for accountants" is a feature bolted onto an old tool. ProjectBX is the stack underneath — every layer designed to talk to the next, so the work flows from document to deliverable.
02
Classification Engine
Every transaction is mapped to your Chart of Accounts with reasoning and confidence — the firm sees not just the answer, but why.
03
Financial Analysis
Executive summaries, cash-flow pivots, vendor concentration, and loan-activity detection are generated automatically from the transaction graph.
04
Pricing & Proposals
A dynamic fee model — base + variable treasury, annualized transactions, software, onboarding — produces a branded DOCX proposal in one click.
05
Client Onboarding
Chart of Accounts setup, historical reconstruction, and handover notes live inside the same workflow as the engagement stage — no rework, no lost context.
06
Security & Governance
Clerk SSO, encrypted storage, and an audit-ready event log. The substrate firms need before they trust software with the books.
The workflow
Five steps. One file in. One proposal out.
From the first statement upload to a sendable proposal, the firm stays in a single tool — and a single source of truth.
- 01
Upload
Drag in a year of statements. ProjectBX parses each page and reconciles balances.
- 02
Transactions
Every transaction classified to the Chart of Accounts with confidence and reasoning.
- 03
Executive Summary
Inflows, outflows, pivots, and a written narrative — generated, not assembled.
- 04
Insights
Vendor concentration, loan activity, reclassification candidates surfaced as cards.
- 05
Quote
A pricing model that reflects what the work actually is. Exports to a branded proposal.
The standard
90% right is 100% wrong.
In accounting, “almost” isn't a grade — it's a misstatement. A number that's close still doesn't reconcile, still fails the review, still lands on a partner's desk to chase down. So ProjectBX isn't built to be impressive in a demo. It's built to be right on the books.
Per-page OCR
Every page is read on its own and cross-checked, so a smudged line or split column never silently drops a transaction.
Balance validation
Extracted activity has to reconcile to the statement's own opening and closing balances — to the penny — before it's trusted.
Confidence & review
Each classification ships with a confidence level, so reviewers spend their judgment on the boundary cases, not the obvious ones.
A look inside
Reasoning, not just classification.
Every classification ships with the reasoning behind it and a confidence level. Reviewers focus where their judgment matters — the boundary cases — instead of re-keying obvious ones.
- Per-transaction
- COA · reasoning · confidence
- Bulk operations
- Reclassify · re-explain · export
- Exports
- CSV · QBO · proposal DOCX
- Audit log
- Every override captured
Operating · 1421Reconciled
Feb 1 – Feb 29312 transactions
Date
Description
Amount
COA
AI reasoning
Feb 04
STRIPE PAYOUT 8C7F
+ $14,820.00
4000 · Revenue
highRecurring payout pattern from Stripe Inc.
Feb 04
GUSTO PAYROLL #4421
− $38,514.22
6100 · Payroll
highBiweekly payroll vendor on cadence with calendar.
Feb 05
CHECK #1183 — KIMBERLY OBRIEN
− $4,200.00
6210 · Contractors
highRepeat contractor payee with 1099 history.
Feb 05
AMEX PMT — PLATINUM 1004
− $12,310.46
2100 · CC Liability
highOwner-cardholder payment, liability settle.
Feb 06
ACH IN · WELLS FARGO LOAN
+ $50,000.00
2400 · Long-term Debt
goodInbound transfer pattern-matches term-loan draw.
Feb 07
VENMO · J. MAYER
+ $640.00
4150 · Other Income
reviewP2P inbound — owner reimbursement pattern.
Feb 07
ACH RETURN R01
− $2,150.00
1100 · Suspense
reviewReturned debit, awaiting reconciliation.
Feb 08
DELTA AIR 0061827
− $1,108.40
6610 · Travel
highAirfare vendor, T&E category.
Showing 8 of 312Export · CSV · QBO · DOCX
Why now
The accounting stack is a stitched-together patchwork — QBO, Excel, Word, and a half-dozen point tools. ProjectBX collapses it into one OS.
The next generation of accounting firms won't win by hiring more juniors. They'll win by running on a system that reads the documents, classifies the activity, surfaces the insights, and prices the work — so partners can spend the hours on the client conversation that actually moves a business forward.
We're building that system, in production, with firms.
Early access
Get early access.
We're selecting a small cohort of partner firms ahead of broader availability. Join the waitlist and we'll reach out personally.
- Personal demo run by the founders
- Guided setup on your own statements
- Early pricing locked in for life
- Direct line to the product team
Private preview · 2026
See ProjectBX run on your own statements.
We're onboarding a small set of partner firms ahead of broader availability. Join the waitlist and we'll reach out personally.