Fortune is an AI accounting platform built for speed and clarity, enabling business owners and decision-makers to generate essential financial reports instantly without manual categorization or reconciliation. The software connects to over 17,000 financial institutions across the United States, Canada, and Europe, pulling in transaction data automatically and organizing it in real time.

The platform replaces traditional bookkeeping workflows with automation. Users can set up transaction rules that Fortune learns from over time, eliminating repeated manual work during reconciliation. Expenses are categorized automatically, and invoices, receipts, and documents can be submitted for Fortune to process on the user's behalf.

A personal AI accountant feature is included in the Standard plan, giving users on-demand answers to financial questions without requiring third-party consultants. Financial reports and statements, advanced cashflow monitoring, and spend alerts via email and SMS are available alongside transaction export in Excel or CSV format.

Fortune is built on Plaid's security infrastructure, using end-to-end encryption and read-only bank access to protect user data. Users retain full control over their personal and financial information, with the ability to export or permanently delete all data at any time. Multi-currency support and the ability to manage unlimited organizations make the platform suitable for entrepreneurs operating across multiple financial streams.