The AI-native accounting software for startups and SMBs
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Porter makes bookkeeping simple, intuitive, and actionable. We start where founders already are, become indispensable, and then become the new system of record.
Add automation and clarity on top of the ledger founders already use.
The daily financial surface founders rely on. QuickBooks fades into the background.
The modern successor to QuickBooks. The system of record for 300M global SMBs.
Founders wait days or weeks for replies. Critical questions stall. Month-end momentum dies.
Important context is buried across Slack, email, text messages, shared folders, and ad hoc conversations. When the bookkeeper misses something, no one knows where the instruction originally lived.
Outsourced bookkeepers manage 20 to 30 clients at a time. They lack the depth of context needed to categorize transactions correctly or maintain schedules accurately. Nuances never make it into the ledger.
Bookkeepers believe their job ends when they deliver financial statements. But founders want more: What changed this month and why? Should I be concerned about this pattern? How does this affect runway, hiring, pricing, margins, or strategic decisions?
Traditional firms deliver static reports. Founders need clarity, explanation, and insight.
Founders end up with numbers they cannot trust.
| Date | Payee | Amount | Category | Status |
|---|---|---|---|---|
| Nov 24 | Unknown | -$34.00 | Automobile | Pending |
| Nov 13 | Monthly Payment | +$900.00 | Checking | Pending |
| Nov 11 | Squeaky Kleen | -$19.99 | Automobile | Synced |
The wedge: Enhance QuickBooks today, replace it tomorrow.
No new system of record for startup and SMB finance in decades.
Porter has the opportunity to become the AI-native financial backbone for millions of businesses.
Time consuming and error prone. Distracts from building.
Too expensive for early-stage companies.
[Kruze Consulting, Pilot.com, Haven, Bench, Countsy] Unresponsive, slow, inconsistent, low-context. Overloaded with clients.
[Puzzle, Digits] Require day-one migration. Trust barrier too high.
Porter wins by: Meeting founders where they are (QBO) while giving them a modern, intuitive, automated system. Build trust first, then replace the ledger.
This philosophical difference produces structural advantages that compound over time.
Explanations, rules, policies, and insights designed for founders. Easier to adopt, learn, and engage with.
Porter connects to Slack, email, payroll, CRM, drives, expense tools, and QBO to build a financial and operational context graph.
Understand business models, infer drivers, categorize intelligently, explain clearly, detect anomalies.
Founders become active participants in their numbers, not passive recipients.
No competitor has both workflow ownership and contextual signal.
| Code | Description | Cost | Life | Status |
|---|---|---|---|---|
| FA002 | Ford Heritage Box Truck | $32,169 | 60 mo | Active |
| FA001 | Insulation equipment | $12,000 | 60 mo | Active |
| FA003 | New vehicle (Truck) | $30,000 | 60 mo | Active |
High retention, strong expansion potential as companies grow.
Find technical cofounder. Finalize architecture. Begin hiring.
Categorization, schedules, tasks, Business Model agent, policy engine, close checklist, reports.
Initial proof of product value and willingness to pay.
Hire product designer, frontend engineer, backend engineer.
Strong retention. AI insights module. Deeper integrations.
Scalable onboarding. Ledger infrastructure. Prepare next raise.
Porter's roadmap moves deliberately from low-friction adoption to complete category transformation. We start where founders already are, become indispensable, and then become the new system of record.
The end state: Porter is the accounting system Intuit would build today if it weren't constrained by 30 years of legacy code.
Three forces converge to make Porter inevitable:
AI can finally automate bookkeeping with high accuracy.
Founders expect real-time clarity, not month-late spreadsheets.
SMB back-office software has not evolved in decades.
Porter is the first accounting platform built for the operator era, not the accountant era.
I've lived this problem from every angle:
One-person BizOps at Lev: owned recruiting, HR, finance, investor reporting, vendor management, special projects, and bookkeeping. Automated everything except the books.
Fractional Head of Ops for multiple VC-backed startups. Saw the same pain points across every company.
Currently doing bookkeeping myself for a traditional small business. I know where the system breaks.
Porter is designed from real operational experience, not theory.