Porter

The AI-native accounting software for startups and SMBs

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The Vision

Porter makes bookkeeping simple, intuitive, and actionable. We start where founders already are, become indispensable, and then become the new system of record.

Today

Supercharge QuickBooks

Add automation and clarity on top of the ledger founders already use.

Tomorrow

Become the Interface

The daily financial surface founders rely on. QuickBooks fades into the background.

Endgame

The AI-Native Ledger

The modern successor to QuickBooks. The system of record for 300M global SMBs.

Bookkeeping is broken.
Founders deserve better.

01

Bookkeepers are slow and unresponsive

Founders wait days or weeks for replies. Critical questions stall. Month-end momentum dies.

02

Communication is scattered and chaotic

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.

03

Providers don't understand the business

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.

04

Output is slow, inconsistent, and error-prone

  • Month-end close often takes 3 to 4 weeks
  • Prepaids, accruals, fixed assets, and revenue schedules are frequently missed
  • Nuanced transactions are booked incorrectly, leading to endless back and forth
  • Someone internal must review the books thoroughly, defeating the purpose of outsourcing
05

Static financials instead of actionable insight

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.

Porter turns bookkeeping from
a black box into a business tool.

Automates categorization, matching, schedule creation, and close prep
Connects to QBO plus Slack, payroll, expense tools, CRM, shared drives
Surfaces insights founders actually care about
Provides a Ready vs Needs Review workflow
Includes a Business Model agent for contextual understanding
Provides policy enforcement for accurate and consistent bookkeeping
Transactions
Review and categorize bank transactions from QuickBooks
DatePayeeAmountCategoryStatus
Nov 24Unknown-$34.00AutomobilePending
Nov 13Monthly Payment+$900.00CheckingPending
Nov 11Squeaky Kleen-$19.99AutomobileSynced

The wedge: Enhance QuickBooks today, replace it tomorrow.

Enormous market.
Unserved by modern software.

30M
US SMBs
300M
Global SMBs
$8B+
QBO Annual Revenue
$50B+
Bookkeeping Spend

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.

Current options fail founders
in different ways.

1

DIY Bookkeeping

Time consuming and error prone. Distracts from building.

2

Hire Finance Manager

Too expensive for early-stage companies.

3

Outsourced Bookkeepers

[Kruze Consulting, Pilot.com, Haven, Bench, Countsy] Unresponsive, slow, inconsistent, low-context. Overloaded with clients.

4

AI-First GL Replacements

[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.

We build for founders first,
not accountants.

This philosophical difference produces structural advantages that compound over time.

Operator-First UX

Explanations, rules, policies, and insights designed for founders. Easier to adopt, learn, and engage with.

Proprietary Context Graph

Porter connects to Slack, email, payroll, CRM, drives, expense tools, and QBO to build a financial and operational context graph.

Compounding Intelligence

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.

SaaS with usage-based expansion

Base subscription per company
Advanced module add-ons
Taxes, advisory, multi-entity
Transaction-based automation (future)
Optional human-in-the-loop services
Schedules
View and manage all accounting schedules
Fixed Assets
Intangibles
Prepaids
Rev Rec
Accruals
CodeDescriptionCostLifeStatus
FA002Ford Heritage Box Truck$32,16960 moActive
FA001Insulation equipment$12,00060 moActive
FA003New vehicle (Truck)$30,00060 moActive

High retention, strong expansion potential as companies grow.

Key 18-Month Milestones

Month 0–2

Foundation

Find technical cofounder. Finalize architecture. Begin hiring.

Month 3

MVP Launch

Categorization, schedules, tasks, Business Model agent, policy engine, close checklist, reports.

Month 6

10 Paying Customers

Initial proof of product value and willingness to pay.

Month 8

Team Expansion

Hire product designer, frontend engineer, backend engineer.

Month 12

50 Paying Customers

Strong retention. AI insights module. Deeper integrations.

Month 18

100 Paying Customers

Scalable onboarding. Ledger infrastructure. Prepare next raise.

From QBO Supercharger to the
AI-Native Successor to QuickBooks

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.

Stage 1 — Now

Supercharge QuickBooks

  • AI categorization
  • Matching & reconciliation
  • Automated schedules (prepaids, accruals, fixed assets, rev rec)
  • Supporting docs
  • Close package generation
  • Policy engine
  • Insights on what changed
QuickBooks becomes the passive database.
Porter becomes the operator.
Stage 2 — Expand

End-to-end Financial Platform

  • Spend intelligence
  • Variance analysis
  • Workflow automation
  • Close orchestration
  • Audit prep
  • Cash runway simulation
  • SOC2 evidence mapping
  • Vendor optimization
  • Finance Q&A inside Slack
  • Real-time financial health
Porter becomes the interface founders rely on daily.
QuickBooks becomes invisible.
Stage 3 — Endgame

The AI-Native Ledger

  • Real-time ledger
  • Built-in accruals & rev rec
  • Multi-entity by default
  • Perfect audit trail
  • 100% accuracy goal
  • Eliminates half the finance stack
  • AI learns from the business
  • Seamless upgrade from QBO
Porter becomes the modern successor to QuickBooks:
the AI-native GL for 300M global SMBs.

The end state: Porter is the accounting system Intuit would build today if it weren't constrained by 30 years of legacy code.

Why now

Three forces converge to make Porter inevitable:

01

AI Capability

AI can finally automate bookkeeping with high accuracy.

02

Founder Expectations

Founders expect real-time clarity, not month-late spreadsheets.

03

Stagnant Back-Office

SMB back-office software has not evolved in decades.

Porter is the first accounting platform built for the operator era, not the accountant era.

Founder-Market Fit

I've lived this problem from every angle:

01

Operator

One-person BizOps at Lev: owned recruiting, HR, finance, investor reporting, vendor management, special projects, and bookkeeping. Automated everything except the books.

02

Advisor

Fractional Head of Ops for multiple VC-backed startups. Saw the same pain points across every company.

03

Practitioner

Currently doing bookkeeping myself for a traditional small business. I know where the system breaks.

Porter is designed from real operational experience, not theory.