Everything Median does for you.
Your bookkeeping, reporting, and financial analysis, handled and kept current through the month. Here is included bookkeeping and reporting, separately priced services, and preview access for AI tools.
Your books, handled for you all month long.
Connect your bank, Stripe, Ramp, and payroll. We categorize and post transactions every business day, and a real accountant reviews the exceptions and is accountable for the result.
Included in bookkeeping
- Transactions posted every business day
- Cash or accrual, your call
- Routine categorization automated, exceptions reviewed
- Monthly statements delivered automatically
What happens on your books
Every business day- Stripe, Mercury, Ramp, and Gusto feeds sync
- AI categorizes new activity
- Anything uncertain goes to review
- Your accountant reviews the exceptions
Illustrative output with fictional figures.
Explore this in the demoKnow your numbers in real time.
Your revenue, spend, and ad data sit right next to your books, so the numbers you make decisions on are live, not a month behind.
Included in bookkeeping
- Runway, burn, and cash on hand
- MRR, ARR, churn, and gross margin
- Profit and CAC payback by channel
- What changed since last month, and why
Live dashboard
updated 9:02 AMIllustrative output with fictional figures.
Explore this in the demoAsk anything about your books and get a real answer.
Ask in plain language. Your accountant replies on business days, with AI helping prepare the answer. Complex questions follow an agreed scope and timeline.
Included in bookkeeping
- Plain-language questions, real answers
- Replies on business days; complex questions scoped with you
- Every answer traces back to your books
Ask Median
which channel has the best CAC payback?
Paid search pays back in 4.1 months. Content in 6.8.
Paid social is at 11 and climbing. Want the cohort breakdown?
The AI drafts the answer; a real accountant stands behind your numbers.
Illustrative output with fictional figures.
Explore this in the demoRun your finances from your AI.
Customer MCP access is in preview. Contact Median to confirm access for your company before connecting Claude. Enabled accounts can read supported financial reports.
Preview: access confirmation required
- Preview access enabled by Median on request
- Ask about your books in plain language
- Pull your P&L, balance sheet, and cash flow from your AI workspace
- Read-only, so your AI cannot change the books
In Claude, via MCP
Median connectedHow did this quarter's P&L compare with last quarter's?
Revenue rose from $368,000 to $412,000. Gross margin slipped from 70.1% to 68.4%, mostly because hosting costs grew faster than revenue.
Claude reads your statements from Median and answers in plain language.
Illustrative output with fictional figures.
Request preview accessIncluded capabilities and additional services.
Bookkeeping, reporting, and answers are included. Tax services and complex engagements are separately scoped. MCP access is in preview.
Bookkeeping
- Daily bookkeeping, not month-end
- Automatic categorization, human review on the exceptions
- Cash or accrual basis
- Catch-up and cleanup of old books
- Chart of accounts built for you
Reporting
- P&L, balance sheet, and cash flow
- General ledger, kept current
- Monthly statement packages, delivered
- Investor-ready and board-ready reports
Analysis
- Runway, burn, and cash on hand
- MRR, ARR, churn, and gross margin
- Profit and CAC payback by channel
- What-if scenarios and forecasts
- What changed since last month, and why
Tax and compliance: add-ons
- Federal and state filing, separately priced
- 1099 filing and tax work, scoped with you
- R&D tax credits, from $5,000
- Sales tax filing, add-on
Integrations
- Bank and card accounts via Plaid
- Stripe, Ramp, Brex, and Mercury
- Gusto and Deel for payroll
- Documents pulled from Google Workspace
AI and MCP: preview access
- MCP server for Claude and other AI tools
- Company access confirmed before connecting
- Supported financial reports, subject to account permissions
- Read-only access for AI assistants
Connected to the tools you already run on.