Everything Median does for you.
Your bookkeeping, reporting, and financial analysis, handled and kept current through the month. Here is the whole product, from the daily bookkeeping to the answers your AI can pull on its own.
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.
- Transactions posted every business day
- Cash or accrual, your call
- 93% of transactions are categorized automatically
- 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
Know 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.
- 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 AMAsk anything about your books and get a real answer.
Ask in plain language and get an answer the same day, drafted by AI and backed by the accountant who knows your books.
- Plain-language questions, real answers
- Same-day replies in your tool of choice
- 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.
Run your finances from your AI.
Median runs a Model Context Protocol server, so Claude and other AI tools connect straight to your account, read your live numbers, and pull reports.
- Connect Median to Claude in minutes
- Query live financials in plain language
- Pull reports and run scenarios from your AI workspace
- Read-only today, with more on the way
In Claude, via MCP
Median connectedWhat happens to runway if I hire two engineers at $180k?
Runway goes from 16.9 to 12.4 months. Pausing paid social brings it back to 14.1. Want the model?
Connect Median to Claude or any MCP client and query your live books in plain language.
The whole product, in one place.
One firm and one system for your books, your reports, your answers, and your AI.
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
- Federal and state filing
- 1099s and deadline tracking
- 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
- MCP server for Claude and other AI tools
- Ask anything in plain language
- Same-day answers, backed by your accountant
- Agent-ready, read-only access today
Connected to the tools you already run on.