Pretium: AI CFO

Your books, done. Your numbers, clear. Your next move, obvious.

Pretium is the financial command center for small businesses. It starts with bookkeeping that runs itself, and it is built to grow into a full AI CFO that helps you see what is coming and act early.

Connect your bank and let the work happen in the background. Pretium categorizes and books your transactions, checks in only about the few it is unsure of, and hands you real financial statements you can actually read.

WHAT YOU GET

• Automatic bookkeeping. Connect your bank securely through Plaid. AI categorizes and books transactions for you.
• Smart questions, not busywork. Pretium asks only about the transactions it cannot place with confidence.
• Real financial statements. Income statement, balance sheet, cash flow, trial balance, and general ledger.
• See it your way. Month, quarter, and year columns, with percent of total and period and year over year comparisons.
• Tap to drill down. Go from any number straight to the transactions behind it.
• Reconcile on demand. Match your accounts when you want, and stop whenever you like.
• Run the essentials. Invoices, bills, customers, and vendors, all in one place.
• Track what you own. Add assets like your home, car, and property for a fuller picture.
• Stay in the loop. Get a push the moment your books are ready.

BUILT TO GROW WITH YOU Bookkeeping is the foundation. Pretium is becoming your AI CFO, with insights and cash flow forecasting that help you plan ahead, protect your runway, and make confident decisions.

SECURITY YOU CAN TRUST

• Bank grade security
• Two factor authentication
• Face ID sign in

Spend less time in the weeds and more time running your business. Pretium keeps your numbers current, so you always know where you stand.

Pretium is a tool to help you understand and organize your finances for your own review. It is not a substitute for professional tax, accounting, or financial advice.