Your AI financial analyst.
Describe the problem.
Carapace digs into your real data, shows you what it finds, recommends what to do next — and then does it.
The whole thing.
Pre-loaded with QuickBooks, HubSpot, and Stripe sandboxes — jump in and try it, no setup required.
Two ways to use Carapace.
Personal Assistant
Give Carapace access to your existing connections. It works on your behalf, using your permissions — like a PA for your finance stack.
- Uses your connected tools
- Works under your permissions
- Acts on your behalf
Team Member
Give Carapace its own dedicated connections and permissions. Onboard it like a new hire — it operates independently and never sleeps.
- Its own connections and credentials
- Independent scope and permissions
- Onboard it like a new team member
Payment time dropped from 52 days to 19. I actually have cash flow now.
Month-end close went from a full week to two days.
Matches POs to invoices automatically. My AP person finally has time to breathe.
Invoices go out on time, late payers get chased. I get a summary every Friday.
Manages 400+ farmer accounts with staggered payment terms. Revenue recognition is automatic.
Invoices automatically when a job closes. No more missed revenue.
We recovered $12K in underpaid insurance claims in the first month.
Catches duplicate charges, flags price increases. Saved us $40K last quarter.
Calculates, invoices, and pays commissions the day a deal closes.
Generates invoices from our patient system same-day. Fridays are for patients again.
Your data, your agents, your rules. No shared anything. No one else has access. Ever.
Your finances, running themselves.
Agents in action
Create and Manage Agents That Do Your Finance Workflow
Create and manage agents through conversation, using your Statement of Procedure. Describe what you want in plain language—no code or complex setup. The system handles orchestration across your connected tools so you say what to do and Carapace runs it where it needs to go.
When your agents run your workflow
Built for results
Make cash move faster
Accelerate collections, drop DSO, and strengthen working capital.
Uncap operational leverage
Volume and complexity increase without adding headcount.
Close continuously
Recognize revenue in real time — no month-end scramble.
Put finance in the driver’s seat
Shift from reactive cleanup to proactive control.
Eliminate execution overhead
Billing, collections, and rev rec run without meetings, follow-ups, or coordination.
Simple, transparent pricing
Choose the plan that fits your team
For founders who want clarity on their numbers without the spreadsheet chaos.
Connect your QuickBooks, Stripe, and HubSpot and ask questions in plain English. Get answers instantly — no accountant required.
- QuickBooks Online (read), Stripe and HubSpot (read + write)
- 1 AI assistant, 1 automated schedule, 1 saved workflow
- 1 user
- Works in-app
- 50 assistant actions/mo, 5 scheduled runs/mo
For operators who want their finances to run in the background.
Your assistant doesn't just answer questions — it does the work. Set up automated schedules and get updates delivered to Slack or email while you focus on the business.
- Everything in Starter, plus QuickBooks write, Gmail, and Slack
- 3 AI assistants, 5 automated schedules, 3 saved workflows
- 1 user
- Delivered to Slack, Gmail, or in-app
- 300 assistant actions/mo, 50 scheduled runs/mo, 10 min max per run
For finance teams managing multiple systems and people.
Give your whole finance team AI assistants connected to every tool you use — accounting, databases, documents, and more. Assistants can hand work off to each other automatically.
- Everything in Autopilot, plus Google Drive, database access (Postgres, MySQL), and multi-ERP support (QuickBooks, Sage, NetSuite)
- 10 AI assistants, 10 automated schedules, 10 saved workflows
- Up to 3 users
- SMS + all Autopilot channels
- Custom automation tools, full audit trail
- 1,000 assistant actions/mo, 200 scheduled runs/mo, 30 min max, 5 simultaneous runs
For finance orgs with complex needs and compliance requirements.
Full CRM and ERP coverage, unlimited scale, and enterprise-grade security. Bring your own tools — we'll connect them.
- Everything in Team, plus Salesforce, Dynamics 365, additional CRMs and ERPs on request
- Unlimited assistants, schedules, and workflows
- Unlimited users
- Microsoft Teams, WhatsApp, and all lower-tier channels
- SSO/SAML, data residency, dedicated support, 99.9% uptime SLA
- Unlimited actions, 20 simultaneous runs, dedicated compute
From Manual Bottlenecks to Autonomous Financial Performance
Connect your tools, build agents in natural language, and let them run your workflow. Carapace replaces spreadsheets, accelerates close cycles, and turns inefficiencies into measurable gains—with memory agents that learn your business.
AR Processing Efficiency
Reduces time spent on accounts receivable by automating reconciliation and collection flows.
Excel Elimination
Replaces spreadsheets with dynamic, audit-ready records—no more manual workbooks.
Data Entry Reduction
Automates inputs across systems to eliminate repetitive manual tasks and reduce error rates.
Revenue Recovered
Detected and corrected over $3 million in misbilled revenue with autonomous compliance checks.
Security is one piece of the picture
Compliance and Security
Role-Based Access Controls (RBAC)
Control who sees what. Fine-grained access management ensures that every user, team, and system interacts with data according to your policies — and nothing more.
Independent Deployments
Every customer runs in a secure, independent deployment — your data and models stay yours. No cross-contamination. No shared intelligence.
System and Organization Controls - SOC Compliant
Carapace is built in adherence with SOC 2 Type II standards, providing full visibility, integrity, and protection across our systems and processes — so you can trust us with your most critical workflows.
Agent Decision
Tracing
Every decision made by Carapace is logged and traceable. From inputs to outcomes, gain full visibility into how actions were taken — with transparent audit trails for compliance and accountability.