The platform for accounting firms. Founded by a CFO.
Pursor connects to the ledger your clients already have, their banks, cards, sales channels and tax portals. The agents do the routine finance work, humans make the judgement calls. Your firm runs them, and signs the result.
Joining from your accounting firm? Read what you will see, or sign in.
Powered by Pursor
Pursor is the platform. The work is delivered by your firm. We support Fulfil, NetSuite, Acumatica and QuickBooks. No cumbersome implementations or migrations: once your stack is connected, you are ready to go in days, not months.
Every client-facing page is branded for your client, serviced by your firm and powered by Pursor. Our agents are clearly listed by client, and their job is to make your life easy by doing the mechanical work whilst leaving you to spend your time on the issues that need your professional judgement and expertise.
A month on Pursor
The books
Every bank and card line coded to the account the ledger itself has used before. Payouts tied to orders, payments to bills, transfers to each other. Every account reconciled. Month-end journals prepared from the evidence and posted with a detailed description.
The cash
A twelve-week cashflow forecast built from the bank, the orders, the bills and the purchase orders, published every Monday by the agents and edited and adjusted by you. The vendor payment list goes to whoever makes the payments.
The close
Transactions, month-end journals and reconciliations are done before anyone looks. Only the exceptions that need your judgement reach your Inbox. Your client sees the exceptions. Your account manager talks to the agents to get to the bottom of the issues before making the call.
The record
Nothing is replaced and nothing migrates. Pursor reads the client’s systems, works beside them, and writes back only through the ledger’s own door, under rules set per client and per operation.
Every read of a bank, card, channel, ledger or tax portal is logged with what it read and when. A card never asks a person for what a connected source already holds.
Every entry is claimed before it is made, recorded with its evidence, dated correctly, kept out of closed periods, and confirmed by the state a person would see in the ledger. Each carries a description that says why.
A wrong outcome is contained to the operation that produced it, with an authorized reversal and the trail kept. The whole agent is not switched off because one line was.
Posting, tax approval and sign-off belong to named people with the right to hold them. Seeing a client’s books is not permission to act in them. Payroll at the person level is walled to the client’s Controller.
Bank connections are read-only and come via Stripe Financial Connections. Bank credentials are never held by Pursor.
Pursor is powered by Claude, and the model is a temp worker. Every call is stateless, and nothing derived from a client’s data rests with a third party.
On the systems your clients have
Ledgers
Connect the rest of the stack
Tax
Sales tax, by the return
A separate service for clients that need it. Pursor calculates what was owed by jurisdiction from the client’s own orders, files, pays on time, books the balance-sheet entries and says where its figures differ from the current provider’s. Priced per return filed, not by the month.
Run the free checkBring your clients
Put a client on Pursor and the agents take that client’s routine; your people handle the exceptions, the advice and the signature. Terms on request. Let’s talk.
Contact usWho built it
Pursor is built by the people who run Proper CFO, and is perfect for clients who like their underlying ledger. The founder, Andrew Playford, is a chartered accountant (UK) with over 25 years’ experience as a US-based CFO. Pursor was built in collaboration with several clients ranging in sales from $10m to $100m.
Give finance its hours back.