What is Fortune?

Fortune is an AI‑powered accounting software that streamlines bookkeeping for small businesses, freelancers, and finance teams. It automatically reconciles bank transactions, categorizes expenses, and generates cash‑flow, income, and expense reports in seconds, enabling real‑time decision making.

The platform offers rule‑based automations and advanced transaction search to eliminate manual data entry and reduce error risk. Users can manage multiple currencies, export transaction data to CSV or Excel, and maintain complete control over their financial records with secure, end‑to‑end encryption.

Fortune’s command‑line interface and AI accountant provide instant insights and support, while strict privacy policies ensure personal financial details remain confidential. The service integrates with Plaid’s secure API, allowing safe, read‑only access to over 17,000 financial institutions across the US, Canada, and Europe.

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Fortune's key features

Instant financial reports generation
Automated expense categorization
Lightning-fast bookkeeping reconciliation
Rule-based automation workflows
Multi-currency account management
Advanced transaction search tools
Export transactions in CSV/Excel

Fortune use cases

Streamline monthly bookkeeping for a freelance graphic designer by automatically reconciling bank statements, categorizing every expense, and exporting a clean CSV that can be imported into QuickBooks—no manual data entry required.
Maintain up‑to‑date cash‑flow dashboards for a small e‑commerce shop operating in USD, EUR, and GBP, allowing the owner to instantly see where funds are moving and adjust inventory spend without opening spreadsheets.
Generate privacy‑protected financial statements via Fortune’s command‑line interface for a consultant who prefers secure, terminal‑based workflow, producing PDF summaries and CSV exports for audit purposes.