Finance · the first department
Get the money right first
Accounts in several countries, a company or two, money moving between all of them. Finance is where Selfirm goes deep first: it reads the statements you already download, checks them against each other, and tells you what is really income, what is spending, and what is only your own money changing accounts.
What the department does
| What it answers | Status | |
|---|---|---|
| Statement import | Hand in PDF, Excel or CSV statements; each file and its account is recognised | Works today |
| Reconciliation | Does every account check out, month after month? If not, where is the gap? | Works today |
| Income, expense or transfer | Leaving out transfers between my own accounts, what did I really earn and spend? | Works today |
| You and your company | Who owes whom between me and each company, and for what? | Planned |
| Spendable cash | After tax set aside, pending settlements and commitments, how much can I actually spend? | Planned |
| Investments | Positions, cost and gains, read from broker statements. Read-only. | Planned |
| Revenue reconciliation | Do gross sales, the platform’s net payout and the bank deposit agree? | Planned |
| Real margin per product | What does each product earn after fees, refunds, FX, AI and cloud costs? | Planned |
| Books and month close | Per-company double-entry books your accountant can review in place | Planned |
Why finance comes first
Money is the backbone
Customers, channels and subscriptions all have to be compared in money in the end. Everything else ties back to it.
It can be checked
Balances must add up and continue from month to month. That gives a ready-made test of whether the record is right.
Mistakes cost the most here
Not trusting your own numbers, mixing personal and company money, reconciling by hand: the pains founders report most are financial.
The law already asks for it
A company must keep books. That is a reason to start today, not someday.
What it is not
Selfirm does not connect to your bank, move money, or file taxes. It does not compete on “connect your US bank and let AI do the books”. It is for founders whose accounts no bank feed fully covers, and who want to see for themselves that the record is right.
Common questions
Does Selfirm replace my accountant?
No. Filing and professional judgement stay with a qualified person. The aim is that your accountant reviews a record that already checks out, instead of rebuilding it.
Which banks does it read?
Any statement can be handed in. The ones Selfirm already knows well are in the <a href="/institutions/">institution library</a>.
Bring your own records along
We are onboarding a small group of founders whose companies, accounts and obligations span countries. Tell us about your setup.