Accounting core
Treat ledgers, invoices, bills, payments, reconciliation, tax, and reports as the system of record.
Company setup
Chart of accounts
Journals
AR/AP
Payments
Reports
Product
One business workspace around the books.
Edith connects accounting, clients, proposals, documents, payments, reports, and controlled AI assistance in one audit-ready workspace.
Explore accounting core
Workflow layer
Keep sales and operations connected to the financial context that matters.
CRM
Proposals
Projects
Documents
Client portal
Forms
Controlled AI
Let AI explain, draft, summarize, and suggest while financial actions stay behind approvals.
Report explanations
Reminder drafts
Match suggestions
Import mapping
Platform controls
Build on tenant-safe workflows, user roles, approvals, audit history, APIs, and webhooks.
Roles
Approvals
Audit trails
API keys
Webhooks
Imports
Deep product detail
What this page covers in practice
Product architecture
Edith should feel like one product, but accounting remains the source of truth while BusinessOS modules create operational context.
Accounting-first system of record
BusinessOS engagement layer
Shared tenant control plane
Connected object timeline
Audit-aware actions
Role-based workflows
Main user paths
The product should guide teams through daily work without separating financial and client context.
Lead to proposal
Proposal to invoice
Invoice to payment
Payment to reconciliation
Journal to report
Report to close