You can always see why
When a tool proposes something, it shows the confidence score beside it. When it flags something unusual, it shows the rule or pattern that triggered it — every automated action comes with a reason you can act on.
Platform & security
AI you can actually check.
Every GreenBar tool runs on the same foundation: it processes your financial data on your own computer, shows its reasoning for every suggestion, learns from your corrections so it gets better the more you use it, and won't take a step that needs judgment until a person signs off. And every step — what the AI did and who approved it — is recorded in one audit trail you can hand to a reviewer. No black boxes, nothing leaving by default.
Built for audit
An audit trail that covers the AI, too.
This is what makes everything else provable. Whatever a tool does — propose, extract, flag, forecast — every action it takes, who reviewed it, and the named sign-off that finalizes the work are captured in one continuous record that's sealed once you sign off; change anything afterward and it shows. Most AI tools can't tell an auditor what the AI actually did. GreenBar can — Clearing ships it first, and it's the model for the whole suite.
- What the AI did, with its reasoning — not just the result.
- Who reviewed and decided each item.
- The named preparer and reviewer sign-off that finalized the work.
- A tamper-evident record — sealed at sign-off, exportable straight to your auditors.
Demonstration data — Clearing ships this audit trail first.
One continuous record
- 1
AI
Proposes actions and flags items for review, with reasoning.
- 2
You
Review, resolve, and decide each item.
- 3
Sign-off
Named preparer and reviewer approval.
- 4
Sealed
Sealed at sign-off — any later change shows. Exportable for auditors.
Gets better every month
Every tool learns how you work.
GreenBar's engine learns from your own corrections — the match you fixed, the vendor you re-coded, the exception you cleared. Next time it already knows, so it proposes more and asks you less. It learns per account and per client, carries a confidence score on everything it suggests, and the learning stays on your machine — never a shared model trained on everyone else's books.
- Learns from your corrections — fix something once and it sticks for next time.
- Per account and per client, so one messy client's quirks never bleed into another's.
- Every suggestion carries a confidence score — the sure things move fast, only real judgment calls reach you.
- Stays on your machine — your patterns are yours, not a shared cloud model.
Illustrative example.
Architecture
Your data stays where you put it
Everything below the dashed line runs on your machine. The only things that cross it are optional connections you turn on — a bank link, your accounting system, and, for teams, a sync endpoint you control. GreenBar runs no cloud.
Optional connections · only if you turn them on
Bank (Plaid) · QuickBooks/Xero · a sync endpoint you control
Only if you allow it
Your machine
Your data
Bank + accounting files, on your computer
Local AI engine
Does the mechanical work
You sign off
A person approves before it posts
None of your financial data is ever sent to our servers — GreenBar runs no cloud. The only outbound connections are ones you switch on yourself: a bank link (via Plaid), your accounting system (QuickBooks and Xero — live sync rolling out; file import today), and, for teams, a sync endpoint you control.
What we guarantee
Three principles, enforced in the software
Your data stays put
Processing runs locally. Your data doesn't leave your machine except through optional connections you switch on — a bank link, your accounting system, or a team sync endpoint you control. GreenBar runs no cloud and stores none of it, and there's no background telemetry.
Human sign-off is required
Every action that finalizes work needs a named sign-off before it's committed. It's built into the workflow — you can't get past it by dismissing a prompt or clicking through a warning.
Why, in plain English
Every AI action shows its work
No GreenBar tool asks you to trust a result you can't check. Whatever the job — clearing, payables, data, forecasting — when it flags something or proposes a change, it shows why, how sure it is, and exactly what it's basing that on.
- When something's flagged, you see why — and the exact figures behind it.
- Match suggestions show how sure GreenBar is and which details lined up.
- Every decision is saved to a complete history you can export.
Example from Clearing · why a transaction was flagged
Tech Solutions · WIRE-55 — $5,000.00
Why flaggedAmounts don't match
How sure62%
What we sawYour records show $5,000; bank cleared $4,950
SuggestedCheck the $50 difference
You decide — every tool only surfaces and explains; it never acts on its own. Same four lines, whatever the job.
Audit it yourself
Every tool works this way. Clearing is first, and it's available now — it runs fully offline, keeps every decision on your computer, and waits for your sign-off. Try it free for 14 days.