Simple. Automated. Accounting.
Connect your bank accounts and wallets. Shepherd's AI classifies every transaction and closes your books daily. Multi-asset, multi-chain, reconciled to the source. Fully auditable, and synced to your ERP.
BILL
Brex
Ramp
Gusto
Slack
True daily close has arrived.
From transaction to close, fully automated.
Connect
Add a business bank account, a wallet address, or both. Shepherd reads directly from your bank and from the blockchain, with no manual export required.
Classify
Shepherd's AI uses your business context to suggest a GL code with a confidence score. Human-in-the-loop approvals ensures audit readiness. Memory and training power automated classification.
Reconcile
Financial statements build in real time as you classify. Balances are verified independently against the chain itself and against your ERP.
Integrate
Classified transactions push straight into your ERP as journal entries automatically, with no manual export or re-entry required.
Transparent, human-in-the-loop classification.
One platform for operators and bookkeepers.
One ledger for all of your assets.
Multi-asset accounting
Classify wallet and bank account activity through a single engine, building consolidated, real-time financial statements for all of your assets. No separate crypto sub-ledger to reconcile.
Real-time financials
Shepherd runs daily to close your books continuously. No more waiting until month-end for your books to close.
Human-in-the-loop controls
Shepherd's AI learns from your transaction history and improves accuracy, with a human approver always in the loop.
Reconciled to the source, synced to your ERP
Activity and balances reconciled directly against the chain and bank feed, and synced automatically to your existing ERP.
Automate the close, grow your business.
AI classifies every transaction
Each transaction gets a suggested GL code with a confidence score and reasoning. Human-in-the-loop approval ensures auditability.
A real daily close
Statements update as transactions post, so there's no month-end backlog to clear before you can tell a client where they stand.
Multi-client support
Manage all clients from a single Shepherd account. No separate logins or spreadsheets per client.
More capacity, same headcount
Less manual work, more time for new clients and advisory.
Institutional controls.
One ledger for all of your assets
One classification engine for all bank and wallet activity. Multi-asset, multi-chain, all on one ledger.
Human-in-the-Loop Control
Shepherd's AI carefully learns your business and communicates all of its activity - building real, transparent confidence toward a truly automated daily close.
Every action, timestamped
Classifications, rescans, rule changes, and exports logged and exportable on demand.
Verified against the source
Shepherd checks its own math from the source of truth to the ERP every day.
ASC 820 period-end remeasurement
Crypto holdings get marked to fair value each period with a full disclosure rollforward.