fortune
Fortune App is an AI-driven accounting platform for businesses that automates bookkeeping (bank-feed sync, transaction categorisation, duplicate detection) and provides real-time cash-flow visibility, multi-currency support, and forecasting tools to support business decision making.
fortune is finance software teams evaluate for business operations. Use this page to review pricing, integration signals, and the best alternatives before you commit.
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Quick Overview
Best for: Business Operations
What it does
Finance software for decision-makers comparing workflow fit and alternatives.
Best fit
Business Operations
Pricing snapshot
Free from Starting from $10.99/mo (page lists "Starting from $10.99/mo" across product lines)
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fortune
Fortune App is an AI accounting platform designed to automate bookkeeping and support business decision making. The product centralizes bank-feed sync (Plaid), transaction categorisation, duplicate detection across linked accounts, multi-currency ledger support (USD, EUR, GBP, CAD), and real-time cash-flow visibility. It advertises AI-driven forecasting and scenario planning, exportable financial statements (P&L, Balance Sheet, Cash Flow), and industry-tailored functionality for small businesses, public accountants, construction, hospitality, healthcare, non-profits, e-commerce and more. The site offers demos, a 30-day free trial, and emphasizes bank-level security, multi-currency support, and 24/7 expert support.
AI-powered accounting software for business decision-making, cash flow tracking, and forecasting.
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Claim this listing for $29Key Features
Bank-feed sync
Ingests transactions via Plaid bank-feed sync and CSV import to keep books up to date.
Transaction categorisation & rules engine
Automated transaction categorisation and a rules engine that keeps cost-of-goods and tax-expense categories correct for reporting and export.
Duplicate detection
Duplicate detector to prevent transfers between linked accounts from inflating reports.
Multi-currency ledger & forex service
Supports USD, EUR, GBP, and CAD in the ledger with FX rates refreshed daily through the forex service and historical conversions preserved for month-end reporting.
AI-driven forecasting & scenario planning
Forecasting capabilities include rolling budgets, scenario planning, sales and revenue projections, production cost forecasting and variance analysis driven by AI tools.
Industry-specific modules
Specialized functionality across many accounting domains (cost accounting, inventory accounting, auditing, tax, public accounting, fiduciary, forensic, government, non-profit, construction, pension, sustainability, fund accounting).
Exports & reporting
Exportable P&L, Balance Sheet and Cash Flow Statement for tax professionals and accountants.
Security & support
Advertised bank-level security and 24/7 expert support.
Pricing
30-day free trial
Starting plan
Starting from $10.99/mo (page lists "Starting from $10.99/mo" across product lines)- 30-day free trial
- Bank-level security
- Multi-currency support
- 24/7 expert support
Use Cases
Small businesses
Automate bookkeeping tasks, categorisation, duplicate detection, and obtain real-time cash-flow visibility to save time and reduce errors.
Accountants & public firms
Support multiple clients with reporting, client management features, exports for tax work, and AI-driven forecasting for advisory services.
E-commerce and retail
Reconcile multi-currency sales, ingest bank feeds and CSVs, and prepare COGS and inventory-related P&L reporting (platform integrations noted as on the roadmap).
Construction & project-based businesses
Job costing and project-level reporting via bank-feed ingestion and categorisation rules to track labor, materials and overhead.
Hospitality (restaurants)
Manage payroll/tip allocation, multi-location reporting, food cost tracking and supplier payments.
Non-profits & funds
Fund accounting, donor/grant tracking, and forecasting for program budgeting and transparency.
International businesses
Multi-currency accounting, daily FX refresh through the forex service, and centralized cash-flow visibility across regions.
Forensic & auditing
Automated audit trails, fraud detection tools and analytics to support investigations and compliance workflows.
Integrations
Plaid (bank-feed)
Bank-feed sync via Plaid is explicitly mentioned as a primary ingestion method.
CSV import
CSV import is supported to ingest transaction data.
Forex service
Internal forex service refreshes USD/EUR/GBP/CAD rates daily for ledger conversions.
Third-party commerce & payroll (roadmap)
Integrations with platforms like Shopify, WooCommerce, Amazon and payroll providers are referenced as on the roadmap or coming soon.
Benefits
Limitations
Frequently Asked Questions
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Getting Started
- 1 Step 1: Start a free trial or request a demo (the site offers a 30-day free trial and "View Demo" options).
- 2 Step 2: Connect bank feeds via Plaid or import transaction CSVs to populate the ledger.
- 3 Step 3: Configure categorisation rules and chart of accounts (Fortune mentions setup assistance and custom report support) and export financial statements as needed.
Support
24/7 expert support
The site advertises 24/7 expert support for customers.
Demo
Users can "View Demo" or request demos via the site.
Free trial onboarding
The product offers a 30-day free trial and setup assistance is referenced in customer testimonials and product messaging.
API
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