For agents and developers

What an AI agent can do with Expansas today, how agent access to Expansas Financial will work, and what is coming.

What works today

Read this site's summary for AI agents: /llms.txt, with the full version at /llms-full.txt. Each product carries its live, early access or coming label.
Read current prices on the pricing page.
Ask for access with the early-access form.

Coming

Today the Expansas Financial MCP server is in private use, with credentials we issue. Self-serve agent sign-in is not available yet.

When it opens, your AI tool connects over MCP with details we send you.

search_transactions: Find transactions by vendor, memo text, amount or date range.
query_transactions: Run a structured filter and group-by over the ledger, for example total by category.
get_account_balances: Return balances for one or more accounts as of a date.
get_entity_summary: A one-screen overview of an entity: revenue, expenses, cash and open items.
analyze_spending: Break down where money went and flag the categories that moved the most.
compare_periods: Compare two periods side by side with dollar and percent change.
find_anomalies: Surface unusual transactions such as duplicates, outliers and odd timing.
forecast_cash_flow: Project cash for the next few weeks from recent patterns and open invoices.
explain_categorization: Explain why a transaction was put in a given category.
generate_financial_statement: Produce a P&L or balance sheet for a period.
propose_change: Suggest a correction, such as a reclassification, for a person with the right role to review and approve.

Expansas Financial
Early access
Bookkeeping in Expansas Financial, with Penniva as your guide. AI reads the statements you upload into transactions, and the totals are checked against the statement balance. You approve the books before each period closes. New customers start by requesting early access.
Connect your AI to your books
Coming
Your own AI tool will be able to work with your Expansas Financial books over MCP.
Close check and banker package
Early access
Anything blocking the close is shown with its findings and the detail behind them. A banker package is built from your closed months: a P&L and a balance sheet for the group and for each entity, with the account detail behind them. Share it through a link that expires.
Business Nexus
Early access
A governed AI team for your company. Its agents (an operations lead and department agents) are coming.
Synthax
Coming
An autonomous business agent you will be able to add to Business Nexus.
APEX
Coming
A personal AI companion app, coming.

Questions about building on Expansas: contact us.