How Fiona works
Your books, handled — and you stay in control.
Fiona is an AI bookkeeper. She reads your bank activity and documents, categorizes every line, and drafts your books. Every draft waits for your approval — nothing posts without it.
Connect Mercury
Mercury is the one bank Fiona syncs directly. Create a read-only token in Mercury, paste it into Fiona, and your transactions import as draft entries for you to approve.
Every other U.S. bank: upload a statement
Download a statement — CSV is best — and hand it to Fiona. She reads it exactly the same way.
The trust model
She drafts, you decide. She never holds, moves, or transmits your money, bank connections are read-only, and every figure traces back to a source document you can open.
Your books are yours
Export your entire book as CSV or JSON anytime, download a complete CPA package, and permanently delete your data whenever you want.