The operating system for your finances

Agentic AI that understands, checks and anticipates

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You own your data US hosting No AI training on your data A human always decides

Control of your finances,
without the complexity

Meet Tutelium, the AI assistant for treasurers of nonprofits and churches. Smart guidance, automatic checks and constant insight into your books.

Tutelium dashboard with Solon AI assistant

Instant insight

Always up-to-date numbers and board reports.

Smart AI assistant

Step-by-step guidance for bookkeeping and reviews.

Secure & reliable

US hosting, full data ownership, and encrypted storage.

The Tutelium Agentic OS

Six layers that together
run your finances

From the AI foundation to the treasurer. Each layer builds on the last, all wrapped in security that never lets go.

Layer 1 · Foundation

Language models

Leading models (OpenAI GPT-4o for comprehension, vision and reasoning; embeddings for semantic search) form the foundation. We don't train our own models, and we never use your data to train public AI.

Layer 2 · Raw material

Data & integrations

Bank transactions, scanned receipts, expense reports and cloud storage (Dropbox, Google Drive, OneDrive) come together in one isolated environment. Every organization gets its own, isolated data schema.

Layer 3 · Understanding

Context & knowledge

A searchable knowledge base of 501(c)(3) and tax rules, tailored to your organization type and status. Answers aren't generic; they're accurate for your specific situation.

Layer 4 · The core

Agentic harness

This is where the difference lies. Fixed rules and a 5-layer matching engine do the heavy lifting: first exact matches, then fuzzy, then aggregate and pattern. AI only fills in what's left. Predictable, verifiable and explainable, no black box.

Layer 5 · The work

Treasurer's work

Bookkeeping, matching, expense reports, budgets, funds, financial review and 501(c)(3) accountability. You get ready-made tasks the system handles for you, not separate buttons you have to operate yourself.

Layer 6 · At the wheel

Solon & interfaces

Solon guides you step by step with advice backed by the entire stack, on web and mobile. You decide and approve, the system executes.

How it works

From bank statement to
accurate books

Four steps the OS handles almost entirely on its own. You stay in control.

  1. Connect & collect

    Connect your bank, upload or email your receipts, and connect cloud storage like Dropbox, Google Drive or OneDrive. Everything comes together in one isolated environment, with its own isolated data schema per organization.

  2. Read & understand

    Receipts are read via AI vision: vendor, date, amount and tax. Transactions get context from a knowledge base of 501(c)(3) and tax rules, tailored to your organization type.

  3. Matching: rules first, AI last

    A 5-layer engine matches bank and receipts through exact, fuzzy, aggregate and pattern matching. Only the last remainder goes to AI. Predictable, verifiable and explainable.

  4. Review & approve

    Solon makes suggestions with reasoning; you approve. Payments require dual approval, and every action is auditable. Reports are ready for the meeting.

AI you can trust
with your books

Three principles keep the system predictable and you in control.

Rules come before guesswork

Exact rules and patterns come first. Only what's left goes to AI. This keeps most of the work predictable and explainable.

You approve, not the AI

Solon and the engine make suggestions; a human confirms. Payments require dual approval. The AI never acts on its own.

Your data stays yours

US hosting, encrypted storage, and never used to train public AI models. Every action is fully auditable.

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What the OS handles for you

Not standalone features, but connected tasks the stack takes on itself.

Solon, your AI treasurer

Suggests, checks and explains. Backed by the entire knowledge base and your organization's context. Always available, you stay in control.

Receipt scanning

Photos and PDFs are read via AI vision: vendor, date, amounts and tax automatically recognized.

Matching in five layers

Bank and receipts are matched through exact, fuzzy, aggregate and pattern matching. Only the last remainder goes to AI. Result: accurate books with minimal manual corrections.

Automatic matching rules

Solon generates matching rules from your transaction history. New transactions are instantly categorized to ledger account, cost center and fund, consistent and explainable.

501(c)(3) & compliance

An autonomous action service tracks deadlines and obligations and warns you in time. Includes ready-made reporting.

Reports & board insight

From cash book to board reports to financial review, always up to date and ready for the meeting.

Budget tracking

Set budgets per cost center and fund and see what's left in real time. Overruns are visible immediately.

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Architecture

One platform, four building blocks

A web app and a mobile app, a dedicated back-end with your own customer database, and your own cloud storage. Together, they form the Agentic OS.

Web app

  • Dashboard and board insight
  • Bank book and matching
  • Expense reports, contacts and funds
  • Budget and budget tracking
  • Reports, financial review and 501(c)(3)
  • Solon chat, admin and settings

Mobile app

  • Scan receipts with the camera
  • Submit expense reports
  • Open tasks and suggestions
  • Your dashboard on the go
  • Push notifications when action is needed

Back-end & database

  • Own, isolated data schema per organization
  • The 5-layer matching engine
  • Searchable knowledge base for 501(c)(3) and tax
  • Autonomous action service for deadlines
  • Roles, permissions and dual approval
  • Full audit log

Your own cloud storage

  • Connect with Dropbox, Google Drive or OneDrive
  • Receipts and documents in your own cloud
  • Automatic folder structure
  • Tutelium doesn't store the files itself
Security

Protection that never lets go

Security and governance wrap every layer of the OS. Your data is never shared with public AI models and never used to train those models. Connections are encrypted, your receipts stay in your own cloud storage, and you keep full control of your data.

Isolated per organization

Every organization gets its own, isolated data schema. Data from different organizations never mixes.

Receipts in your own cloud

Scans and documents are stored in your own Dropbox, Google Drive or OneDrive. Tutelium doesn't store the files itself, you remain the owner.

A human decides, everything auditable

The AI makes suggestions, you approve. Four-eyes approval on payments, roles & permissions, and every action fully traceable.

US hosting
You own your data
Encrypted storage
No AI training on your data
A human always decides
Full audit log
Roles & permissions
Isolated data schema per organization
Receipts in your own cloud

Become an early adopter

Tutelium helps treasurers of nonprofits and churches handle bookkeeping, compliance and reporting simply and clearly, without complex accounting software.

Sign up as an early adopter