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Shep is designed with the practices and principles that define top-tier finance teams: relentless focus, swift execution, and a steadfast commitment to data integrity.
Say goodbye to the hassle of juggling multiple platforms logins. Shep connects to all your bank accounts, credit and expense cards, payroll and accounting software.
Unified financial data
Real-time data syncing
No more password juggling
Shep helps you automate your financial month. Schedule weekly sales reports, automate expense categorisations, sync data with your accounting software and so much more.
Automate weekly financial reports
GL codes perfection, data accuracy on auto-pilot
Say goodbye to busy work
Shep is your 24/7, always available teammate and financial co-pilot. Get financial answers that are tailored to your data. Perfect for early-stage startup founders or finance teams that need to move fast.
Learns from your financial data
Actionable insights
Share real-time reporting with your teammates
Generate beautiful dashboards to understand your customers and business financials using natural language.
Create team or meeting specific dashboards
Focus on the metrics that matter most to your business
Simple, no dev or SQL required
Automate data syncs and reconciliations, cutting manual work by 65–80%—that's 250–450 hours/year back for your business.
Minimize errors and labor expenses, saving $6,700–$60,000 annually depending on your size.
Gain real-time insights and AI-driven suggestions, empowering you with a clear financial picture at your fingertips.
Shep is compliant with SOC 2 Type II, GDPR, ISO 42001, 27001 and 27701.
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