Why Kastree
Built for accounting practices that want reviewable management accounts from a trial balance — without a spreadsheet rebuild every month.
The problem
Most month-end work isn't the thinking — it's the repetition: reformatting the same trial balance export, manually grouping accounts into P&L and balance sheet lines, checking the balance sheet still ties, and starting variance notes from scratch when a client asks why a line moved.
That work is fine once. It doesn't scale when you're carrying ten similar clients with comparable charts.
What we built
Kastree takes a trial balance you already have, suggests account mappings you confirm, and generates SOPL, SOFP, and SOCIE with performance, variance, risk, and export — in one place.
Every figure is computed in a deterministic engine. The model only drafts narrative. You stay in control of mappings and what leaves the building.
Philosophy
- Numbers come from the engine, never from the model. Python does the math. The LLM does the narrative — never the reverse.
- AI drafts commentary; it doesn't invent balances. Prompts carry directions and percentages, not raw monetary amounts. If the model fails, statements still generate.
- Internal management review only. Not statutory accounts, not an audit product, not for regulatory filing.
What it is not
- Not statutory accounts or a filing tool
- Not “push button, send to client” — every mapping is confirmed by a person
- Not a general ledger — you still work from the client's TB export
- Not a crystal ball — Ask refuses questions outside this period's evidence