The product
Answers, not exports.
BTree reads the books a family office already keeps, reconciles them, and answers across every entity — with the record behind each number.
Answers, with the source attached
Ask a question and get the figure, the table behind it, and the ledger lines it was computed from. Nothing is summarised without the record underneath.
See it in the demoCatches what people miss
Invoices paid twice, accounts running below their operating minimum, spending that moved sharply against last year.
See it in the demoOne entity structure
Trusts, LLCs, properties and family branches mapped in a single structure, so an advance to a property LLC reads as what it is.
See it in the demoAn approval queue
Invoices waiting for sign-off, with the checks that were run on each. BTree records the decision; the payment is made in your existing system.
See it in the demoAsk in your own words
Plain-language questions routed to the same calculations. In the demo the sample questions are answered by BTree’s engine; no language model is involved.
Reads your systems directly
Live, read-only connections to portfolio, accounting and bill-pay platforms. Today BTree reads their exported reports.
Two experiences
One system, sized to the family.
| BTree Office | BTree Private Office | |
|---|---|---|
| Who it is for | Established family offices with a team | Families with many entities and properties, and no full-time office |
| What it replaces | Hours of cross-system reconciliation and report assembly | The office they would otherwise have to hire |
| Works with | Addepar, Sage Intacct, bill-pay platforms, banks | Their bookkeeper, CPA and advisers |
| Starts with | Answers across systems and an approval queue | The same, run for them |
See it on a real ledger shape.
The demo’s books copy the exact layout of the exports a family office sends BTree. The family and the figures are invented.