Business books and allocation intelligence for operators and firms.

Lawenots is close-native business books first: Plaid feeds, reconciliation studio, period close, and tax-ready exports on hosted Postgres — with optional Close + Attest for provable evidence packages. Allocation monitoring and Sovereign View are self-serve add-ons for mixed-asset operators. Flywheel is a Labs private-beta methodology preview — not part of the primary catalog. Books and allocation are open self-serve; we publish open verification tooling so operators, firms, and auditors can validate evidence packages without a Lawenots account.

The books workspace covers chart of accounts, Plaid bank feeds, reconciliation studio, period close checklists, and financial statements — P&L, balance sheet, cash flow, and tax-ready capital gains reports. Firms switch between client organizations without requiring allocation modules for every org.

Data lives in cloud workbook mode by default (Vercel + Supabase + Books Postgres). Sovereign vault is optional for exchange credentials on your infrastructure — not a requirement for books, Plaid, or exports. See security & data control for encryption, export rights, and what we do not ship (no private K8s ledger OS at launch).

For allocators and treasury teams, the allocation ring is the signature composition view — each segment is a live asset class across USD, crypto, and digital assets. Drift alerts are separate and more granular: a holding drifting from its own target weight, or a sleeve drifting from its target share of the portfolio, generates a signal automatically — not just an asset class moving as a whole. Rebalance preview shows proposed sleeve changes before you act in your broker. Sovereign view consolidates net worth; Strategy Council produces positioning memos; private sleeve blueprints can be exported and imported on the engine. Lawenots is not involved in nor participates in the execution of trades — monitoring only.

See pricing and modular access profiles for modular access profiles, or sign up for business books from the homepage. See the product glossary for how Sovereign View, sovereign vault, Close + Attest, and Labs differ.