No accounting degree required. Track income, expenses, profit, budgets, and taxes — all from one dashboard built in plain English.
✦ Core Features
The tools small business owners actually need to track profit and grow.
See income, expenses, and profit at a glance with interactive charts and metric cards. Filter by date range, compare periods, and spot trends instantly.
Generate branded PDF, Excel, CSV, and HTML reports with one click. Share polished financials with your accountant or partners.
Track P&L across multiple businesses from a single dashboard. Switch context in one click — no logging in and out.
Your AI-powered command center. Get plain-English profit briefs, business health scores, smart alerts, and ask questions about your numbers.
Calculate quarterly estimated taxes automatically. See income tax, self-employment tax, and recommended quarterly payments at a glance.
Set monthly spending limits by category and track them in real time. Get alerts when you're approaching or exceeding your budget.
🛠 And More
Snap a photo of any receipt and let AI extract the amount, date, and description automatically.
Transactions are intelligently categorized based on their description. Learns from your existing data.
Ask plain-English questions — by voice or text — and get instant answers about profit, expenses, and trends. Includes AI voice replies.
See profit trend, expense control, cash flow, receipts, tax readiness, and margin health in one simple scorecard.
Business includes 1 free accountant read-only seat so your accountant can review reports without messy spreadsheets.
Your financial data is encrypted end-to-end. We never sell or share your information with anyone.
Create custom income and expense categories. Organize your transactions the way that makes sense for your business.
Log income and expenses in seconds. Search, filter, and paginate through your full transaction history.
Track income and expenses by project, client, job type, location, or business division.
Create professional invoices, send them to clients, and track payment status — all synced with your P&L.
30 free transactions to start. No credit card required. Setup in 60 seconds.
Start Free — No Credit Card Required