Everything You Need
Track income, expenses, profit, budgets, and taxes — all from one dashboard. Built for small business owners who want clarity without complexity.
Core Features
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.
Get actionable recommendations powered by AI. Understand spending trends, unusual patterns, and growth opportunities in plain English.
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.
Invite your accountant for read-only access to your dashboard and reports. $5/month add-on for Business plan.
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.
Start free. No credit card required. Setup takes less than 30 seconds.
Create Free Account