The

  • easiest way
  • safest way
  • fastest way
  • stress-free way

for owners to manage

company finances.

  • Real-time cash flow visibility and financial forecasting

  • AI-powered transaction categorization and reconciliation

  • One-click tax returns and comprehensive reporting

Get alerted when we project a future low balance and create unlimited ‘what-if’ projections to run scenarios.

See the future.

Sleep better knowing exactly how much money you have today and how much you will have next week.

Our proprietary cash projection tool—provides an accurate, day-to-day forecast of your cash flow. We automatically collect and reconcile information from your bank account, credit card, payroll, point-of-sale system, and bill pay, matching transactions across systems, collecting information on your scheduled expenses, and even finding patterns in your spending that you didn’t know existed. 

Free yourself from mindless busywork.

Our AI-powered merchant identification and classification system has a custom catalog of merchants and categories specifically tuned to your industry and individual business.

Taxes, stress-free

We track every transaction, every day—including the tax implications. Every account is reconciled and every number matches. When you’re ready to prepare your taxes, answer a few questions and click “Send to CPA” and we’ll automatically transmit everything directly to your CPA in the format they’ve requested. No complicated back-and-forth. Just done.

Don’t have a tax preparer? We will do it for you with one of our partners. Our CPA network works seamlessly with the our platform to ensure an affordable, stress-free experience.

Get in Touch

Have questions or comments? We’re standing by.