Features

Everything you need.
Nothing you don't.

Smart accounting software built for the business owner, not the accountant.

What you get

Core features

All included at $24.99/month. No add-ons, no tiers.

AI-powered bank feed
Connects to 12,000+ banks via Plaid. Claude AI categorizes every transaction and learns your patterns over time.
Invoicing & collections
Send professional invoices by email, collect payments online, and track outstanding receivables with aging schedules.
Real-time reports
P&L, balance sheet, cash flow statement, and aging schedules — always up to date, exportable in one click.
Multi-user & accountant access
Invite your bookkeeper or CPA with role-based permissions. Owner, bookkeeper, and read-only accountant roles built in.
Accounts payable
Create bills, track vendors, mark payments, and view AP aging so you always know what you owe and when.
Cash & accrual accounting
Switch between cash and accrual basis in settings. Works for any business structure — sole prop, LLC, S-corp.
Bank reconciliation
Match transactions to your bank statement with one click. Catch errors, spot duplicates, and close your books with confidence every month.
Budgeting & forecasting
Set budgets by category and track actual vs budgeted spending in real time. Plan ahead with confidence instead of reacting to surprises.

Smart categorization

AI that actually does the work.

Connect your bank and Claude AI categorizes every transaction automatically. Review in bulk, override individually. The AI learns your patterns over time so it gets smarter the more you use it.

Recent transactions
Staples Office Supply Office Supplies
AWS Monthly Software & SaaS
Blue Bottle Coffee Meals & Entertainment
WeWork Membership Rent & Workspace
Uber for Business Travel

Financial reports

Your books, always live.

No more waiting until the end of the month to know how your business is doing. P&L, balance sheet, and cash flow update in real time. Export with one click or share a link with your accountant.

Profit & Loss — March 2026
Revenue$18,420
Cost of Goods Sold−$4,200
Operating Expenses−$8,340
Net Profit$5,880

Team access

Free access for your accountant.

Invite your bookkeeper or CPA with read-only access. They get a clean view of your books without being able to make changes. Accountant access is always free — we see your financial team as partners.

Team members
JM
Jane Martinez
Owner · Full access
SR
Sarah Rivera
Bookkeeper · Edit access
KP
Kevin Park, CPA
Accountant · Read-only

Everything included at $24.99/month

Unlimited bank accounts
AI categorization
Invoicing & AP/AR
Full report suite
Bank reconciliation
Journal entries
Accountant access
Budgeting & forecasting
Month-end close
Multi-user roles

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