Connects to 12,000+ banks. Syncs with QuickBooks. AI categorizes every transaction and learns from every approval. Your bookkeeping runs itself.
Built for businesses that want their finances handled without hiring a team.
Connect any bank via Plaid. Transactions sync automatically every day. No more manual CSV imports (but we support those too).
Two-way sync with QuickBooks Online. Chart of accounts, invoices, bills, and journal entries — all in perfect harmony.
Transactions are categorized automatically. The AI learns from every approval and gets smarter over time. Less work each month.
Conversational AI assistant that answers questions, creates tasks, and walks you through your financials in plain English.
Track recurring payments, bill due dates, and tax deadlines. Never miss a payment or filing date again.
Automatically detects invoices and bills from your email. Creates entries, matches to vendors, and flags for approval.
Every morning: what needs attention, what's been categorized, what's due, and what's changed. One email, zero guesswork.
Spending analysis, cash flow projections, category breakdowns, and custom reports. Export to CSV anytime.
Multi-tenant isolation, two-factor auth, encrypted storage, SOC 2 practices. White-label available for agencies.
Every plan includes all features. Pricing scales with transaction volume and team size.
For small businesses and freelancers
For growing businesses
For agencies and multi-entity
Start your free trial. Connect your bank. See your first AI-categorized transactions in under 5 minutes.