Grid Pattern

Assistant

Get clear answers

Ask questions and get clear answers from your business data.

Assistant Interface

Ask questions and generate reports

Ask questions about revenue, expenses, cash flow, customers, and changes over time, and generate reports, summaries, and breakdowns based on your actual business data.

Natural language questions
Financial summaries
Visual reports and charts
Forecasts and runway
PDF export

How's my cash flow looking?

Answers with full context

The assistant understands your transactions, invoices, customers, projects, and files so answers are specific to your business, not generic outputs.

Transactions context
Invoices context
Customers context
Projects context
Files and receipts context

Category Expenses

Category Breakdown

Marketing
SaaS
Payroll
$5,700
Total

Everything you need to run your business finances

Less admin. More focus.

45 minutes per week

Receipts arrive late, get lost, or need follow-ups.

1 hour per week

Categorizing, fixing duplicates, and making numbers line up.

Built alongside our users

Works with the tools you already use

Pricing that matches how you run your business

Starter

For solo founders who want a clean starting point for their business finances

$29/month
Financial overview and widgets
Weekly summaries and insights
Transactions with categorization
Receipts and file storage
Invoicing (up to 10 invoices per month)
Time tracking
Up to 2 connected banks
Up to 2 team members
Start your trial

Best for getting started

Most popular

Pro

For founders and small teams running weekly finance workflows end to end

$49/month
Financial overview and widgets
Weekly summaries and insights
Transactions with categorization
Receipts and file storage
Invoicing (up to 50 invoices per month)
Time tracking
Up to 10 connected banks
Up to 10 team members
Start your trial

Best value for most businesses

14-day free trial · Cancel anytime

Prices shown in USD. Local taxes may apply.