Financial

Overview

Track key financial metrics like revenue, profit and loss, burn rate, and expenses. View a consolidated currency overview across all your accounts, and generate shareable reports.

Overview

From revenue to spending

Connect your business with over 20,000 banks across 33 countries, including the US, Canada, the UK, and Europe. Gain seamless insights into your income and expenses by integrating your existing bank accounts. With a unified view of all your finances, you’ll have a clearer picture of your financial health and the tools to make informed decisions about your business.

Spending

Dive deeper

Our assistant is here to help you navigate your financial data with ease. Ask questions about your key financial metrics and get instant, insightful answers. With access to real-time data across your connected bank accounts, the assistant helps you make informed decisions and stay on top of your business finances.

Assistant

Hello, how can I help
you today?
Stress free by midday.

Invoicing, Time tracking, File reconciliation, Storage, Financial Overview & your own
Assistant.