How it works
Upload
Import your transactions via CSV with smart column mapping and duplicate detection.
Categorize
Use smart rules and one-click categorization to organize transactions fast.
Report & Export
Generate P&L, expense reports, and export everything for your accountant.
Everything you need
Multi-Business Support
Manage multiple businesses with isolated data and easy switching.
CSV Import
Upload transactions with smart column mapping and duplicate detection.
Smart Categorization
Auto-categorize with rules and one-click assignment in the review queue.
Financial Reports
Profit & Loss, expense by category, income by category, and more.
Chart of Accounts
Pre-loaded with sensible default categories for small businesses.
Team Collaboration
Invite accountants and viewers with role-based access control.
Personal Finance & Retirement Planner
Not just for businesses — build a complete personal financial picture, get a debt payoff plan, retirement projections, and a step-by-step action plan.
Retirement Targets
Set your goals and project your retirement balance with adjustable assumptions.
Debt Payoff
Snowball or avalanche strategy with payoff timelines and total interest estimates.
Full Financial Picture
Track income, expenses, debts, investments, and emergency fund in one place.
What-If Scenarios
Adjust contributions, retirement age, and return rates to see your future change.