Features that save you time
Everything you need to keep your books organized and accurate.
Multi-Business Management
Manage multiple businesses with completely isolated data. Switch between businesses with a single click.
CSV Import with Duplicate Detection
Upload your bank statements as CSV. Map columns flexibly, and we automatically detect and warn about duplicate transactions.
Smart Categorization Rules
Create rules like "if description contains Amazon, categorize as Office Supplies." Rules auto-apply on import.
Financial Reports
Generate Profit & Loss statements, expense by category, income by category, and cashflow summaries. Filter by date range.
Chart of Accounts
Start with a pre-loaded chart of accounts designed for small businesses. Customize categories to fit your needs.
Team Collaboration
Invite team members as accountants or viewers. Role-based access ensures everyone sees only what they need.
Bank-Grade Security
Every query is scoped to your business. Users can only access businesses they are members of.
Audit Trail
Track who changed what and when. Every transaction edit is logged for accountability.