Stay in control of your business
Categorization
Client transactions are categorized in real-time with high accuracy
Rules
Create customized rules to adapt to your client’s unique industry
Reports
Get reliable financial reports like Profit & Loss and Balance Sheet
Reconciliation
Upload statements, credit card and payment processor reconciliation
Assistance
Chat with your transaction data to gain financial insights and analysis
Notifications
Get smart notifications to cut unnecessary expenses
Get started in 2 easy steps
1. Connect Your Bank
Securely connect your bank account or upload your statements for automatic transaction tracking and categorization
2. Connect Your Email
Link your email inbox or forward invoices to automatically capture and process your business expenses and income
