Bookkeeping & Accounting
Books, reconciled.
Every transaction classified and reconciled across all your businesses, consolidated or standalone, in real time.
Every transaction classified and reconciled across all your businesses, consolidated or standalone, in real time.
Profit & loss per business, consolidated across all of them, or filtered by ownership stake. Real-time.
Full balance sheet per business: assets, liabilities, equity. Trend over time.
Connect 12,000+ US institutions via Plaid OAuth. Automatic sync. No screen-scraping, no stored passwords.
Automatic format detection. Upload a statement PDF, get clean transactions.
49 categories, 17 tax tags. A 4-layer memory that learns from your corrections.
Payments auto-link and settle against convertible notes, intercompany loans, and vehicle financing.
Loans, transfers, and management fees between your businesses, with auto-elimination on consolidated views.
Monthly reconciliation with discrepancy flags. Close the books confidently.
Manual entries with debit/credit validation. Recurring templates. Full audit trail.
Month-end and year-end CPA-ready exports: P&L, balance sheet, trial balance, GL, transaction detail.
Your P&L and balance sheet update with every transaction, per business or consolidated. Hand your CPA a clean set without touching a spreadsheet.
Try it freeClean enough to hand your CPA, simple enough to run yourself.
Consolidate or stand alone: intercompany loans and transfers eliminate automatically.
One-click month-end and year-end export packages your accountant will thank you for.
Free forever for one business, no credit card on the free plan. Every paid plan starts with 14 days free.
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