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. 14-day trial on every paid plan.
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