Auto-categorization
Get your business transactions categorized in real-time and reviewed by an expert for accuracy
No deduction left behind
Get the easy-to-miss deductions like your home office, vehicle, travel all handled
Customize rules
Adapt suggested rules to your business and life
Revenue insights
Create custom revenue lines that show you where income comes from every month
Monitor spending
Identify and cut unnecessary expenses with monthly breakdowns by vendor across one or multiple accounts or businesses.
Unlimited entities
Get insights across all your business entities for no added cost
General ledger
Create multi-entity Journal Entries that always balance at lightning speed
Tax-ready financials
Get a Profit & Loss and Balance Sheet that you can share with your Accountant.
Multi-entity
Automatically account for intercompany receivables, payables and other transfers