Illustrative preview with sample data
18 + 14
business + household reports
6
statement formats imported
2
languages, one click apart
0
deletes by the AI assistant
Everything in one place
From the first invoice to the yearly report
The tools a small business and a family actually use, designed to work together.
Invoices & estimates
Professional PDFs, line items, estimate-to-invoice conversion, email and reminders, private share links and a full activity trail.
Get paid by card
Customers pay right inside the invoice page with your own Stripe account, in your brand colors. Payments land in a Stripe bank account in your books.
Recurring invoices
Weekly, monthly, quarterly or yearly schedules that create and email invoices with the PDF and a pay link.
Banking & statements
Import CSV, Excel, OFX, QBO and PDF statements. Auto-categorization rules, duplicate flags, transfers between accounts and opening balances.
Receipt scanning
Snap a photo or upload a PDF: AI reads the vendor, total and date. It warns you if a receipt was already entered.
Bills to pay
Track what you owe with due dates, pay from any account and keep every receipt attached.
Reports that explain
18 business reports and 14 household reports: cash flow, net worth, budgets, aging and more, from your real data.
AI assistant
Ask about your numbers or just say it: “Add a $45 expense at Home Depot”. Voice input, you confirm before anything is saved.
Smart notifications
A bell that tells you what needs attention: overdue invoices and bills, duplicates, budget limits, unusual charges and more.
Team & accountant access
Invite people by email as members or admins, and revoke access any time. Nobody sees a profile they weren't invited to.
English & Spanish
The whole app, the assistant and your documents work in both languages, switchable in one click.
Guided setup
A short interview asks for what the system needs: details, accounts with balances, payments or budget. Ready from day one.
One account, two worlds
Built for how you really use money
AI assistant
Ask. Say it. Confirm.
Type or speak in English or Spanish. The assistant reads your real numbers, prepares the entry and shows you a confirmation card. Nothing is saved until you tap Confirm, and it can never delete.
- Voice input for hands-free entries
- Use the built-in AI or connect your own Claude or ChatGPT key
- Different behavior for business and household profiles
Receipts without typing
Photo or PDF in, details out. Split a receipt across several cards, and get a warning if it was already entered.
Know what's left
Income, spending and savings in one view, with budgets that warn you before you go over.
Books that reconcile
Stripe payouts, bank transfers and fees recorded as real movements between your accounts.
How it works
Up and running in four steps
- 1
Answer a short interview
Your details, your accounts and how you get paid. A few minutes.
- 2
Bring in your money
Upload bank statements; transactions are read and categorized for you.
- 3
Work day to day
Send invoices, scan receipts, pay bills, or just tell the assistant.
- 4
Understand and decide
Dashboards, reports and notifications show what needs your attention.
Security & control
Your financial data deserves care
Verified sign-in
A one-time code by email on top of your password, and automatic sign-out when you're idle.
Your data stays yours
Every profile is isolated. Only the owner and people they invite can see it.
Tamper-proof activity log
Every create, change and delete is recorded: who, when and what changed. Owners and admins can review it.
Keys stay secret
Payment and AI keys are write-only: stored securely, never shown again. The assistant never deletes anything.
Frequently asked questions
Take control of your money today
Create your account, answer a short interview and start with your business or your household.