What's Inside
Everything you need to run your finances.
Designed for the way SMB owners actually work — not for accountants with weeks of training.
Revenue & expense trends
3, 6, and 12-month views with live data from your connected accounts. Spot patterns instantly.
Live bank connections
Securely link your bank via Flinks. Transactions auto-import and categorize so you stop chasing receipts.
Smart ledger
Every transaction reviewed, categorized, and reconciled. Export-ready for your accountant.
Loan & MCA tracking
See balances, monthly obligations, and payoff progress for every loan and cash advance in one place.
Offers & renewals
Renewal opportunities, partner offers, and discounts surface automatically as you qualify.
Alerts that matter
Pending bank transactions, low balance warnings, and payment reminders — without the noise.
Real-time
Bank data, ledger entries, and balances update as they happen.
Bank-grade secure
Encrypted credentials, read-only access, no stored passwords.
Built for SMBs
Plain English, no jargon. Designed for owners, not accountants.