Grid Pattern

Assistant

Get clear answers

Ask questions and get clear answers from your business data.

Assistant Interface

Ask questions and generate reports

Ask questions about revenue, expenses, cash flow, customers, and changes over time, and generate reports, summaries, and breakdowns based on your actual business data.

Natural language questions
Financial summaries
Visual reports and charts
Forecasts and runway
PDF export

How's my cash flow looking?

Answers with full context

The assistant understands your transactions, invoices, customers, projects, and files so answers are specific to your business, not generic outputs.

Transactions context
Invoices context
Customers context
Projects context
Files and receipts context

Category Expenses

Category Breakdown

Marketing
SaaS
Payroll
$5,700
Total

Everything you need to run your business

Less admin. More focus.

45 minutes per week

Receipts arrive late, get lost, or need follow-ups.

1 hour per week

Categorizing, fixing duplicates, and making numbers line up.

Built alongside our users

Pricing that matches how you run your business

Starter

Everything you need to get going

$15/month

$180/year · billed annually

•Invoicing and payments
•Transactions and bank sync
•Inbox and receipt matching
•Accounting exports
•Time tracking
•AI assistant
•Financial overview and reports
•Vault
•Apps and integrations
•Multi-currency
•Customer management
•3 banks · 15 invoices/mo · 10GB storage
Start your trial

Best for getting started

Most popular

Pro

More power as your business grows

$39/month

$468/year · billed annually

•Everything in Starter
•10 banks · 50 invoices/mo · 100GB storage
•Custom transaction categories
•Invoice templates
•Customer portal
•Advanced AI insights
•Shareable report and document links
•API and MCP
•Priority support
Start your trial

Best value for most businesses

14-day free trial · 30-day money-back guarantee · / · Excl. tax