Know where your money goes.
Connect your bank accounts and see your full financial picture — cash flow, spending, net income — in one dashboard. No spreadsheets. No accounting degree. Just clarity.
30-day free trial · No credit card required · Cancel anytime
Cash on Hand
$18,420
+$2,140 this month
Monthly Revenue
$12,850
↑ 8% vs last month
Net Income
$4,220
↑ 12% vs last month
Where your money goes
Everything you need to see the full picture
No categorizing. No reconciling. Just connect and see.
Cash flow at a glance
See money in vs. money out over any time period. Spot trends before they become problems.
Spending breakdown
Know where every dollar goes — rent, payroll, supplies, subscriptions — without categorizing a single transaction yourself.
Net income tracking
Revenue minus expenses. Updated in real time. The one number every business owner should know.
All accounts, one view
Connect checking, savings, credit cards — from any bank. See your full picture in one dashboard.
35+ business tools included
Invoice generator, tax calculators, budget templates, P&L builder, and more. Use them anytime.
Bank-level security
Plaid encryption for connections. SOC 1 certified. Your data stays yours.
Built for people who want to see, not do
Not everyone needs full accounting software. Some people just want to know where they stand.
New business owners
You just started and "do my books" feels overwhelming. Start with visibility. You'll know when it's time for more.
Side hustlers & freelancers
You need to track income and spending but don't need invoicing or formal reports yet.
Nonprofits & churches
Free on this plan. See your cash flow, fund balances, and spending without learning accounting software.
People who have a CPA but want to stay informed
Your accountant handles the details. You just want to see the big picture between meetings.
Ready for more? Upgrade anytime.
Start with visibility. Add control or automation when you're ready.
Add free banking to any plan
No fees. No minimums. 1.75% APY. Your transactions flow into your dashboard automatically — no manual connections needed.
Common questions
You've got a business to run.
See where your money goes — in the time it takes to finish your coffee. $5/mo. Free for nonprofits.
30-day free trial · No credit card required · Upgrade anytime
Explore More
Want full control? DIY Accounting — $25/mo
Automatic categorization, P&L, and balance sheets.
Want us to handle it? Hands-Off Books — $59/mo
Professional bookkeepers manage your books monthly.
Add Free Business Banking
Zero-fee checking with 1.75% APY, FDIC insured to $3M.
35+ Free Business Tools
Invoice generator, P&L, expense tracker, and more.
For Freelancers
Separate business finances and track expenses easily.
Free for Nonprofits
Free tools and accounting designed for nonprofit organizations.
Compare All Plans
Transparent pricing with zero hidden fees.
Holdings vs QuickBooks
Built-in accounting vs add-on accounting software.