The financial command center
for serious operators.
Track every expense. Set budgets that actually hold. Generate reports in seconds. Built for freelancers, agencies, and small teams who need clarity over complexity.
Everything you need. Nothing you don't.
Transaction Tracking
Log, import via CSV, and auto-categorize every business expense and income. Search across your full history in milliseconds.
Budgets
Set monthly or custom-period spending limits per category. Real-time tracking. Alerts at 80% before you overspend.
Financial Reports
Expense summaries, income breakdowns, tax-ready reports, and client P&L — generated in seconds, not hours.
Client Management
Attach transactions to clients. Track per-client profitability. Export reimbursable expense summaries for invoicing.
Team Collaboration
Invite your team with role-based access. Admin, Member, or Viewer. Complete audit trail for every change.
Audit Logs
Every transaction edit, budget change, and settings update is recorded. Immutable. Exportable. Compliance-ready.
Built for your type of work.
Track every deductible expense. Generate a tax-ready report in seconds at year end. Stop scrambling in April.
Manage multi-client finances. Track reimbursable expenses. Analyze per-client profitability every quarter.
Transparent fund management for dues, events, and allocations. Role-based access for your committee.
Replace the spreadsheet. Get real-time budget alerts. Give your accountant Viewer access at tax time.
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Your finances. Organized.
Start free. No credit card. No trial period. The core features are always free.
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