“Finally ditched my spreadsheet. Bank sync and categories just work — I export CSV for my CPA in minutes.”
Jordan F.
Solo LLC Founder
What you get
Everything in your Accounting tab
Real features from the dashboard — not a bloated accounting suite.
Cash & runway
See cash on hand across linked accounts and estimated runway based on recurring burn.
Profit at a glance
Income, expenses, net profit, and a monthly trend chart — filtered by month, quarter, or YTD.
Where money goes
Expense breakdown by category and top vendors so you know what you're spending on.
Recurring costs
Subscriptions and recurring charges detected from your bank — with estimated monthly burn.
Smart categories
Auto-categorize transactions and teach merchant rules that apply on every sync.
CPA-ready export
Filter transactions, add notes, and export CSV — ready for your accountant at tax time.
Simple process
How It Works
Three steps to organized books — connect, categorize, export.
1
Connect your bank
Link your business bank account securely through Plaid — one connection per company in your dashboard.
- Plaid Link (Mercury, Chase, neobanks, and more)
- Per company (Each LLC gets its own connection)
~2 minutes
2
Sync & categorize
Transactions import automatically. Turn on merchant rules and the system learns from your choices.
- Auto-categories (Plaid + your custom rules)
- Bulk edits (Select and categorize many at once)
Ongoing
3
Review & export
Check your overview by month, quarter, or YTD — then export CSV with notes for your CPA.
- Overview dashboard (KPIs, trends, recurring costs)
- CPA-ready CSV (Filtered transactions + notes)
Anytime
Testimonials
Trusted for simple bookkeeping
Founders who wanted bank sync and CPA-ready exports — without QuickBooks complexity.Founders who wanted bank sync and CPA-ready exports
without QuickBooks complexity.
“Lightweight enough for a one-person business. I see income vs expenses without learning QuickBooks.”
Elena V.
Freelance Consultant
“Merchant rules saved me hours. Same vendors get categorized automatically after the first time.”
Chris D.
E-commerce Owner