Track income, expenses, estimated quarterly taxes, and generate Schedule C automatically.
Bank imports, auto-categorization, invoicing, and reports — everything to replace your spreadsheet.
Team access, invoicing, vendor management, 1099 generation, consolidated reports.
Schedule E, multi-property P&L, and property-level reporting.
Start free, upgrade as you grow. No contracts, cancel anytime.
Connect your bank, import statements, switch from other software, or start from scratch.
3-step wizard: name your business, pick your type, choose Essential or Pro mode.
Essential shows just what you need. Pro unlocks Chart of Accounts, journal entries, budgets, and advanced reports.
Connect directly to 12,000+ banks for automatic transaction sync. Chase, Wells Fargo, BofA, Capital One, and more.
Upload CSV, Excel, OFX, or QFX files from any bank. Auto-detect column mapping.
Rules, learned patterns, smart matching, and Plaid hints categorize transactions automatically.
Review imported transactions, assign categories, approve. Bulk operations for speed.
Create rules like “Amazon = Supplies.” Fires automatically on every import.
Set up monthly rent, subscriptions, or contractor payments. Auto-reminders when due.
Every transaction creates a balanced journal entry. GAAP-compliant from the ground up.
Pre-built for small businesses. Add custom accounts anytime.
Match records to statements monthly. Visual UI shows running difference until $0.
Toggle between methods in Settings. Most small businesses use cash basis.
Nothing is deleted. Voiding creates a reversal entry for a complete audit trail.
7-point checklist, closing summary, and automatic closing entries. Lock and start fresh.
Line items, payment terms (Net 30/15/45/60), PDF export. Track aging and overdue.
Record full or partial payments. See who owes and for how long.
Track vendor bills, due dates, payment status. Record payments by check, ACH, or card.
Revenue vs. expenses for any date range. Monthly, quarterly, or annual.
Assets, liabilities, and equity at any point in time.
Where your cash actually went, including draws, transfers, and loans.
Transaction-level detail for every account. Filter by account, date, or business.
Verify debits equal credits across all accounts.
Set monthly budgets and compare to actual spending. Overspend alerts.
Export any report as PDF. Email reports directly to your accountant.
Combine P&L and Balance Sheet across multiple businesses.
Auto-generated for sole proprietors. Maps your categories to IRS line items.
For rental property income and expenses. Line-by-line IRS mapping.
1040-ES calculator with SE tax, 2025 brackets, safe harbor, and due dates.
Everything your accountant needs in one organized download.
IRS-formatted PDFs and FIRE e-file. Batch generation for all qualifying vendors.
Upload or photograph receipts. AI extracts vendor, date, amount, category. Creates drafts.
200+ plain-English answers, contextual tips, glossary, guided actions. Built-in, no API cost.
Track products, weighted average cost, reorder points, and low stock alerts.
Track vendors, W-9s, tax IDs, and 1099 status. W-9 request emails built in.
Secure Supabase sync. Works fully offline, auto-syncs when reconnected.
AES-256-GCM encryption. Manual + automatic. Google Drive integration.
Two-factor auth. Configurable inactivity timeout with countdown.
Install on your phone. Bottom nav, touch cards, receipt camera, offline indicator.
Up to 15 businesses from one account. Switch with the Business Manager.
Role-based permissions: Owner, Admin, Editor, Viewer.