Real-time bookkeeping, tax strategy and business banking for creators, coaches, consultants and online business owners
Multi-currency payment ledger for independent consultants and small agencies
Stage
Startup
MVP
Founded
2026
Not given
Based in
US
Not given
Pricing model
Paid
Free trial
Pricing
LLC Bundle: $249/month for businesses making $40K-$69K, includes monthly profit and loss reports, tax set-aside management, expense categorization, real-time dashboard, and individual tax return. S Corp Bundle: $349/month for businesses making $70K+, includes S Corp election, business return, averag
Free during beta through January 31, 2027. After beta: $29 per month or $249 per year (saves $99 compared with paying monthly). 14-day free trial for new accounts after beta ends.
Key features
Automated bookkeeping and expense categorization
Real-time financial dashboard
Payroll processing and administration
Tax strategy and S-Corp optimization
Federal, state and local tax filing across 48+ jurisdictions
Business bank account connections
Dedicated US-based bookkeeper support
Multi-entity and multi-state tax support
Accounts receivable and payable management
CFO advisory and financial planning
Record payments in 50+ currencies with automatic ECB conversion
Track total MRR and year-to-date revenue
Generate account statements as PDFs grouped by project
Import clients from spreadsheet or accounting tool exports
Invite team members as editors or view-only
Export payment records to CSV anytime
Identify overdue retainer payments
View tax-year income reports
What makes it different
Average $10,000/year tax savings for members
Real accountants specializing in small business, not automated service
Automatic deduction discovery and tax optimization
Scales from solo LLC to complex multi-entity businesses
Books close automatically with accountants and engineers working together
Automatic European Central Bank exchange rates for 50+ currencies
One-click account statements customized with client details and tax numbers