Multi-currency payment ledger for independent consultants and small agencies
Cash flow management and tax prep for businesses
Stage
MVP
Not given
Founded
Not given
Not given
Based in
Not given
US
Pricing model
Free trial
Freemium
Pricing
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.
Free plan at $0.00/mo includes manual transaction input, bank account adding, up to 1 year history, transaction categorization, and Koody AI. Standard plan is $2.99/mo with up to 3 years history and exports. Plus plan is $4.99/mo with statement imports, auto-categorization, unlimited history, and bu
Key features
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
Automatic transaction categorization
Import PDF and CSV bank statements
Profit and loss reports
Cash flow tracking by week and category
Year-over-year profit comparison
Manual transaction entry
Receipt and invoice attachment
Export reports for accountant
Tax set-aside calculation
What makes it different
Automatic European Central Bank exchange rates for 50+ currencies
One-click account statements customized with client details and tax numbers
Retainer payment tracking with overdue alerts
Live MRR and revenue dashboard
Works without bank login - import statements manually or use PDF/CSV files
Keeps personal and business transactions separate in the same account
Built-in business categories from tax forms
See cash flow patterns by week to make informed spending decisions
Koody