Business operations software that connects customer work, billing, and profitability for solo founders and small service teams
The Secure Digital Vault for What Matters Most
Stage
Not given
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Founded
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Based in
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US
Pricing model
Free
Paid
Pricing
Lifetime free for accepted early users during limited-free registration period. Future paid plans will apply to registrations made after the offer closes.
$99 per year with a 30-day free trial. No additional charges for trusted contacts.
Key features
Customer and project management
Estimates and invoicing
Payment and expense tracking
Project profitability reporting
Multi-language interface
AI-assisted workflows
Tax and expense categorization
Multi-factor authentication
Business analytics and reporting
Connected workflows from customer to payment
Secure cloud vault storage for accounts, assets, and wishes
Invite up to 10 trusted contacts
10 GB document uploads and file attachments
Customizable access timing for trusted contacts
Five folder categories for organization
Yearly update reminders
Zero-knowledge encryption architecture
Multi-factor authentication required for access
Data export capability
Timed access for deceased account holders
What makes it different
Connects work delivery with billing and profitability in one system
Reduces repetitive data entry by linking customer projects to financial records
AI-assisted tools for operational workflows
Lifetime-free access for early users during limited registration period
Source records remain available for review and audit
Even employees cannot access encrypted data with zero-knowledge architecture
One straightforward annual plan with no hidden fees
30-day free trial with no credit card required
Data remains accessible for one year after subscription ends
FollowIncome
Shelter