Business operations software that connects customer work, billing, and profitability for solo founders and small service teams
Stage
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Founded
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Based in
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Pricing model
Freemium
Free
Pricing
Free 7-day trial available; subscription plans offered with pricing details available on pricing page
Lifetime free for accepted early users during limited-free registration period. Future paid plans will apply to registrations made after the offer closes.
Key features
Account aggregation across 13,000+ financial institutions
Automated transaction categorization
Customizable budgeting
Net worth tracking and reporting
Recurring bill and subscription tracking
Investment portfolio monitoring
Financial goal setting and tracking
Partner collaboration and shared accounts
Customizable dashboard and reports
Multi-platform synchronization
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
What makes it different
Combines tracking, budgeting, investing and planning in single unified app
No extra cost to collaborate with partner or financial advisor
Connects to more financial institutions than competitors
No ads and data never sold to advertisers
Specifically designed for couples and families
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
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