All tools, templates, and calculators are free with no signup or watermark. Optional account is free during beta. First four tracked documents sent via link are free.
Key features
No-fee business checking account
Physical and virtual business debit cards
Free ACH, wire, and instant FedNow payments
Invoicing and payment acceptance
Bill pay and vendor payments
Expense tracking and management
Reserve accounts for tax planning
Business credit products
Business loans
Tool integrations with accounting and payroll
Invoice generator
Quote generator
Receipt maker
200 editable templates
Payment links and QR codes
Document tracking
Trade-specific line items
PDF export with no watermark
AI helper for invoice creation
What makes it different
Built with AI you trust powered by Claude, OpenAI, and Gemini
Platform designed specifically for independent businesses
All banking tools in one integrated platform
No monthly fees with free standard ACH
Real-time cash flow visibility and expense organization
No signup required to create and download documents
Designed for 46 different trades and professions
No watermark on exported documents
Supports multiple currencies and international use