Free 14-day trial available. Paid subscriptions offered as recurring subscriptions with pricing shown at checkout.
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
Create professional quotes with line items, pricing, tax, discounts, deposits, and expiration dates
Track when customers view quotes
Convert approved quotes to invoices
Automate payment reminders
Track outstanding and overdue invoices
QuickBooks sync for invoice and payment status
Quote-to-cash workflow view
Mobile access for quote creation and management
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
Focused tool that works alongside existing accounting software instead of replacing it
Automates the uncomfortable follow-up work that small businesses lose time on
Simple quote-to-cash path without requiring accounting migration
Free trial with sample data to try before using real business data
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
OwePilot
Koody