| What it does | Your canvas for managing finances
| AI coworker for month-end close in QuickBooks Online
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| Stage | Startup
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| Founded | 2025
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| Based in | IN
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| Pricing model | Freemium
| Freemium
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| Pricing | Free tier with 7-day trial. Standard: $7.99/month (33% off, was $11.92/month) with 1 user, 20 invoices/month, 50 bank statement pages/month. Premium: $14.99/month (25% off, was $19.99/month) with up to 3 users, 300 invoices/month, 300 bank statement pages/month. Optional add-ons: +300 Pages $15/mont
| Starter: free forever for 1 client. Basic: $149/month (includes up to 4 companies) or $1,788/year. Advanced: $299/month (includes up to 15 companies) or $3,588/year. Extra companies: $25/month or $300/year each. Tax Seat: $60/month per login (4 tax clients included, $5/mo per extra). 7-day free tria
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| Key features | - Ready-to-use financial templates for invoicing, budgeting, and expense tracking
- Multi-currency invoicing with live exchange rates
- Bank statement converter for PDF and CSV files
- 25+ financial calculators for margins, fees, and exchange rates
- Automated expense categorization and tracking
- Client management with billing history and payment tracking
- Real-time currency alerts
- Cloud-based workspace with data persistence
- Shareable workspace links for collaboration
- Support for 980+ banks and 180+ currencies
| - Close Command Center with live auto-status for multiple clients
- Bank Feed Agent that categorizes transactions with confidence scores
- Fixed Asset Agent builds depreciation schedules automatically
- Prepaids & Accruals Agent for amortization schedules
- Reconciliation Suite with statement matching and rollforward proof
- Flux Analysis showing P&L vs prior month with variance explanations
- Workpaper Package exports for review and audit
- Client Collaboration with automatic document chasing on days 0, 3, 7
- CSV and bank statement import when feeds unavailable
- 1099 Contractor Review Agent flags missing W-9s
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| What makes it different | - Flexible financial workspace designed as a canvas rather than a rigid system
- Pre-built formulas and bank-grade statement parsing for immediate utility
- Practical, task-focused design avoiding unnecessary complexity
- Unified multi-currency workspace for global teams
- Significantly reduced time for financial reconciliation tasks
| - Approval-gated: nothing posts to QuickBooks without accountant review
- Built for multi-client firms, not just individual business owners
- Learns firm's categorization history to improve suggestions over time
- Published transparent pricing starting at $149/month for 4 clients
- Includes ASC 842 lease schedules and tax document collection features
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 1 ● no change since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 1 | 0 |
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| Citation Flow (Majestic) | 8 | 0 |
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| Referring domains (Majestic) | 6 | 0 |
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PayinGlobal
CoController AI