All-in-one business management tool for small businesses
Cash flow management and tax prep for businesses
Stage
Not given
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Founded
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Based in
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US
Pricing model
Freemium
Freemium
Pricing
Solo: $10/month (billed monthly) or $7.50/month (billed annually); Pro: $19.99/month (billed monthly) or $16.58/month (billed annually); Enterprise: $90/month (billed monthly) or $75/month (billed annually). Annual billing saves 20-30%. Free 7-day trial with no credit card required.
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
Invoice generation with multi-currency support and custom templates
Automated payment reminders and invoice sharing with password protection
Estimates and quotes that convert to invoices with one click
Recurring invoice automation on flexible schedules
Project and task management with time tracking
AI assistant for invoice creation and routine tasks
Real-time analytics and financial insights
Role-based team access control
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
Create invoices in 12 languages and over 150 currencies with live exchange rates
AI assistant that reaches your real records and stops for approval before making changes
Convert hours worked directly into invoice line items in under 60 seconds
No hidden fees and 7-day free trial without credit card requirement
AES-256 encryption at rest and TLS encryption in transit for data security
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
PineBill
Koody