Personal finance software with budgeting and cashflow forecasting
Free export document tools for commercial invoices, packing lists, and shipping marks
Stage
Established
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Founded
2008
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Based in
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Pricing model
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Pricing
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Free browser tools with no account required. Free cloud account: 1 saved shipment, up to 3 saves per day. Pro: USD 5.99/month for up to 100 saved shipments and 20 trading-partner profiles.
Key features
Automatic bank feeds from 12,000+ institutions
Multi-currency support
Cashflow forecasting up to 60 years
Custom dashboards
Flexible budgeting
Transaction search and categorization
File management
Net worth tracking
AI assistant integration
What-if scenario planning
Create commercial invoices, packing lists, shipping marks, and carton labels from one shipment form
Validate missing fields before shipment
Print to PDF with browser
Export line items as CSV
Invoice and packing list mismatch checker
Proforma invoice generator
Commercial invoice checker
Packing list checker
Cloud storage for up to 100 shipments with Pro
Reusable trading-partner profiles
What makes it different
Forecasting up to 60 years into the future
Flexible, customizable approach to budgeting
AI integration for financial insights
Over 391,000 users globally
User data monetization-free business model
No sign-up required for free browser tools
All documents created from one shipment entry
Keeps invoice totals and packing details in one place to prevent spreadsheet drift