| What it does | Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
| Your canvas for managing finances
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| Stage | Established
| Startup
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| Founded | Not given
| 2025
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| Based in | US
| IN
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| Pricing model | Paid
| Freemium
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| Pricing | Solopreneur: Starting at $499/month. Business Starter: Starting at $749/month. Business Full: Starting at $999/month. Business Full + Tax Advisory: Starting at $1,499/month. Fractional CFO: Starting at $1,999/month. Fractional Controller: Starting at $1,999/month. Outsourced Accounting Department: S
| 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
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| Key features | - Monthly bookkeeping with clean, current books and financial statements
- Payroll processing, reporting, and compliance
- Business and personal tax filings coordinated with year-round accounting
- Proactive tax planning including strategies, estimated taxes, and year-end planning
- Support with payables, receivables, invoicing, collections, and sales tax
- Controller and CFO support with cash-flow planning, forecasting, and controls
- Real-time communication through Slack collaboration
- R&D tax credit identification and optimization
- Outsourced operations and back-office support
| - 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
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| What makes it different | - Proactive tax planning routinely saves high earners $100K–$200K per year
- Boutique accounting team stays close to the work with real-time, responsive communication
- Access to network of elite CPAs, tax attorneys, and planning specialists for advanced strategies
- Books closed and owner-ready by the 10th of every month
- Potential cost offset through tax savings optimization
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 15 ▼ −1 (down) since last check | 1 ● no change since last check |
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| Trust Flow (Majestic) | 17 | 1 |
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| Citation Flow (Majestic) | 25 | 8 |
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| Referring domains (Majestic) | 68 | 6 |
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TaxBowl
PayinGlobal