Smart organization and categorization for your business finances
Organize your company’s transactions using IRS- and QuickBooks-friendly categories and subcategories—ready for accounting, tax compliance, and reconciliations.
🧐 Category-based financial clarity
See income and expenses by category and subcategory to understand spending and make better decisions.
🧾 IRS & QuickBooks-friendly categories
Business-ready classification with an accounting structure designed for reports, tax compliance, and reconciliations.
📈 Period reports with clear totals
View totals by month or year (operations, marketing, payroll, taxes, utilities, etc.) and export to Excel/PDF for your accountant.
⚙️ Automation that saves time
Skip manual spreadsheets: upload the statement, let AI categorize, adjust if needed, and generate reports in minutes.
Your business organized in minutes.
Automate your company’s financial organization and save time while maintaining full control over your income and expenses.
Centralize all your accounts
Manage bank accounts, cards, and business financial transactions from one centralized platform.
Flexible smart categorization
Customize categories and subcategories based on your company’s financial structure.
Monthly and period tracking
Easily analyze income and expenses by month, quarter, or fiscal year.
Better cash flow control
Understand how money moves in and out to maintain healthier business finances.
Automatic financial organization
Keep transactions, categories, and reports organized without manual processes.
Fast statement processing
Transform bank statements into organized, analysis-ready information within minutes.
Detect unnecessary expenses
Identify spending patterns that impact your business profitability and efficiency.
Work better with your accountant
Share organized and clear reports to simplify accounting and tax preparation.