Analytics
Make confident decisions with real-time data
Cashflow analytics software that makes your financial ledger more useful every week with real-time, data-driven insights.
Sync live transaction data
Pull transactions in real-time from your banks and cards to reduce data entry time.
Make confident decisions
Access realtime balance and cashflow dashboards to never have to guess what you can afford again.
Track enterprise P&L
Calculate your costs and revenues down to the cent for everything you grow and raise.
Keep accountants happy
Invite your accountant or bookkeeper to your up-to-date books throughout the year.
Your funding advisor
Our experts find you funding opportunities and help you through the application process.
Separate work vs. personal
A card for business spend, and tools to keep non-farm records out of the books.
Eliminate data entry with integrations
Automatically reconcile sales and line items straight into your books.
Import your records and chart of accounts from QB Online or Desktop.
Works well with our full suite of finance tools
Invoicing
Create invoices for customers and scan bills from vendors faster than ever. Categorize line items and sync across the team to prevent confusion.
Cards
Automate expense reporting and ditch the shoebox of receipts with cards for your team. Trust every purchase with spend limits and security built right in.
Analytics
Get more value out of your books with cashflow management, enterprise P&Ls, budgets, and working capital roundups calculated on the fly.
Funding
Work with our Funding Advisors to discover, qualify, and apply for grants, loans, and other assistance. Track reimbursements right next to your books.
Multi-Entity Support
Cloud-Based
Desktop & Mobile
Offline Mode