All features
Books & cash flow

Books that keep themselves.

The books categorize as the money moves, so tax season becomes a packet you hand off, not a weekend you lose.

June, categorized$0
Jan
Feb
Mar
Apr
May
Jun
▲ 14% vs last month · tax packet builds itself
How it works
1
It imports and sorts

Bank transactions import and categorize as the money moves, no shoebox of receipts.

2
Paced against your goal

Income and expenses pace against your revenue goal in real time, so you always know where you stand.

3
Tax season is a hand-off

It becomes a packet you hand your accountant, not a weekend you lose.

Why it's built in

Part of the same system, not a bolt-on.

It shares the same customers, the same AI employee, and the same one login as everything else, so nothing is stitched together or paid for twice.

  • Bank import, QuickBooks built in
  • Tax season becomes a hand-off packet
  • Paced against your revenue goal
Explore more

Put the whole office to work.

Start free, the CRM core is on the house. Turn on the AI employee when it is paying for itself.

Start free