All features
Books & cash flow
Your books, in the same login.
Connect your bank, sort the money into categories as it moves, and hand your accountant a tax packet instead of a shoebox.
June, categorized$0
Jan
Feb
Mar
Apr
May
Jun
▲ 14% vs last month · tax packet for your accountant
How it works
1
Your bank feeds it
Bank transactions come in on their own and sort into categories as the money moves.
2
Paced against your goal
Income and expenses pace against your revenue goal, 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 feed and categorized transactions
- A tax packet for your accountant
- Paced against your revenue goal
Explore more
Put the whole office to work.
We are opening it to a handful of businesses at a time. The CRM core is on the house, and the AI employee turns on when it is paying for itself.