Everything you need to master your finances
Powerful tools designed for modern businesses. Simple enough for startups, robust enough for enterprises.
Dashboard & Analytics
Real-time Dashboard
Get instant visibility into your financial health with live metrics, charts, and KPIs that update as transactions flow.
Revenue Tracking
Track revenue across all your entities with automatic Stripe integration or manual entry.
Expense Analysis
Categorize and analyze expenses to identify trends and optimize spending.
Cash Flow Forecasting
Project future cash positions based on recurring revenue and expenses.
Entity Management
Multi-Entity Support
Manage multiple businesses, products, or projects from a single unified dashboard.
Entity Comparison
Compare performance across entities to identify your top performers.
Custom Branding
Assign colors and icons to each entity for easy visual identification.
Consolidated View
See aggregated metrics across all entities or drill down into specifics.
Subscription Tracking
SaaS Cost Management
Track all your software subscriptions in one place with renewal alerts.
Usage-Based Tracking
Monitor usage-based costs like AWS, API calls, and cloud services.
Renewal Reminders
Get notified before subscriptions renew to review and optimize.
Cost Optimization
Identify unused subscriptions and potential savings opportunities.
AI-Powered Insights
Smart Recommendations
Get AI-generated suggestions for cost savings and revenue optimization.
Anomaly Detection
Automatically detect unusual spending patterns or revenue changes.
Natural Language Reports
Generate executive summaries and reports in plain English.
Predictive Analytics
Forecast future trends based on historical patterns.
Integrations
Stripe Connect
Automatically sync MRR, subscriptions, and revenue from Stripe.
Bank Connections
Connect bank accounts for automatic transaction import (coming soon).
Accounting Software
Sync with QuickBooks, Xero, and other accounting tools (coming soon).
API Access
Build custom integrations with our REST API.
Reports & Exports
Custom Reports
Generate detailed reports for any time period or entity combination.
PDF Export
Export beautiful PDF reports for stakeholders and investors.
Scheduled Reports
Automatically generate and email reports on a schedule.
Data Export
Export your data in CSV or JSON format at any time.