/

Features

Empowering Modern Businesses to Master Their Finances

We believe financial clarity should be simple, powerful, and accessible for every team.

Real-Time Financial Overview

Real-Time Financial Overview

Real-Time Financial Overview

Stay in Control with Live Financial Visibility

Monitor your cash flow, spending, and income as it happens—with real-time dashboards that update instantly across your accounts.

Live Dashboard Sync

See up-to-the-minute financial activity across all linked accounts in one unified view.

Live Dashboard Sync

See up-to-the-minute financial activity across all linked accounts in one unified view.

Live Dashboard Sync

See up-to-the-minute financial activity across all linked accounts in one unified view.

Real-Time Cash Flow Tracking

Instantly track inflows and outflows so you always know your burn rate and runway.

Real-Time Cash Flow Tracking

Instantly track inflows and outflows so you always know your burn rate and runway.

Real-Time Cash Flow Tracking

Instantly track inflows and outflows so you always know your burn rate and runway.

Multi-Account Visibility

View balances and transactions from all your bank accounts, wallets, and platforms—no toggling needed.

Multi-Account Visibility

View balances and transactions from all your bank accounts, wallets, and platforms—no toggling needed.

Multi-Account Visibility

View balances and transactions from all your bank accounts, wallets, and platforms—no toggling needed.

Smart Categorization

Automatically group transactions by type, project, or team for clearer insights.

Smart Categorization

Automatically group transactions by type, project, or team for clearer insights.

Smart Categorization

Automatically group transactions by type, project, or team for clearer insights.

Custom Alerts & Thresholds

Get notified when spending spikes, income hits, or balances dip—no surprises.

Custom Alerts & Thresholds

Get notified when spending spikes, income hits, or balances dip—no surprises.

Custom Alerts & Thresholds

Get notified when spending spikes, income hits, or balances dip—no surprises.

Performance Snapshots

See daily, weekly, and monthly financial health at a glance with clean visual summaries.

Performance Snapshots

See daily, weekly, and monthly financial health at a glance with clean visual summaries.

Performance Snapshots

See daily, weekly, and monthly financial health at a glance with clean visual summaries.

Automated Billing & Payments

Automated Billing & Payments

Automated Billing & Payments

Simplify Cash Flow with Smart Billing Automation

Automate invoices, track payment status, and get paid faster—without the manual work.

Recurring Invoices

Set it once and let it run—automatically send invoices on a weekly, monthly, or custom schedule.

Recurring Invoices

Set it once and let it run—automatically send invoices on a weekly, monthly, or custom schedule.

Recurring Invoices

Set it once and let it run—automatically send invoices on a weekly, monthly, or custom schedule.

Auto-Payment Reminders

Send friendly reminders to clients before and after due dates to ensure faster payments.

Auto-Payment Reminders

Send friendly reminders to clients before and after due dates to ensure faster payments.

Auto-Payment Reminders

Send friendly reminders to clients before and after due dates to ensure faster payments.

One-Click Payment Links

Attach secure payment links to every invoice so clients can pay instantly via card or bank transfer.

One-Click Payment Links

Attach secure payment links to every invoice so clients can pay instantly via card or bank transfer.

One-Click Payment Links

Attach secure payment links to every invoice so clients can pay instantly via card or bank transfer.

Real-Time Payment Tracking

Track when invoices are sent, viewed, and paid—all from a centralized dashboard.

Real-Time Payment Tracking

Track when invoices are sent, viewed, and paid—all from a centralized dashboard.

Real-Time Payment Tracking

Track when invoices are sent, viewed, and paid—all from a centralized dashboard.

Custom Branding

Personalize invoices with your logo, colors, and tone to keep things consistent and professional.

Custom Branding

Personalize invoices with your logo, colors, and tone to keep things consistent and professional.

Custom Branding

Personalize invoices with your logo, colors, and tone to keep things consistent and professional.

Payment Status Notifications

Stay in the loop with alerts for overdue, pending, or completed payments—automatically.

Payment Status Notifications

Stay in the loop with alerts for overdue, pending, or completed payments—automatically.

Payment Status Notifications

Stay in the loop with alerts for overdue, pending, or completed payments—automatically.

Insightful Analytics

Insightful Analytics

Insightful Analytics

Turn Data Into Decisions, Instantly

Unlock powerful, easy-to-read financial insights to help you plan smarter, spend better, and grow faster.

Real-Time Reports

Access automatically updated reports that reflect your current financial health—no manual updates needed.

Real-Time Reports

Access automatically updated reports that reflect your current financial health—no manual updates needed.

Real-Time Reports

Access automatically updated reports that reflect your current financial health—no manual updates needed.

Cash Flow Forecasting

Predict future income and expenses based on trends, payment history, and your business patterns.

Cash Flow Forecasting

Predict future income and expenses based on trends, payment history, and your business patterns.

Cash Flow Forecasting

Predict future income and expenses based on trends, payment history, and your business patterns.

Visual Dashboards

See key metrics like revenue, expenses, profit, and burn rate in beautifully designed charts and graphs.

Visual Dashboards

See key metrics like revenue, expenses, profit, and burn rate in beautifully designed charts and graphs.

Visual Dashboards

See key metrics like revenue, expenses, profit, and burn rate in beautifully designed charts and graphs.

Custom Report Builder

Generate tailored reports by project, team, or date range—perfect for internal reviews or investors.

Custom Report Builder

Generate tailored reports by project, team, or date range—perfect for internal reviews or investors.

Custom Report Builder

Generate tailored reports by project, team, or date range—perfect for internal reviews or investors.

Goal-Based Insights

Track progress toward financial goals and receive data-driven tips to optimize performance.

Goal-Based Insights

Track progress toward financial goals and receive data-driven tips to optimize performance.

Goal-Based Insights

Track progress toward financial goals and receive data-driven tips to optimize performance.

Export & Share

Download or share reports in one click—ready for teams, clients, or accounting partners.

Export & Share

Download or share reports in one click—ready for teams, clients, or accounting partners.

Export & Share

Download or share reports in one click—ready for teams, clients, or accounting partners.

Budget Planning

Budget Planning

Budget Planning

Plan with Precision, Spend with Confidence

Create, monitor, and adjust budgets easily—so you stay on track and in control, no matter how fast you grow.

Smart Budget Templates

Start quickly with pre-built templates tailored for projects, departments, or recurring expenses.

Smart Budget Templates

Start quickly with pre-built templates tailored for projects, departments, or recurring expenses.

Smart Budget Templates

Start quickly with pre-built templates tailored for projects, departments, or recurring expenses.

Flexible Budget Categories

Customize categories to match your unique financial structure—track what matters most to you.

Flexible Budget Categories

Customize categories to match your unique financial structure—track what matters most to you.

Flexible Budget Categories

Customize categories to match your unique financial structure—track what matters most to you.

Real-Time Budget Tracking

See actual spend vs. planned budget in real time, with clear visuals and automatic updates.

Real-Time Budget Tracking

See actual spend vs. planned budget in real time, with clear visuals and automatic updates.

Real-Time Budget Tracking

See actual spend vs. planned budget in real time, with clear visuals and automatic updates.

Overspend Alerts

Get instant alerts when you approach or exceed your budget—so there are no surprises at month-end.

Overspend Alerts

Get instant alerts when you approach or exceed your budget—so there are no surprises at month-end.

Overspend Alerts

Get instant alerts when you approach or exceed your budget—so there are no surprises at month-end.

Collaborative Planning

Assign budgets to teams or individuals and track accountability across your organization.

Collaborative Planning

Assign budgets to teams or individuals and track accountability across your organization.

Collaborative Planning

Assign budgets to teams or individuals and track accountability across your organization.

Historical Budget Insights

Analyze past budgets to improve forecasting and make more informed future decisions.

Historical Budget Insights

Analyze past budgets to improve forecasting and make more informed future decisions.

Historical Budget Insights

Analyze past budgets to improve forecasting and make more informed future decisions.

Seamless Integrations

Seamless Integrations

Seamless Integrations

Connect Your Financial Ecosystem in One Click

Easily sync with your favorite tools—so your data flows smoothly and your workflow stays connected.

One-Click Integrations

Quickly connect with banks, accounting tools, payment platforms, and CRMs—no coding needed.

One-Click Integrations

Quickly connect with banks, accounting tools, payment platforms, and CRMs—no coding needed.

One-Click Integrations

Quickly connect with banks, accounting tools, payment platforms, and CRMs—no coding needed.

Real-Time Syncing

Data updates automatically across all connected platforms to keep everything accurate and current.

Real-Time Syncing

Data updates automatically across all connected platforms to keep everything accurate and current.

Real-Time Syncing

Data updates automatically across all connected platforms to keep everything accurate and current.

Popular Tools Supported

Integrate with tools like Stripe, QuickBooks, Xero, PayPal, Wise, and more.

Popular Tools Supported

Integrate with tools like Stripe, QuickBooks, Xero, PayPal, Wise, and more.

Popular Tools Supported

Integrate with tools like Stripe, QuickBooks, Xero, PayPal, Wise, and more.

API Access for Custom Needs

Use our robust API to build custom workflows or connect internal systems seamlessly.

API Access for Custom Needs

Use our robust API to build custom workflows or connect internal systems seamlessly.

API Access for Custom Needs

Use our robust API to build custom workflows or connect internal systems seamlessly.

Unified Dashboard View

See all your financial data—across all integrations—in one clean, central dashboard.

Unified Dashboard View

See all your financial data—across all integrations—in one clean, central dashboard.

Unified Dashboard View

See all your financial data—across all integrations—in one clean, central dashboard.

Secure & Compliant

Every integration is backed by enterprise-grade encryption and strict security protocols.

Secure & Compliant

Every integration is backed by enterprise-grade encryption and strict security protocols.

Secure & Compliant

Every integration is backed by enterprise-grade encryption and strict security protocols.

How It Works

How It Works

How It Works

Manage Your Finances in 4 Simple Steps

It’s quick and easy to get started. Follow these four steps to simplify and optimize your financial management.

Step
01
Create Your Account

Sign up in minutes with a simple, guided setup—no complicated forms or extra steps.

Step
02
Connect Your Financial Tools

Securely link your bank accounts, payment platforms, and favorite apps for automatic syncing.

Step
03
Track & Manage Effortlessly

Monitor transactions, invoices, budgets, and expenses from one simple, real-time dashboard.

Step
04
Get Smart Financial Insights

Access real-time reports and personalized analytics to make smarter, faster business decisions.

Username*

Your Name

Email Address*

your@email.com

Password*

••••••••••

Your password must have at leat 8 characters.

By creating an account means you agree to the Terms & Conditions and our Privacy Policy

Sign Up

Or sign up with

Google

Facebook

Already have an account? Sign In

01
Create Your Account

Sign up in minutes with a simple, guided setup—no complicated forms or extra steps.

Username*

Your Name

Email Address*

your@email.com

Password*

••••••••••

Your password must have at leat 8 characters.

By creating an account means you agree to the Terms & Conditions and our Privacy Policy

Sign Up

Or sign up with

Google

Facebook

Already have an account? Sign In

02
Connect Your Financial Tools

Securely link your bank accounts, payment platforms, and favorite apps for automatic syncing.

Add New Card

Add a digital card to see your financial amount

3388 4556 8860 8899

Expired Date

CV/CVV

Name on Card

Show Card

Add Card

03
Track & Manage Effortlessly

Monitor transactions, invoices, budgets, and expenses from one simple, real-time dashboard.

04
Get Smart Financial Insights

Access real-time reports and personalized analytics to make smarter, faster business decisions.

Credit Score

Details

Your credit score is

710

0

710

This score is considered to be Excellent.

Major Expenses

Weekly

Housing

Utilities

Food

0

2K

4K

6K

8K

10K

01
Create Your Account

Sign up in minutes with a simple, guided setup—no complicated forms or extra steps.

02
Connect Your Financial Tools

Securely link your bank accounts, payment platforms, and favorite apps for automatic syncing.

03
Track & Manage Effortlessly

Monitor transactions, invoices, budgets, and expenses from one simple, real-time dashboard.

04
Get Smart Financial Insights

Access real-time reports and personalized analytics to make smarter, faster business decisions.

Username*

Your Name

Email Address*

your@email.com

Password*

••••••••••

Your password must have at leat 8 characters.

By creating an account means you agree to the Terms & Conditions and our Privacy Policy

Sign Up

Or sign up with

Google

Facebook

Already have an account? Sign In

Start Smarter, Manage Better

Ready to simplify how you handle your finances?

Quick & Easy Setup

Get started in minutes. Connect your accounts and instantly see where your money goes.

Built for Real Business Needs

From freelancers to growing teams, our tools scale with you—no clutter, no confusion.

Access Anywhere, Anytime

Manage everything from desktop or mobile. Your finances, always in sync and up to date.

Setup in Seconds

No Credit Card

Cancel anytime

Start Smarter, Manage Better

Ready to simplify how you handle your finances?

Quick & Easy Setup

Get started in minutes. Connect your accounts and instantly see where your money goes.

Built for Real Business Needs

From freelancers to growing teams, our tools scale with you—no clutter, no confusion.

Access Anywhere, Anytime

Manage everything from desktop or mobile. Your finances, always in sync and up to date.

Setup in Seconds

No Credit Card

Cancel anytime

Start Smarter, Manage Better

Ready to simplify how you handle your finances?

Quick & Easy Setup

Get started in minutes. Connect your accounts and instantly see where your money goes.

Built for Real Business Needs

From freelancers to growing teams, our tools scale with you—no clutter, no confusion.

Access Anywhere, Anytime

Manage everything from desktop or mobile. Your finances, always in sync and up to date.

Setup in Seconds

No Credit Card

Cancel anytime

Create a free website with Framer, the website builder loved by startups, designers and agencies.