Live dashboards
Watch revenue, runway, and margins update as transactions land.
One-click reports
Send a P&L, cash summary, or board update without leaving the page.
Smart budgets
Suggested envelopes that adapt to how your business actually spends.
Bank-grade sync
Read-only, encrypted connections to every bank and tool you use.
Health score
A single number that tells you whether this quarter is on track.
Effortless integrations
Slot into the stack you already trust. No spreadsheets required.
Connect your accounts
Link banks, processors, and tools through secure read-only sync.
Watch the numbers settle
Every dollar lands in the right place. No tagging, no spreadsheets.
Decide with confidence
Open the dashboard, see the truth, choose the next move.
Everything a founder needs to see the whole picture.
- 1 connected account
- Live dashboard
- Basic reports
- Email support
- 2 seats
For teams who want deeper visibility without the overhead.
- 5 connected accounts
- Advanced analytics
- Scheduled reports
- Priority support
- 10 seats
For mature operations that need bespoke views and audit trails.
- Unlimited accounts
- Custom dashboards
- Export to anywhere
- Dedicated CSM
- Unlimited seats
Will this actually save my team time?
Most teams reclaim a full day a month within the first two weeks — mostly from killing the spreadsheet-of-truth ritual.
Which banks and tools do you connect to?
Anything your business already uses, from major banks to payment processors and accounting software. New connections are added every month.
How do you keep our data safe?
Read-only connections, encryption in transit and at rest, role-based access, and audit logs on every plan.
Can teammates have different access?
Yes — owner, admin, and view-only roles are standard from the Solo plan up.
What if I outgrow the plan I pick?
Upgrade or downgrade any time, no contracts. We'll prorate the difference.
Free to start, no card, no setup fees. Just a calmer way to see your business.
Start free