Complete financial visibility in one place
Full financial tracking — accounts, budgets, brands, invoices, and P&L reporting. From daily expenses to annual financial reviews.
Add checking, savings, credit card, loan, and cash accounts. Each tracks its balance from a starting balance (optionally as of a date) plus the transactions after it, and reconciles to each monthly statement.
Create custom budget categories with monthly targets. See spending breakdowns as pie charts and bar graphs. Get alerted when you're over budget.
If you run a side business or freelance, tag transactions by brand. View profit and loss statements per brand with monthly trend analysis.
Create professional invoices with custom fields, line items, and tax calculations. Export as CSV or share directly with clients.
Explore Financial Dashboard with a pre-loaded demo account — no sign-up needed. Or start your own account with full access to every module.