Solutions

Solutions for every type of business professional.

Powerful features. Purpose-built experiences.

Solutions · Business Owners

One login. All your businesses. Total clarity.

Manage every business from one secure workspace while keeping each set of books completely separate.

  • Switch between businesses in one click
  • Isolated books for every entity
  • Combined overview across all businesses
  • CPA-ready reports in minutes

All Businesses

Summit Consulting
$18,540
NestGen Properties
$9,120
Urban Grove Coffee
$5,860
Sarah Creative Studio
$0

Choose the path that fits you.

Business Owners

Manage every business from one secure workspace while keeping each set of books completely separate.

Explore for Business Owners →

Entrepreneurs

Get your books organized, track cash flow, capture receipts, and build clean financial records from the beginning.

Explore for Entrepreneurs →

Bookkeepers & Agencies

Standardize reconciliation, CPA readiness, and review queues across every business you manage.

Explore for Bookkeepers & Agencies →

Your books. Your control.
A clear trail behind every number.

  • Isolated business data
  • Human-reviewed automation
  • Stripe Financial Connections
  • Auditable changes
See Sources & Methodology →

Ready to find your fit?

Start free on any plan and see which workflow fits your business.