Features
Everything you need. Nothing you don't.
Made for the nurse running the business, not the accountant doing the books.
Start freeBring your own data
Try the importerCSV import
Drop in a standard bank export, we'll map the columns.
PDF statements
AI parses statement PDFs into reviewable transactions.
JPEG snapshots
Snap a photo of your statement; AI extracts the rows.
Daily money tracking
Money in, money out
Log income, expenses, cash, and owner draws in seconds.
Cash transactions
Track cash income and cash expenses without losing track.
Plain-English categories
Licensing, scrubs, CE, software, no debits or credits.
Receipts & documents
Smart receipt scanning
Snap a photo, we extract vendor, date, amount, and category.
Receipt matching
Match receipts to transactions automatically.
Multiple businesses
Unlimited businesses
LLC, PLLC, S-Corp, track each separately.
Split transactions
Divide one transaction across multiple businesses.
Taxes & insights
Tax set-aside
Auto-suggested every week so April never surprises you.
Tax Prep Center
P&L, expense, income, and CPA-ready exports.
Advisor access
Give your CPA secure view-only access.
Built right
Mobile-first
Designed for the phone in your pocket between shifts.
Bank-level security
Encryption in transit and at rest.
