Features

Everything you need. Nothing you don't.

Made for the nurse running the business, not the accountant doing the books.

Start free

Bring your own data

Try the importer

CSV 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.