Everything a service business needs to see clearly.
One platform for forecasting, statements, invoicing, and the day-to-day operations of running the books.
13-Week Cash Flow Tracker
Plan your next 13 weeks at a glance. Forecast inflows and outflows, see your weekly net, and get an alert before your cash falls below the floor you set. Once you connect transactions, the tracker automatically pulls actuals so you can see forecast vs. reality side by side.
P&L, Balance Sheet, and Cash Flow Statement
Real GAAP-style financial statements, generated automatically from your transaction ledger. Compare period to period, drill into any number to see the underlying transactions, and export for your accountant.
QuickBooks Online & CSV
Already on QuickBooks? Connect once and we sync transactions, accounts, customers, and items. Not on QuickBooks? Upload a CSV or Excel export from your bank, your old software, or a spreadsheet — our column mapper figures the rest out.
Invoicing, expenses, bills, and budgets
Send invoices and get paid online. Snap a photo of a receipt to capture an expense. Track what you owe vendors. Set monthly budgets and see variance vs. actuals. All linked to the same ledger that drives your statements.