Personal budgets, bills, and net worth. Business invoices, cash flow, and client pipeline. Tasks, documents, and monthly reports. One dashboard for all of it — no more hopping between tools, no more paying twice.
No credit card required.
Households, freelancers, side-hustle operators, small businesses — anyone whose personal money and work money keep bumping into each other.
Track assets, liabilities, and net worth over time. Add accounts manually today; automatic bank sync is on the roadmap.
Category budgets, 50/30/20 rule, over-budget alerts — with the clarity other finance apps made famous, wired straight to your auto-categorized spending.
Revenue, expenses, owner draws, payroll. Real numbers, real time — no accountant required.
Move clients through stages — quoted, deposit, in progress, complete. Built for service work, not just retail.
What needs to happen this week — for your household and your business. Assign to family or teammates and let the reminders do the nagging.
Automatic balance updates via Plaid — checking, savings, credit cards. On the roadmap; manual balance entry works today.
Ask "why did I overspend this month?" or "why is my profit down?" and get an answer grounded in your own numbers. On the roadmap.
One clear price for everything you need — and get personal finance free with the Bundle.
All plans include a 14-day free trial. No credit card required.
Set up takes about two minutes. No credit card. Cancel anytime.
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