Awesome features
Data Import
Import transactions and financial data directly from over 12,000 financial institutions automatically, or by simply dragging and dropping local files.
Manage Accounts
Manage and monitor your checking, savings, loans, retirement, credit accounts, and more.
Recurring Charge & Fraud Tools
Identify and track recurring charges smoothly. Find and address duplicate and fraudulent charges to any of your accounts quickly.
Cryptocurrency Accounting
Calculate profit/loss, view historical values, and generate end-of year reports that are clear and easy to read. Import via the drag-and-drop quick import or connect directly to popular exchanges like Coinbase, Binance, Kraken, Crypto.com, etc.
Document Storage
Secure and convenient storage for attaching and storing important documents, such as contracts, receipts, invoices, and more. Our platform gives you the power to easily upload and store them all in one place for easy accessibility and maximum security.
Budgeting Tools
Managing your finances has never been easier. See recurring transactions, estimate upcoming expenses, monitor your spending, set budgets, see balances and balance history effortlessly with our user-friendly and easy-to-use interface.
Payment Apps
Automatically import your ApplePay, GooglePay, Zelle, Venmo, CashApp, and PayPal data, making it easy to manage transactions and track fees.
Simplify Tax Time
Quickly generate reports specifically designed to make tax preparation that much easier. Generate detailed reports just for your CPA.
Crypto Currency Accounting
Effortlessly calculate profit/loss, view historical values, and generate simplified end-of-year reports. Import via drag-and-drop or connect directly to popular exchanges like Coinbase, Binance, Kraken, Crypto.com, and more.
Asset Management
Track and monitor your assets, calculate depreciation, and determine fair market value (FMV).
Mileage & Travel Expense Accounting
Seamlessly connect with your fleet tracking provider like Verizon Connect or Momentum and automatically track and update mileage data.
Creator Support
Accurately track production expenses, equipment purchases, and more. Import data from all of the big platforms, such as TikTok, YouTube, OnlyFans, and Subscribestar.
Amazon Import
Easily track and account for your purchases by importing your entire order history.
Project Tagging
Assign custom tags to group transactions without affecting your balance sheet. Effortlessly track and report on transactions across your portfolio thanks to this innovative feature. Whether it's grouping startup expenses or tracking project-related transactions, Project Tagging provides a seamless way to organize and analyze your data
