Who it's for
Built for businesses where you are the business.
If you run fewer than 200 transactions a month, your books are simple. They still take time you don't have.
Consultants
Client retainers, project fees, a few subscriptions, and travel. We keep billable expenses separate and show you profit by month so you can price your next engagement with confidence.
Freelancers and creatives
Irregular income from many clients and platforms. We pull in Stripe and PayPal, net out the fees correctly, and tell you what to set aside for taxes.
Coaches and course creators
Program sales, payment plans, and refunds. We match payouts to sales so your revenue is real, not whatever landed in the bank.
Agencies of one
Contractors, software, and client pass-through costs. We track contractor payments for 1099 season and flag tools you've stopped using.
A good fit
- Fewer than 200 transactions a month
- A service business: consulting, creative, coaching, professional services
- You want the books done, not a dashboard to learn
- US-based, cash or simple accrual books
Not a fit (yet)
- Inventory or e-commerce with many SKUs
- Multiple entities that need consolidation
- Payroll for a large team
- Tax preparation and filing (we hand a clean package to your CPA)
Stop thinking about your books.
A 20-minute call to see if we're a fit. If you have fewer than 200 transactions a month, you probably are.
Book an intro call