Everything in one package.
No extra tools, no hidden fees. One flat monthly rate covers everything your business needs to stay organized.
AI transaction extraction
We read bank statements, PDFs, receipts, and CSV files and extract every transaction automatically.
Smart categorization
AI suggests categories like Fuel, Supplies, Software, and Meals with a confidence score on each one.
Human review & approval
Every transaction is reviewed and approved by a real person before your report is finalized.
Monthly P&L report
See your income vs expenses in a clean summary — revenue, costs, and net income all in one place.
CSV & PDF exports
Download transactions in CSV format for QuickBooks or Excel, plus a clean PDF summary to keep on file.
48-hour turnaround
Send us your files and we deliver a reviewed, finalized report within 48 business hours.