Your back office, handled.
From transaction categorization and reconciliation to full financial reporting, job costing, payroll tracking, and CFO-level analysis — we manage your books so you can manage your business.
Everything your business needs
Not just reports — a full-service financial operations team, powered by smart automation and expert human review.
Transaction Categorization
Every transaction reviewed, categorized, and reconciled across all your accounts. No guesswork, no duplicates.
Financial Reporting
P&L statements, balance sheets, cash flow reports, and custom executive summaries — delivered on your schedule.
Job Costing
Track costs per project, job site, or client. Allocate labor, materials, fuel, and equipment to specific jobs.
Expense Tracking & Analysis
Real-time expense monitoring with anomaly detection. We flag unusual spending before it becomes a problem.
Payroll Expense Tracking
See your labor costs organized by employee, contractor, and job. We categorize payroll transactions from your accounts so the numbers are clear in your reports.
Multi-Account Management
Checking, savings, credit cards, PayPal, Stripe — all your accounts reconciled and managed together.
Burn Rate & Runway
Know exactly how long your cash will last. Monthly burn analysis with trend tracking and early warnings.
Organized for Tax Season
Expenses pre-tagged and categorized so your accountant spends less time sorting and more time saving you money.
Variance & Anomaly Detection
Automatic checks flag transactions that fall outside your normal patterns. Catches errors and fraud early.
How It Works
Sign Up
Answer a few questions about your business. We build a personalized plan tailored to your needs.
Upload Your Data
Drag and drop your bank statements, CSV exports, or Excel files into your secure dashboard.
We Get to Work
Our team categorizes, reconciles, and analyzes every transaction. If something is unclear, we ask — right in your dashboard.
Get Your Reports
Download clean financial reports, review flagged items, and make informed decisions with confidence.
Built for businesses that move fast
Whether you are a solo operator or managing a growing team, we scale with you.
Construction & Trades
Job costing, equipment tracking, and project-level P&L.
Freelancers & Consultants
Clean books, tax-ready categories, and simple invoicing support.
Retail & E-Commerce
Multi-channel reconciliation across Stripe, PayPal, Shopify, and more.
Professional Services
Client-level profitability, payroll tracking, and executive reporting.
Ready to get your books in order?
Sign up in under 5 minutes. We will build a plan around your business and get to work right away.
Get Started