Cash Flow Overview
Real-time position, burn rate, and upcoming obligations
Budget Manager
Set monthly targets by category and track spending
Cash Flow Forecast
Project your cash position across scenarios
Variance Analysis
Actual vs. budget comparison with AI-powered insights
Weekly Report
AI-generated financial briefing — delivered every Friday morning
Account Settings
Manage your profile, subscription, and preferences
- Weekly AI financial reports
- Cash flow dashboard
- Budget management
- QuickBooks sync
- 1 user
- Everything in Starter
- Advanced AI variance analysis
- Scenario forecasting
- Priority support
Apply a promo code to your account. Codes are applied to your next billing cycle.
Cancelling ends your access at the end of the current billing period. Your data is preserved.
Payment methods are managed securely via Stripe. Visit the Stripe billing portal to update your card or view invoices.
Manage Billing & Invoices →Download all your financial data as CSV files — transactions, invoices, accounts, and budgets.
Permanently delete your account and all data. This cannot be undone — all transactions, invoices, budgets, and reports will be erased.