AI-Powered Financial Intelligence

Track Expenses. Send Invoices.
Get Paid Faster.

Complete financial management: AI-powered receipt extraction, professional invoicing, client management, and tax-ready reports. All in one platform.

No credit card required • 14-day free trial • Cancel anytime

THE PROBLEM

Financial Management Shouldn't Be This Hard

✗Receipts lost in thousands of emails

✗Creating invoices in Word/Excel and emailing manually

✗Juggling multiple tools for invoicing, expenses, and payments

✗No way to track which clients owe you money

✗Hours spent on bookkeeping instead of growing your business

THE SOLUTION

All-in-One Platform

Create & send professional invoices with one click

Track outstanding payments and client revenue

AI extracts and categorizes all expenses automatically

Generate tax reports with all receipts attached

One unified dashboard for complete financial visibility

Complete Financial Management Platform

From invoicing to expense tracking to tax compliance. Everything you need to manage your business finances in one powerful platform.

Professional Invoicing

Create beautiful, branded invoices in seconds. Track status (draft, sent, paid, overdue), record payments, and download PDF invoices instantly.

Client Management

Organize all your clients in one place. Track revenue per client, invoice history, and outstanding payments. See your top clients at a glance.

Invoice Email & Tracking

Send invoices directly to clients via email with PDF attachments. Get notified when clients view invoices and receive payment reminders.

AI Receipt Extraction

AI automatically extracts transaction details from email receipts. Eliminates manual data entry and stores all attachments for tax compliance.

Revenue & Expense Analytics

Unified dashboard shows income vs expenses, cash flow trends, top clients, and overdue invoices. Complete financial visibility in real-time.

Bank & Email Integration

Connect 12,000+ banks via Plaid and all major email providers. Automatic transaction sync across all accounts with AI categorization.

How It Works

Set it up once. Save time forever.

1

Connect

Link your bank accounts via Plaid and email accounts via OAuth2. Takes 2 minutes.

2

Extract

AI scans emails, downloads receipt attachments, and extracts transaction data automatically.

3

Categorize

Create custom rules or let AI classify transactions as personal/business automatically.

4

Export

Generate tax-ready reports for US, Canadian, and Nigerian filings. All receipts attached for compliance.

Perfect For

Freelancers & Contractors

Invoice clients professionally, track who owes you, and automatically categorize expenses. Everything in one place.

  • Professional branded invoices
  • Track outstanding payments
  • AI expense categorization
  • Tax-ready reports with receipts

Small Businesses

Manage clients, send invoices, and track cash flow. See revenue by client and identify your most profitable relationships.

  • Client revenue tracking
  • Automated invoice generation
  • Multi-bank expense tracking
  • Custom categorization rules

Individuals

Organize personal finances in one place. Track spending and maximize tax deductions across jurisdictions.

  • Unified transaction dashboard
  • Receipt archive for tax time
  • Personal tax export support

Frequently Asked Questions

Ready to Transform Your Business?

Join thousands of freelancers and small businesses managing invoices, expenses, and clients in one powerful platform.

14-day free trial • No credit card required • Cancel anytime