Features
One workspace for the money you keep at home and the money that moves through your businesses.
- Personal space and multiple businesses
- Your personal finances live in their own space. Add as many businesses as your plan allows, then view one at a time or everything combined on the same dashboard.
- Accounts with opening balances
- Create bank, cash, credit card, investment, wallet and lending accounts. Each starts from the balance you enter, so your totals match the real world from day one. Set a low-balance level and get warned when an account drops below it.
- Categories
- Income and expense categories come ready to use, including rent, groceries, inventory and wages. Rename them, add your own and give each a colour.
- Five kinds of transaction
- Income and expense for everyday entries, transfers between your own accounts, lending and repayments, and adjustments to correct a balance. Every entry keeps its date, note and reference number.
- Lending
- Track money you have lent or borrowed, with the person, the amount, an optional interest rate and a due date. Repayments close the loan step by step.
- Monthly profit goals
- Set a profit target for each business or for everything together. The dashboard shows how far along you are, and you can get a WhatsApp message when you reach it.
- Dashboard and reports
- Charts for income, expenses and balances. Reports by month, quarter, year or any date range, split by category, account or business. Advanced reports are included from the Professional plan.
- Team roles and business access
- Owners, admins, accountants and viewers each get the permissions their job needs. Limit a team member to specific businesses so your personal space stays private.
- WhatsApp alerts
- Choose which events send a message: new transactions, low balances, reached goals and plan renewals. Available from the Professional plan.
- Mobile app ready
- The same data is available to a mobile app through a secure API, so your numbers stay in step wherever you look.