Financial hygiene
Historical clean-up and reconciliation of your business accounting, plus option to hand off AR/AP and payroll.
Say goodbye to file hunting in your inbox. Get quick access to all your latest accounting documents in one place.
Skip the shortcuts that tax accountants use for annual compliance and get accurate monthly books that improve capital access.
Financial efficiency
Translate financial documents into actionable data with AI-powered visualization and insights reporting.
Customizable monthly breakdown of revenue and expense categories with CFO-caliber feedback and flags.
Automated comparison of your latest business data against lender requirements for access to capital goal setting.
financial growth
A comprehensive network of lenders and partners with visibility into their requirements and offerings.
Lender Match technology to ensure you only pursue pre-qualified opportunities and keep a healthy cash flow to liabilities ratio.
Use built-in tools to manage liabilities and unlock larger available credit at key milestones.
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Get access to an extensive network of Lending Partners with special offerings on cash.
Use a loan comparison tool enhanced with AI commentary to make data-driven decisions.
Choose the right plan for your growth stage and start scaling better today.
Monthly Profit & Loss Statement
Monthly Balance Sheet
Monthly Statement of Cash Flows
Funding Network + Offer Reviews
Funding Network + Offer Reviews
Live Debt Schedule
Financing Calculators
Financing Calculators
AI Financial Insights
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Everything in Plus
Accounts Receivable Aging Reports
Accounts Payable Aging Reports
Billing + Payments Processing
Monthly Forecast Maintaince
Payroll Processing + 1099/W2 Issuance
Taxes
Forecasts
Inventory Management