Product Features
Complete Visibility and Control
Over Your Finances
Over Your Finances
Our platform simplifies financial management by bringing all your accounts, transactions, and insights into one unified dashboard — without complexity.
Net Worth
$142,600
Monthly Growth
+12.4%
Core Capabilities
Manage and Optimize Your
Finance in One Place
Finance in One Place
Except
Financial Overview & Metrics
See your complete financial picture with real-time balances, net worth tracking, & spending breakdowns in one dashboard
Cashflow & Earnings Analysis
Track income versus expenses with clear visualizations. Understand your financial trends and make informed decisions
Transaction History & Categorization
Every transaction automatically categorized and searchable. Understand exactly where your money goes each month
Account & Integration Management
Connect and manage multiple bank accounts, wallets, and financial services from one place
Capabilities
Tools for Teams, Developers,
& Enterprises
& Enterprises
Except
Role-Based Access Control
Define roles and permissions to manage who can edit, or approve financial data
Team Workspace
Work from a shared financial workspace where teams can review data
Approval Rules
Create structured approval rules for expenses, transfers, and financial actions
Multi-Entity Support
Manage multiple businesses, projects, or accounts from a single platform
Developer API
Expose financial data securely through APIs for custom tools and integrations
Event Webhooks
Receive real-time financial events to trigger actions in external systems
Audit Trail
Maintain a detailed log of user activity and system-level financial changes
Data Export
Export financial data in standard formats for reporting, audits, or backups
Environment Controls
Separate test & production environments to safely build and validate workflows
Supports
Integrations & Extensibility
Connect your existing tools and extend the platform to fit your
unique workflows and business requirements
unique workflows and business requirements
QuickBooks
Xero
Xero
Slack
Google Sheets
Third-Party Connections
Link accounting software, tax tools, and productivity apps via pre-built integrations
Programmatic Access
Access structured financial data securely to power internal tools, dashboards, and backend services
Event-Based Triggers
React to financial events in real time by triggering actions across connected systems and services
Workflow Orchestration
Design automated flows that coordinate data, approvals, and actions across tools and teams
Join Thousands Taking Back
Control Of Their Money
Control Of Their Money
See it in Action & Schedule a
Personalized Demo
Start your journey to financial freedom today. No credit card required.
Schedule a personalized demo to explore how these capabilities
can work for your specific use case
can work for your specific use case
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