Your finances, handled. Your money, working.
You didn’t start a business to run a finance department. Get software plus an expert team — or go full service: books done, bills paid, cash collected, taxes filed. The finances just… happen.
Software plus people. One relationship.
Pick your level: run it yourself with Kate, run it with our team beside you, or go full service — clean books, filed taxes, your time back.
We set it up
Your chart of accounts, your bank and card connections, your history migrated — configured for you, not by you.
The platform + a team run it
Transactions categorized, invoices out, bills queued, books reconciled continuously. Real accountants review what the AI drafts.
You decide the things that matter
Approvals come to your phone; everything else is handled. Ask Kate anything, any time — by voice, from anywhere.
A finance department’s output, without the department.
Books, always current
Reconciled continuously, not at month-end. Your P&L is real the day you look at it.
Invoicing & collections
Invoices out with pay links, follow-ups drafted, cash applied — you watch the money land.
Bills paid, cheaply
Bills captured, coded, and paid on flat-fee bank rails — with your one-tap approval in the loop.
Take cards, keep more
Point-of-sale and invoice payments we guarantee will beat your Stripe or Square rate.
Free planning
Budgeting & planning is free for small businesses — Pulse builds your first forecast itself.
Taxes, handled
Your books stay tax-ready all year, and filings happen on time through our partner CPAs — no spring scramble, no shoebox.
A CFO when you need one
Add fractional CFO hours for board decks, fundraising, and the big decisions — same platform, same data.
And the free stuff is really free: CRM, Ask Kate, core HR, time tracking, the document vault. Prefer your own CPA? Tax-ready exports go straight to them instead.
Call your books from the truck.
“Did the Hendersons pay?” “Can I afford the new trailer?” Kate answers from your real numbers and drafts what you ask — you approve from your phone.
Let’s get your finances handled.
Tell us where your books stand today — even if the answer is “a shoebox.” We’ll set you up and grow with you.
Let’s begin