We help founders, freelancers, and small teams stay on top of their financial admin — organizing records, sending invoices, and ensuring accurate tracking of income and expenses. Ideal for service providers who need clean reports but don’t need a full-time accountant.
Income & Expense Tracking
Record all business income and expenses in organized formats for easy reference and reporting. Categorize transactions. Monthly totals & summaries. Tag personal vs. business items.
Invoice Creation & Follow-up
Generate professional invoices and track payment status to avoid delays. Customize and send branded invoices. Log payment status (paid, pending, overdue). Send polite reminders.
Receipt & Proof Uploads
Collect and organize receipts or transaction proofs for documentation or reimbursement. Upload and rename receipts. Sort by month/category. Share folders for accountant use.
Monthly Financial Summaries
Create simplified reports that show how much came in, what went out, and how things are trending. Income/expense breakdown. Highlight major spending areas. Flag any red flags or trends.
