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[CPA-built for Small Business Owners]

A Profit & Loss You Can Trust Right Now

Connect your bank securely in two minutes and get an immediate Profit & Loss without QuickBooks, Xero, or software to install.

No credit card needed
75-day free trial
Cancel anytime
Secure bank connection
AccountingCompleted dashboard preview

How It Works

Option 1

1

Connect your bank/credit card in 60-120 seconds.

Your Profit & Loss is built automatically, immediately.

2

View your first Profit & Loss

See daily updates and know where your business stands.

Includes 75 days of free data.

3

Next day or ASAP meet gratis with an accounting CPA

We’ll work out a reasonable and affordable plan for you.

No long-term obligation required. Cancel at any time.

Get Started With Your 75-day Trial + Bonus*[available for a limited time]

Try it Free

No credit card needed Cancel anytime

Option 2

Get Your Gratis CPA Consult First

Discuss your needs, design a plan specifically for your business.

Get A Free Quote

Here's How CPA-Driven Data Updated Daily is Improving Small Businesses:

Bank & credit card transactions
gathered by Mastercard Data Connect

Choose Your Plan

Basic

Executive
Continuously Updated Transactions
Automatically Categorizes Your Transactions
View, Click & Print Results of Business Operations
Access Financial Statements with CPA Legend
Invite Your Own Tax CPA or Preparer
Connect Unlimited Financial Institutions
Retrieve & Categorize Older Transactions
Tax-Ready Year-End Statements
Gratis Annual Consult With An Accounting CPA
Easy Electronic Edit for Unfamiliar Transactions
Import Your Previous Chart of Accounts (optional)
Import Your Previous Accounting Record (optional)
Priority Support
Bank Statement Retrieval
Checks Written Retrieved and Entered
Employee Users (with controls)

Frequently Asked Questions

As soon as you connect your business bank(s) and credit card(s), your data populates into your Profit & Loss, typically within minutes.

Service companies, contractors, professionals and entrepreneurs of all types up to $10M in annual revenue using cash-basis accounting, and who do not need to use this accounting software for invoicing, for tracking payables, or inventory.

This CPA-built system updates your Profit & Loss information daily, with your data easily and readily viewable (and printable) from any device. And yes, the App can post your starting balances, or import your previously completed accounting at no extra fee.

No, it's accounting and reporting (tax-ready info for your tax preparer at year-end).

Yes, the first 75 days of data are free.

Reasonable and affordable. Your new accounting CPA will create a price point that makes sense for your specific needs, whatever they are. A monthly fee starts after your 75 days of free data. No credit card required.

Yes. Your Profit & Loss is available anytime to view and print, or you can schedule periodic delivery.

Yes. We can import any Chart of Accounts as part of your plan at no extra cost, or start with the Income and Expense categories we have in our system, and we will add what you request or need in the future.

The App can import accounting previously prepared on other software at no charge, or you can start fresh – it's your plan, so it's your choice.

Every business has its uniqueness and specialty items. That's why we provide customized plans for more complex situations, and why our service includes setting up a session with a professional within the first several days. If your business is more complex and it makes sense for you to upgrade, you will be given that option after connecting your financial institutions.

Back-work or "catch-up" is priced separately for a one-time charge. Keep in mind that from the day you first connect your financial institutions, the App automatically goes back to the first day of the prior month. Your 75 days of free data starts then. This App can gather data for catch-up work back 6-24 months, depending on your financial institutions. We will work out a solution for you in the gratis CPA session.

Click below and connect your accounts to see your income and expense numbers populate. Look it over in the coming weeks. Decide what it is worth to you.
Or See Option 2 Below
Bank & credit card transactions
gathered by Mastercard Data Connect