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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

1

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

Your Profit & Loss is built automatically, immediately.

2

View your business results over 75 days of data

See daily updates and know where your business stands.

Meet gratis with an accounting CPA ASAP.

3

Decide your monthly payment, or cancel

PWYW - Pay what you want each month to continue.

No long-term obligation, no contract needed.

75-Day Free Trial + Bonus*[available for a limited time]

Try it free, then decide what it's worth to you.

No credit card needed Cancel anytime

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

Bank & credit card transactions
gathered by Mastercard Data Connect

Plans & Pricing

Basic
$PWYW/mo

Standard
$167/mo

Executive
Custom Pricing

Continuously Updated Transactions
Automatically Categorizes Your Transactions
View, Click & Print Results of Business Operations
Invite Your Own Tax CPA or Preparer
Connect Unlimited Financial Institutions
Retrieve & Categorize Older Transactions (you propose the price)
Tax-Ready Year-End Statements
Gratis Annual Consult With An Accounting CPA
Easy Edit for Uncategorized Transactions
Import Your Previous Chart of Accounts (optional)
Import Your Previous Accounting Record (optional)
Priority Support
Bank Statement Retrieval
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 and entrepreneurs around or under $5M in annual revenue using cash-basis accounting, and do not need to use this accounting software for invoices, receivables/payables tracking, 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.

You decide what it is worth to you. That 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. You know how many months back you need; just give us a price you believe is fair, and we can go from there. 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. That's part of your 75 days free data. Most often the catch-up effort would require the expertise of an accounting professional. We encourage you to discuss this matter in the gratis CPA session we offer to set up for you. The App can gather data for catch-up work back 6-24 months ago, depending on your financial institutions.

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.
Bank & credit card transactions
gathered by Mastercard Data Connect