Monthly subscription
Bookkeeping software that answers your money questions
Your bank transactions come in and get sorted by AI; you approve them with a tap. Your books stay current, and an AI CFO (a chief financial officer, the person who reads the numbers) answers any question about your business's money: who owes you, which jobs make money, whether you can afford that hire.
from $295 per month
+ $495 to get started, first 30 days included
Most owners either have no books, a spreadsheet that's three months behind, or accounting software nobody looks at. The platform does the heavy lifting of keeping the books, and the AI CFO turns them into answers. You stay in charge: nothing goes into your books without your OK.
Which jobs made the most money last quarter?
Your best job was the Cherry Creek foundation: $38,200 of profit on $96,500 billed, a 40% margin. The six Aurora driveways held steady at 31%. The Parker site prep lost $4,150: the rented excavator sat idle 9 days waiting on permits, so rental ran more than double the estimate.
Sample data for a made-up construction company. In the platform, the AI CFO answers from your own books and shows every number it used.
- Bring whatever you have
- QuickBooks, Xero, FreshBooks, spreadsheets, a box of bank statements, or nothing at all. Drop it in and the platform figures out what it got. Within minutes you see a first draft of your numbers and three things it noticed.
- Every transaction sorted, you approve
- Your bank and cards connect securely. AI sorts every transaction and tells you why; when it isn't sure, it asks one plain question with a recommended answer. It learns from your answers, so there's less to review every month.
- Books you can hand to anyone
- Reconciliation against your bank, a month-end checklist that walks you through the close, and profit and loss, balance sheet and cash flow for any period, in English or Spanish. Every number opens to the transactions behind it.
- An AI CFO that knows your numbers
- Ask anything, in your own words. It looks up your books, runs the analysis, and answers with the numbers it used and how it got them. Every figure comes from your data, never made up. Export any answer as a spreadsheet or PDF.
- See what's coming
- A 13-week cash forecast with best, likely and worst case, what-if scenarios (a late customer, a new hire, a new truck), alerts before cash gets tight, a monthly report on what changed and why, and a running estimate of the income tax to set aside.
How it works
A 30-minute call
You tell us what you wish you knew about your business. We tell you honestly whether the platform fits and what it would cost.
Drop in everything
Connect your bank and your accounting software, or upload spreadsheets and statements. A first look at your numbers is ready in minutes, not weeks.
Review, and it learns
You approve what the AI sorted and answer its questions. Each answer can become a rule, so next month there's less to do.
Every month after
Books current, a guided close, a monthly report, and an AI CFO that's always up to date. Cancel any time.
Getting started
Onboarding + a 30-day trial
$495 one time
- We set up your categories and connect your bank, cards and accounting software with you.
- We bring in your last 3 months, so your numbers start with history.
- You use the whole platform for 30 days, AI CFO included.
- Not for you? Stop there and owe nothing more. Want to keep it? Your monthly plan starts on day 31.
Need more than 3 months of history? Each extra month is $175–$550, depending on how messy the records are. We quote it after seeing your files.
Plans
Monthly, cancel any time. Three tiers per plan, set by how much activity your business has, not by revenue. These are estimates; you get an exact number on the first call.
Books platform
from $295 per month
- Starter$295
- Standard$445
- Plus$695
You have no bookkeeping yet, or spreadsheets, and want software that does the heavy lifting.
- Categories set up for your kind of business, explained in plain words
- Your bank and cards connected securely
- Every transaction sorted by AI with its reason; you approve with one tap
- Reconciliation and a month-end checklist that walks you through the close
- Statements for any period, ready to hand to whoever does your taxes
Books + AI CFO
from $795 per month
- Starter$795
- Standard$1,195
- Plus$1,795
You want the books kept current and an AI finance analyst telling you what the numbers mean.
- Everything in Books platform
- The AI CFO: ask anything about your business's money, any time
- Monthly report in plain English or Spanish: what changed and why
- 13-week cash forecast with best, likely and worst case, plus what-if scenarios
- Margin by job, product, customer or location
- Estimated income tax to set aside, updated as you go
- A monthly walkthrough call with us
AI CFO on your software
from $295 per month
- Starter$295
- Standard$495
- Plus$695
You keep QuickBooks, Xero or FreshBooks. We add the AI CFO on top.
- Secure connection to QuickBooks Online, Xero or FreshBooks, nothing to migrate
- The AI CFO on your numbers
- Monthly report, cash forecast and the numbers that matter
- Month-end checklist and alerts when something looks off
- Whoever keeps your books today keeps working exactly as before
Tiers: Starter up to 150 transactions a month, 1–2 bank or card accounts, no inventory, no employees · Standard up to 400 transactions a month, up to 4 accounts, contractors or payroll to track, one location · Plus 400+ transactions, or inventory, multiple locations, loans, sales tax in two or more states, or more than one entity
Monthly, cancel with 30 days' notice, no annual contract; 10% off with annual prepay. Founding-client offer for the first 10 Denver businesses: 20% off for 12 months, price locked for 24, onboarding included.
You stay in charge
- Nothing goes into your books, and nothing is sent to anyone, without your OK. Automatic posting is off unless you turn it on.
- The AI CFO reads your books; it never changes them.
- We make software. It isn't accounting, tax or legal advice, and every report says so.
- Your data is encrypted, never used to train AI models, and yours to export or delete at any time.
Need more? We can engineer more.
The platform grows with your business. Tell us what you'd like to see, track or be alerted about, and we'll tailor it to the way you work. A few things we can set up for you:
- Profit by job, with materials and crew hours, for a contractor
- A daily sales sheet for a restaurant, tips included
- A report in your inbox every Monday morning
- An alert the day a customer goes 30 days late
- Your point of sale, online store or booking tool connected to the books
- Receipts photographed on site, read and filed to the right job
Built for businesses like yours
Every industry keeps books a little differently. What the platform tracks for a few of them, and one thing we can build on top.
Restaurants and food trucks
Food and labor cost as a share of sales, best and worst days, whether the new location carries its weight. On top: a daily sales sheet that posts itself.
Contractors and trades
Profit by job, who still owes you, whether you can front materials for the next project. On top: receipts photographed on site and filed to the job.
Dental and medical clinics
Collections by insurer, the real cost of a no-show, which services carry the practice. On top: reminders that cut no-shows, in both languages.
Retail and online stores
Margin by product line, inventory tying up cash, Shopify and Square sales checked against the bank. On top: reorder alerts before you run out.
Property and real estate
Income and expense per unit, late rent, reserves versus upcoming repairs. On top: rent reminders and a tenant portal.
Professional services
What you really earn per client hour, unbilled work, which clients are actually profitable. On top: automated invoicing and reminders.