Product Features
Our platform simplifies financial management by bringing all your accounts, transactions, and insights into one unified dashboard — without complexity.
Net Worth
Monthly Growth
Core Capabilities
Capabilities
Role-Based Access Control
Define roles and permissions to manage who can edit, or approve financial data
Team Workspace
Work from a shared financial workspace where teams can review data
Approval Rules
Create structured approval rules for expenses, transfers, and financial actions
Multi-Entity Support
Manage multiple businesses, projects, or accounts from a single platform
Developer API
Expose financial data securely through APIs for custom tools and integrations
Event Webhooks
Receive real-time financial events to trigger actions in external systems
Audit Trail
Maintain a detailed log of user activity and system-level financial changes
Data Export
Export financial data in standard formats for reporting, audits, or backups
Environment Controls
Separate test & production environments to safely build and validate workflows
Supports
Connect your existing tools and extend the platform to fit your unique workflows and business requirements
QuickBooks
Xero
Xero
Slack
Google Sheets
Third-Party Connections
Link accounting software, tax tools, and productivity apps via pre-built integrations
Programmatic Access
Access structured financial data securely to power internal tools, dashboards, and backend services
Event-Based Triggers
React to financial events in real time by triggering actions across connected systems and services
Third-Party Connections
Design automated flows that coordinate data, approvals, and actions across tools and teams
