What is it all about?
Our software is designed to make your Financial Project Management easier. From sharing documents and transactions, to assigning tasks, we are here to help.
Video & screenshots
screenshots
Who is it for?
Freelancers
Startups
Agencies
SMBs
Enterprises
Key Features
Sharing - through secure sharing circles, share accounts transactions, folders and documents with team members or clients. Internal controls - Set up financial alerts to monitor unusual spending with employees, contractors, or even your own spending. Tasking - Task a team member on the need for a receipt, ask contractors to explain an expense, request a bank statement. Security - We use the same security as banks to keep your data safe including secured data centers and 128 bit SSL encryption.
Benefits
Instantly see financial alerts, notifications, documents, transactions from one location. A single snapshot that allows you to focus on the rest of your day. Get as granular as you want, and share only what is necessary. Turn financial to-do's to done!
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Pricing
Yearly
Monthly
Lifetime
Free
Freemium
Trial With Card
Trial No Card
By Quote
Description
Small Business Light @ $14.95/month
• Up to 10 team members or employees
• 2 checking accounts
• 3 credit card accounts
• 10 GB storage
Please visit our pricing page for more information.
Integrates With
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