Everything You Need to Run Your Business
Payroll, invoicing, accounting, AI categorization, and practice management — all in one platform built for small businesses and the accountants who serve them.
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Payroll
Full-service payroll for W-2 employees and 1099 contractors
Automated Payroll Runs
Run payroll in minutes. Auto-calculates federal income tax, Social Security, Medicare, FUTA, and state taxes. Supports hourly and salaried employees with overtime.
Direct Deposit via Stripe ACH
Pay employees via same-day or next-day ACH direct deposit powered by Stripe Connect. Employees set up bank accounts through a secure self-service portal.
Digital Employee Onboarding
Send onboarding invitations via email. Employees complete personal info, W-4, state tax forms, direct deposit, and document upload in a 5-step self-service wizard.
PTO Management
Create PTO policies with accrual rates, caps, and carryover rules. Employees request time off, managers approve, and balances update automatically.
Multi-State Tax Support
Built-in tax calculations for 15 states including CA, NY, TX, FL, PA, IL, OH, GA, NC, MI, NJ, VA, WA, AZ, and MA. Handles state income tax, SDI, PFL, and SUI.
Payroll Scheduling
Set up weekly, biweekly, semi-monthly, or monthly pay schedules. Auto-generates upcoming payroll runs with reminders so you never miss a pay date.
Pay Stubs & Tax Documents
Generate PDF pay stubs for every payroll run. Year-end W-2 and 1099 generation. Employees access documents through their self-service portal.
Tax Filing & Compliance
Quarterly 941 worksheet pre-filled with YTD data. New hire state reporting. Payroll corrections with full reversal support for void and adjustment runs.
Benefits Administration
Health, dental, vision, retirement, and more
Health, Dental & Vision
Set up benefit plans with employer and employee contribution amounts. Manage enrollment periods and track participation across your workforce.
401(k) & Retirement
Configure retirement plans with percentage or fixed-amount employee contributions. Employer match support with automatic payroll deductions.
HSA & FSA
Health Savings Account and Flexible Spending Account management with pre-tax payroll deductions calculated automatically each pay period.
ACA Compliance
Track full-time equivalents, monitor eligibility, and maintain records for Affordable Care Act compliance reporting.
Invoicing
Create, send, and collect payment on professional invoices
Invoice Builder
Create professional invoices with line items, tax rates, discounts, and custom notes. Auto-number invoices and track payment terms (Net 15/30/60).
PDF Generation
Generate polished PDF invoices with your company branding. Send directly to clients or download for manual delivery.
Online Payments via Stripe
Clients pay invoices online with credit card or ACH. Payment status updates automatically when Stripe processes the transaction.
Recurring Invoices
Set up recurring invoices on weekly, monthly, or custom schedules. They generate and optionally send automatically via cron.
Accounting
Chart of accounts, journal entries, and bank reconciliation
Chart of Accounts
Full double-entry chart of accounts with standard account types: assets, liabilities, equity, revenue, and expenses. Create sub-accounts for detailed tracking.
Journal Entries
Create manual journal entries or let the system auto-generate them from payroll runs. Every entry is balanced with debits equaling credits.
Bank Reconciliation
Reconcile bank statements against your books. Mark transactions as cleared, track outstanding items, and verify ending balances.
AI-Powered Intelligence
Smart automation built on a leading large language model
AI Transaction Categorization
Our AI analyzes transaction descriptions, amounts, and context to assign tax categories with confidence scores. Learns from your corrections over time.
Payroll Anomaly Detection
AI reviews each payroll run for unusual patterns — large pay changes, overtime spikes, duplicate payments, tax withholding anomalies — and flags them before you approve.
Monthly Financial Health Snapshots
AI-generated monthly briefings summarize revenue trends, expense changes, cash flow, and key metrics. Share with clients or use for planning.
Tax Optimization Suggestions
AI analyzes your financial data and identifies potential tax savings: retirement contribution optimization, deduction timing, entity structure recommendations.
Custom Rules Engine
Create pattern-matching rules with exact match, contains, starts-with, or regex. Rules run automatically on new uploads for hands-free categorization.
CSV Import & Export
Work with data from any source
Flexible CSV Import
Upload bank statements from any institution. Smart column mapping detects dates, descriptions, and amounts automatically. Multiple date format support.
One-Click CSV Export
Export categorized transactions with tax codes, ready for QuickBooks, TurboTax, Xero, or any accounting software. Filter by status or date range.
Payroll Data Import
Migrating from Gusto, ADP, or QuickBooks Payroll? Import employee data and YTD balances from CSV exports to get up and running immediately.
Practice Management
Built for CPAs and bookkeepers managing multiple clients
Multi-Client Dashboard
See all your clients in one view. Track engagement status, upcoming deadlines, and outstanding items across your entire practice.
Client Portal & Invitations
Invite clients to collaborate. They get their own company with controlled access while you maintain oversight of all accounts.
Firm Billing
Track billable items per client. Generate firm invoices based on services rendered, employee count, or flat monthly fees.
Firm Reporting
Revenue by client, time-to-complete metrics, client growth tracking, and practice-wide financial summaries.
Integrations
Connect with the tools you already use
QuickBooks Online Sync
Export chart of accounts, journal entries, and customer data to QuickBooks Online. Keep your books in sync across platforms.
Xero Integration
Connect to Xero for account sync, contact management, and journal entry export. OAuth-based secure connection.
API Access
Programmatic access to transactions, payroll data, and invoices with API key authentication. Build custom integrations.
Notifications & Webhooks
Email and push notifications for payroll approvals, invoice payments, PTO requests, and more. Zapier-compatible webhooks for custom workflows.
Security & Compliance
Enterprise-grade security for financial data
Zero Data Retention AI
Our AI provider processes your data with zero retention. Nothing is stored after the API call completes.
Bank-Grade Encryption
AES-256-GCM encryption for bank account data. TLS 1.3 in transit. All sensitive fields encrypted at rest.
Row-Level Security
Database policies enforce strict tenant isolation. Users can only access their own companies and data.
SOC 2 Infrastructure
Hosted on Vercel and Supabase — both SOC 2 Type II certified with enterprise-grade reliability and uptime.
How It Works
Sign Up & Set Up
Create your account, add your company, and configure payroll, invoicing, or categorization.
Add Your Team
Send onboarding invitations to employees. They self-onboard with W-4, direct deposit, and documents.
Run & Automate
Run payroll, send invoices, upload bank statements. AI handles categorization and anomaly detection.
Review & File
AI-generated reports, pre-filled tax worksheets, and one-click exports make compliance simple.
Ready to get started?
Create a free account and start managing your finances in minutes. No credit card required.