Automatically sync bank transactions, categorize expenses with smart rules, and separate business from personal spending in seconds.
Built for freelancers, contractors, and small business owners.
Connect your bank accounts securely via Plaid. We pull your transactions daily so you never miss an expense.
Create custom rules to automatically rename and categorize confusing bank descriptions like "UBER *TRIP 294".
Separate personal from business expenses with one click. Generate clean reports for your accountant at tax time.
Securely link your bank accounts using Plaid's encrypted connection.
Swipe to categorize transactions or let our smart rules do it for you.
Download clear, itemized reports for your tax filings or budget review.