Six powerful modules designed to help SMBs monitor, predict, and optimize their cash flow.
Get a complete financial snapshot the moment you log in. The unified dashboard pulls live data from checking, savings, credit cards, and payment processors — showing net cash position, burn rate, and upcoming obligations in one view. Balances update every hour automatically.
Machine learning analyzes your transaction history, recurring patterns, seasonal trends, and upcoming obligations to project your cash position 90 days forward. Forecasts update daily with gap alerts that give you lead time to take action.
Create and send branded invoices in seconds. Set automated reminders on your schedule. Accept credit cards, ACH, and bank transfers directly through invoices — helping you get paid faster.
Track and categorize expenses automatically. Receipt scanning, recurring expense detection, and spend analysis by category, vendor, project, or team member.
Connect to financial institutions through our secure integration layer. Two-way sync with QuickBooks Online, Xero, and Sage keeps books accurate without double entry.
Test decisions before you commit. Model the cash impact of hiring, equipment purchases, market expansion, or seasonal slowdowns with side-by-side comparisons against your baseline.
Get a personalized walkthrough and see how each module maps to your specific business needs.
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