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Business finance features, organized for operations

The same core finance tools you expect—rewritten for teams, controls, and day‑to‑day business workflows.

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Business finance feature overview illustration

Explore business finance features

Jump into any module and see how it fits into a ledger-first workflow.

Expense tracking
Capture spend with receipts, memos, and categories that stay audit-friendly.
Transaction management
A single register for review, filtering, and reconciled reporting.
Income management
Track revenue entries and cashflow signals, tied to clients when needed.
Recurring transactions
Rules for repeats—post consistently, pause when needed, and keep schedules visible.
Budget management
Plan by category and timeframe, then monitor variance and exceptions.
Insights & analytics
Understand drivers by time, category, merchant, and ledger structure.
Cash
Daily cash visibility across accounts, with fast drill-down to transactions.
Bank accounts
Organize accounts, balances, and activity in a structure that scales.
Credit cards
Track card spend and payment timing with consistent categorization.
Multi-currency
Operate across currencies while keeping consolidated reporting readable.
Mileage tracking
Business and personal mileage categorized for reporting and exports.
Reminders
Due dates and recurring alerts that keep review routines consistent.
Integrations
Bring in data from connected tools and map it to your ledgers cleanly.
AI
Draft, explain, and spot anomalies—while keeping humans in control.