Income, expenses, and transfers in one transaction center.
One transaction model for every money movement
Income, expenses, and transfers follow one consistent path without losing the details each one needs.
Start with the direction, add depth only when it helps
The entry flow adapts to the movement while every saved record returns to the same transaction center.
Choose the transaction direction
Add income, an expense, or an account transfer from one entry point; each path shows the fields that movement needs.
Income can retain client and project context; expenses can retain vendors, attachments, service follow-up, locations, and inventory lines.
Anchor every amount to its account and currency
Preserve the original amount and currency when needed while reporting and reconciling in the workspace’s home currency.
Link the record to a client, vendor, or project only when that context improves revenue, cost, or profitability review.
Make predictable activity recurring
Create a recurring rule with the first income or expense, then manage its cadence and execution without creating another record system.
Search and filter by kind, account, category, date, amount, and context, then move from cashflow totals back to the exact records.
One transaction record, across the whole team.
Search, filter, and understand what’s driving cashflow.
Capture details when you have them
Keep income and expenses tied to the right workspace, account, category, client, vendor, project, location, or inventory line.
Lightweight by default, deep when needed
Keep the default workflow fast, with optional depth for real operations and attribution.
Pick workspace, account, and category, then add notes so transactions stay understandable later.
Attach supporting files so review doesn’t rely on memory.
Link clients, vendors, and projects
Tie revenue and spend to the right counterparties and workstreams so reporting stays actionable.
Attribute income to clients and expenses to vendors when tracking requires it.
Tag activity to projects and add a location label when the “where” matters.
Review faster with consistent structure
A clear register makes daily and month-end review routine: filter, reconcile, and export summaries with confidence.
Drill down by date, amount, category, and account to answer questions quickly.
Turn entries into recurring rules so repeats stay predictable and reviewable.
Questions, answered
Can we track multiple workspaces?
Does a transaction support clients, vendors, and projects?
Do you keep original currency values?
Can we attach receipts and files?
Can transactions be turned into recurring rules?
What’s the fastest way to review activity?
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