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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.

Get started Back to Business

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.

Daily cash visibility across accounts, with fast drill-down to transactions.

Organize accounts, balances, and activity in a structure that scales.

Track card spend and payment timing with consistent categorization.

Operate across currencies while keeping consolidated reporting readable.

Mileage tracking

Business and personal mileage categorized for reporting and exports.

Due dates and recurring alerts that keep review routines consistent.

Connect external tools through OpenPort and map data to your ledgers cleanly.

Draft, explain, and spot anomalies—while keeping humans in control.