A clean view of where cash lives
Organize accounts so balances and activity stay understandable over time.
Multiple account types
Track checking, savings, and other account types in one consistent view.
Ledger separation
Keep entities or business vs personal accounts separated when you need clean boundaries.
Balance and activity visibility
Keep balances and recent movement available for daily routines.
Multi-currency support
Preserve original currency amounts while keeping consolidated totals readable.
Export-ready structure
Structured fields keep exports and reconciliations usable across systems.
Built for review
Readable detail views support owners, operators, and accountants.
Account structure that scales
Organize
Name and group accounts the way you operate
Keep accounts grouped by ledger or purpose so totals remain meaningful and review stays fast.
Ledger-first organization
Separate views for entities, departments, or personal vs business when needed.
Readable labels
Clear names make reviews faster for everyone involved.
Track
Use accounts as the source of truth
Track balances and activity so cash views and reports stay grounded in real accounts.
Balance context
Know where you stand before you commit to spend or payouts.
Drill into activity
Go from totals to the transactions behind them.
Report
Keep exports and reconciliation clean
When accounts are structured, reporting becomes routine: summarize, export, and reconcile without reformatting.
Consistent structure
Stable account organization keeps reporting consistent over time.
Multi-currency visibility
Preserve original currency while using consolidated totals where needed.
