Onboarding process made simple

It only takes 3 steps. We don’t want you to get overwhelmed.
We’ll walk you through for a hassle-free transition.

Scale your business in 3 easy steps


Synergizing Finances: Enhance Insights and Decisions through Departmental Alignment

Ensure seamless financial tracking and reporting by aligning your business’s chart of accounts with specific departments. This enables better insights into departmental performance and aids in efficient decision-making.


Efficient Finances: Tailored Tracking for Optimized Resource Management

Streamline financial management by assigning relevant accounts to individual departments, allowing you to monitor their financial activities separately and optimize resource allocation.


Map your Quickbooks chart of accounts to each of your departments

With clear mappings of accounts to departments, you can gain a comprehensive understanding of your business’s financial health, enabling effective planning and driving overall growth and profitability.

Jumpstart your financial freedom today

Choose the best plan that’s perfect for your business. Try it free for 14 days.

Try for Free


✓ Manage 1 business account

✓ Can access the program but just the revenue feature for 14 days

✓ One time 1-on-1 call for a business review and audit

✓ Standard support

Individual Plan


✓ Manage 1 business account

✓ Full-accès to all dashboards: Profit & Loss, Budgetting and Breakeven.

✓ 1-on-1 call for a monthly business review and audit for the first 3 months

✓ Standard support

Individual Plan


✓ Manage 1+ business accounts

✓ Full-accès to all dashboards: Profit & Loss, Budgetting and Breakeven.

✓ 1-on-1 call for a monthly business review and audit for the first 6 months

✓ Standard support

See our full range plans

Top features that can make financials
easier to understand

Patented color-coded achievement tracker

Our Patent-pending color-coding achievement tracker makes it easy and quick for you to keep track of your company’s performance. It’s as straightforward as it can be – Green is good and red is bad. No need to wait for reports as your financials are updated the moment you input financial data.

Simplified and organized financial dashboard

The simplified financial dashboard allows users to take control of their specific areas of finances, such as accounts receivable, accounts payable, and inventory. You can view detailed financial reports, charts, and graphs to gain a deeper understanding of their financial position. The dashboard features a unified view of your daily operations to know your business numbers.

1-on-1 business monthly business review

1-on-1 business sessions help business owners assess their financial performance and plan for the future. Listen to sound advice from professionals in the business field, review your financial data, and discuss strategies for growth and profitability through the use of business report cards. They will also provide insights and recommendations for improving financial performance and achieving the business’s goals.