Live demo · Financial Dashboard

You have money. But do you know where it's going?

See what happens when every dollar gets sorted, tracked, and turned into answers — automatically.

Business Checking••4821
$48,213.07
Available balance
How much of this is actually yours to spend?
Money in the account — no idea where it went.The balance looks fine… until payroll, taxes, and bills hit at once.
A pile of receipts nobody wants to sort.So it waits for the weekend. Or for tax season.
No real numbers to decide with.Can you hire? Buy the truck? Raise prices? It's a guess.
Step 1 · Sorted

Every transaction, sorted — automatically.

Cryptic bank lines become real names, the right category, and a matched receipt. Anything unclear gets flagged for you instead of guessed.

Bank feed0 of 9 sorted
Sorted intoThis week
Done. Nobody typed a thing. Now it all rolls up into your hub ↓
Step 2 · Your hub

One page with every answer.

Your numbers live in one place that updates itself — so you always know what came in, what went out, and what's actually yours to spend.

Your Business  /  Financial Hub

Financial Hub

Fiscal year: Jan – Dec 2026Updated: this morning, automatically
This month in plain English: Revenue is up 12% from August. Materials ran 30% higher — two large supply orders. You're on pace for your best quarter this year.
Revenue YTD$0▲ 14% vs last year
Expenses YTD$0Tracking to budget
Net Profit YTD$0—
★ Safe to Spend$0after what's already owed
Bank balance$48,213
Payroll this Friday− $12,400
Tax set-aside (est.)− $9,800
Bills due this month− $6,300
Actually yours to spend$19,713
Money in vs. money out
Revenue vs. expenses by month
Fiscal year 2026 · hover or tap a month
RevenueExpenses
Where the money went
Expenses year to date
Needs your review (2): An Amazon order that could be supplies or personal, and a new vendor we haven't seen before. One tap each to confirm.
Recent transactions
DateDescriptionCategoryAmountReceipt

Sample data for illustration only. Every business's finances look and work differently, so your hub is custom-built around how your business actually runs — the final result won't look exactly like this demo. Not financial or tax advice.