Transaction-First
Accounting Built for
Clarity and Control

Unlike traditional accounting tools, our product works from the transaction up—not from business profiles or card-based data.

Get Started
Business Management Dashboard
Complete Transaction History/No Credit Card Required/Clarity without Compromise

Overview

Unlike traditional accounting tools, our product works from the transaction up—
not from business profiles or card-based data.

Core
Capabilities

Complete Transaction History

Access your entire transaction history from start to end, without limits or cutoffs.

  • Full historical visibility
  • No missing periods
  • No summarized-only views
  • Ideal for audits and reviews

Your financial data remains intact and traceable.

dashboard
dashboard

Transaction-Level
Details

Each transaction includes detailed metadata.

  • Source & destination clarity
  • Status tracking
  • References & categories
  • Time-based linkage

Accuracy and accountability at every step.

No Credit Card
Information Stored

  • No card numbers saved
  • No profiling
  • Lower compliance risk
  • Privacy-first system

Built on transaction data, not sensitive credentials.

dashboard
dashboard

Built for High-Volume
Accounting Workflows

  • Accounting firms
  • Bookkeepers
  • Finance teams
  • Multi-entity operators

Scales smoothly as complexity grows.

How it works

No assumptions. No black boxes. No card storage.

CPA Portal Business Management Interface

Plans and Pricing

Accounting Built Around Transactions — Not Assumptions

Starter

FREE

Save $120/year

Per user/month, billed annually

Best for individuals & small teams

  • CheckmarkUp to 10 businesses
  • CheckmarkComplete transaction history
  • CheckmarkTransaction-level details & tracking
  • CheckmarkSecure data access
  • CheckmarkNo credit card required

Pro

Popular

$150

Per user/month, billed annually

Best for professional bookkeepers & accounting teams

  • CheckmarkEverything in Starter
  • CheckmarkHigher transaction volumes
  • CheckmarkAdvanced transaction status tracking
  • CheckmarkTeam access & collaboration
  • CheckmarkPriority support

Enterprise

Custom

Save $250/year

Per user/month, billed annually

Best for large firms & multi-entity operations

  • CheckmarkEverything in Pro
  • CheckmarkUnlimited businesses
  • CheckmarkCustom transaction workflows
  • CheckmarkDedicated support & onboarding
  • CheckmarkSecurity & compliance controls