All your cards and accounts in one place. Sorted by itself.
Built for people who run a small trade business from the same wallet they live on. Connect your banks once — income and expenses sort themselves, and in January you hand your accountant a ready Schedule C report instead of a week of digging through statements.
January, at the accountant's
Every line drills down to the raw bank rows.
Sorts itself
Standard categories work from minute one. Answer “what is this merchant?” once — the answer applies to the whole history and the future.
Personal and business, separated
Groups keep the same wallet honest: business purchases from a personal card are one tap to reassign. Reports never mix the two.
You own the bank connection
Banks connect through your own free Plaid account — we sell software, not access to your data. The app is read-only by construction: it can't move a cent.
$12/month
Free while you set up. No card required to start. Your data exports any time, on any plan.
Don't want to set up Plaid yourself? We'll do it with you — $100 one-time.