Custom Templates & Dynamic Dashboards
Finance
Sales & Marketing
Project Management
Personal Finance Management
Human Resource Management
Custom Dashboards
✔ Advanced Formulas
✔ Interactive Dashboard
✔ Data Connectivity
$199 / month
Best for small businesses with low transaction volume.
Includes:
Up to ~75 transactions/month
Bank & credit card reconciliation (up to 2 accounts)
Income & expense categorization
Monthly Profit & Loss statement
$349 / month
For growing businesses that need consistency and clarity.
Includes:
Up to ~150 transactions/month
Reconciliation (up to 4 accounts)
Monthly P&L and Balance Sheet
Accounts receivable & payable tracking
Monthly review for accuracy
$549 / month
For established businesses needing more oversight.
Includes:
Up to ~300 transactions/month
Reconciliation (up to 6 accounts)
P&L, Balance Sheet & Cash Flow Statement
Priority support
Monthly performance review