Now available for early access
Now available for early access
Powerful AI platform simplifying reporting and delivering forecasts for faster decisions.
4.8 rated by 8K+ users
Powerful AI platform simplifying reporting and delivering forecasts for faster decisions.
4.8 rated by 8K+ users
AI driven forecasting
See AI-powered revenue and risk predictions in seconds.
AI driven forecasting
See AI-powered revenue and risk predictions in seconds.
AI driven forecasting
See AI-powered revenue and risk predictions in seconds.
Unified dashboard
Track key metrics in one clean, customizable view.
Unified dashboard
Track key metrics in one clean, customizable view.
Unified dashboard
Track key metrics in one clean, customizable view.
Automated reporting
Create clear reports instantly with no manual effort.
Automated reporting
Create clear reports instantly with no manual effort.
Automated reporting
Create clear reports instantly with no manual effort.
Risk detection
Spot unusual patterns and potential risks right away.
Risk detection
Spot unusual patterns and potential risks right away.
Risk detection
Spot unusual patterns and potential risks right away.
A smarter AI engine and financial workflow built to help teams move with clarity.
Real-time intelligence
Get instant insights and forecasts powered by advanced AI so your team can make decisions with clarity.
Effortless workflow
A simple and intuitive interface that removes friction and keeps your financial operations moving smoothly.
Upcoming Investment Reminder
Google Mobile
Google Mobile
Google Mobile
$2,000 USD
$2,000 USD
$2,000 USD
Sarah
Reliable accuracy
Consistent, data-driven analysis that helps teams effectively reduce risk and stay ahead of the curve with confidence.
A simple flow that brings clarity to your financial data in minutes.
01
Connect your data
Import financial sources with quick and secure integrations.
01
Connect your data
Import financial sources with quick and secure integrations.
01
Connect your data
Import financial sources with quick and secure integrations.
02
Let AI analyze
Your data is processed instantly to reveal trends and patterns.
02
Let AI analyze
Your data is processed instantly to reveal trends and patterns.
02
Let AI analyze
Your data is processed instantly to reveal trends and patterns.
03
View clear insights
See forecasts, reports, and metrics in one intuitive workspace.
03
View clear insights
See forecasts, reports, and metrics in one intuitive workspace.
03
View clear insights
See forecasts, reports, and metrics in one intuitive workspace.
Sync data directly from your favorite tools and keep every workflow unified in one centralized place.
Choose a plan that supports your workflow and scales as you grow.
Starter
For individuals and early teams getting started with financial clarity.
Free
Connect up to three data sources
Basic dashboard views
Standard forecasting
Automated weekly reports
Email support
Starter
For individuals and early teams getting started with financial clarity.
Free
Connect up to three data sources
Basic dashboard views
Standard forecasting
Automated weekly reports
Email support
Starter
For individuals and early teams getting started with financial clarity.
Free
Connect up to three data sources
Basic dashboard views
Standard forecasting
Automated weekly reports
Email support
Growth
For growing teams that need deeper insights and more automation.
$49
/mo
Unlimited data sources
Advanced dashboard customization
Real time forecasting
Automated daily reports
Priority support
Growth
For growing teams that need deeper insights and more automation.
$49
/mo
Unlimited data sources
Advanced dashboard customization
Real time forecasting
Automated daily reports
Priority support
Growth
For growing teams that need deeper insights and more automation.
$49
/mo
Unlimited data sources
Advanced dashboard customization
Real time forecasting
Automated daily reports
Priority support
Pro
For established teams looking for full visibility and powerful analysis.
$99
/mo
Full integrations with all tools
Custom reporting and exports
Team collaboration and permissions
Anomaly detection alerts
Dedicated account support
Pro
For established teams looking for full visibility and powerful analysis.
$99
/mo
Full integrations with all tools
Custom reporting and exports
Team collaboration and permissions
Anomaly detection alerts
Dedicated account support
Pro
For established teams looking for full visibility and powerful analysis.
$99
/mo
Full integrations with all tools
Custom reporting and exports
Team collaboration and permissions
Anomaly detection alerts
Dedicated account support
This platform gives us instant clarity. Our forecasts are more accurate and team makes decisions faster than ever.
Operations Lead
John Smith
This platform gives us instant clarity. Our forecasts are more accurate and team makes decisions faster than ever.
Operations Lead
John Smith
Answers to common questions about setup, pricing, and how everything works.
Still got questions?
How do I connect my financial data sources?
You can link banks, tools, and spreadsheets directly from the setup page with secure one click integrations.
Can I change or cancel my plan at any time?
Yes, you can upgrade, downgrade, or cancel your plan whenever you like with no hidden extra fees.
How secure is my data?
All data is encrypted in transit and at rest, and we follow industry standard security practices to keep your information protected.
Does the platform support multiple team members?
Yes, you can invite your team, assign specific roles, and manage permissions based on your current plan.
What integrations are included?
Most integrations are available on all plans, while advanced data connections are included in higher tiers.
Do you offer onboarding support?
Yes, we provide guided setup and extensive resources to help you get your business fully up and running.
How do I connect my financial data sources?
You can link banks, tools, and spreadsheets directly from the setup page with secure one click integrations.
Can I change or cancel my plan at any time?
Yes, you can upgrade, downgrade, or cancel your plan whenever you like with no hidden extra fees.
How secure is my data?
All data is encrypted in transit and at rest, and we follow industry standard security practices to keep your information protected.
Does the platform support multiple team members?
Yes, you can invite your team, assign specific roles, and manage permissions based on your current plan.
What integrations are included?
Most integrations are available on all plans, while advanced data connections are included in higher tiers.
Do you offer onboarding support?
Yes, we provide guided setup and extensive resources to help you get your business fully up and running.
How do I connect my financial data sources?
You can link banks, tools, and spreadsheets directly from the setup page with secure one click integrations.
Can I change or cancel my plan at any time?
Yes, you can upgrade, downgrade, or cancel your plan whenever you like with no hidden extra fees.
How secure is my data?
All data is encrypted in transit and at rest, and we follow industry standard security practices to keep your information protected.
Does the platform support multiple team members?
Yes, you can invite your team, assign specific roles, and manage permissions based on your current plan.
What integrations are included?
Most integrations are available on all plans, while advanced data connections are included in higher tiers.
Do you offer onboarding support?
Yes, we provide guided setup and extensive resources to help you get your business fully up and running.
Practical guides and ideas to help modern teams improve their financial workflow.
The new era of intelligent financial automation (2026)
How modern teams streamline operations with automated financial workflows.
The new era of intelligent financial automation (2026)
How modern teams streamline operations with automated financial workflows.
The new era of intelligent financial automation (2026)
How modern teams streamline operations with automated financial workflows.
How startups can stay organized during rapid growth
A practical guide to keeping your financial operations steady while scaling.
How startups can stay organized during rapid growth
A practical guide to keeping your financial operations steady while scaling.
How startups can stay organized during rapid growth
A practical guide to keeping your financial operations steady while scaling.
A powerful financial dashboard that your team will actually use
What makes a financial dashboard effective and easy for teams to adopt.
A powerful financial dashboard that your team will actually use
What makes a financial dashboard effective and easy for teams to adopt.
A powerful financial dashboard that your team will actually use
What makes a financial dashboard effective and easy for teams to adopt.
Reach out to our team at any time for support or questions and we’ll get back to you within 2 business days.
210 Market St. Suite 402 San Francisco, CA
210 Market St. Suite 402 San Francisco, CA
210 Market St. Suite 402 San Francisco, CA
Start your free trial today and discover how easy it is to bring absolute clarity to your financial workflow.
Start your free trial today and discover how easy it is to bring absolute clarity to your financial workflow.
Start your free trial today and discover how easy it is to bring absolute clarity to your financial workflow.
