Free
A lightweight finance workspace for seeing the record
per month
Included
- Live finance dashboard
- 1 bank connection
- 5 invoices per month
- Customer portal
- Email support
Pricing
Start from the record, add weekly workflows, and scale into scenarios, controls, and custom integrations when the finance surface gets heavier.
How to choose
Plan fit
The shared surface for records, customers, and weekly review
Automation for recurring finance work and human review
Capacity for bank, invoice, inbox, webhook, and API context
Scenario modeling, team scale, storage, support, and security
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