Tech-Powered Financial Concierge For
Get your bookkeeping, financial analysis, and alternative or equity financing done faster, cheaper, and better.
We integrate with
What Our Early Customers Say
"I'm a solopreneur looking for ways to get my finance in order to support the growth. This is awesome!!"
Ashley N.
Founder at B.T.R. Bars"This is so much more than just engaging with an hourly professional accountant!"
Gail B.
Co-founder at Wellspices"Love your content and help for boutique brands. Would like to stay connected with you and join efforts in the future."
Stephanie P.
New Product Innovation at Harry'sFrequently Asked Questions
Absolutely. We use industry-grade IT solutions such as Plaid to securely access the information you authorize us to access, without knowing your login.
Definitely not. We do not share data without your explicit authorization.
We are currently developing our beta version of the product, therefore we do not charge a price and customers are invite-only. Once we have a fully functioning beta product we plan to charge a monthly subscription fee.
We will contact you and have a follow-up call to determine if we can onboard you.
Yes. After onboarding, you can always email or message us.