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Ledger & integrations

Bank feeds, documents, and a real general ledger.

Connect banks and payment processors via Plaid and Stripe. Sync transactions, match receipts, issue invoices with online payment, and post everything to journal entries and a chart of accounts you control.

Every line, explained.

Open any transaction to see its account, category, tags, matched documents, and the journal entry it posted to.

Double-entry underneath.

Booking creates balanced journal entries automatically. Drafts, pending, and posted states are always visible.

Documents where they belong.

Receipts, bills, and invoices are parsed into line items and linked to the payments that settle them.

How it works

Connected, not copied.

Transactions, accounts, documents, and conversations are one linked graph — ask about any of them and get the rows behind the answer.

Triage & review

Work through transactions in a focused inbox.

Reports & dashboards

Customizable widgets for P&L, cash flow, and more.