Pro


Gain full visibility into your finances with integrated bookkeeping, financial analysis, and a clear financial health report. Stay prepared for audits, taxes, and strategic decisions with a connected system that brings everything into focus.


Elevate Your Company Performance with with Pro Financial Management


This plan gives you a full picture—from bookkeeping to financial health reporting. With deeper analysis and proactive insights, you're always equipped to make smart, strategic decisions.

What is Pro


Unlimited Bookkeeping: We keep your books clean and current—no matter how many transactions you run.

Smart Receipt Management: Snap, store, and sync receipts. No more paperwork, no more clutter.

Tax & Audit Ready: Your financials are organized, accurate, and always ready for tax season or audits.

24/7 Performance Dashboard: Track performance at a glance. See your key metrics updated daily—so you can make decisions faster.

Premium Financial Reporting: Get clear profit & loss, balance sheet, accounts payable, accounts receivable, and general ledger reports delivered monthly. Built for visibility and alignment.

Comprehensive Financial Analysis (NEW - Key Pro Feature): Gain deeper insights with comprehensive financial analysis reports. We'll provide valuable context and help you understand your company's financial performance.

Premium Financial Management Made Easy

Premium Support

Quick, responsive answers from our team—usually within one business day.

Software Fees Included

All tools are included. No surprise charges, no add-ons.

Secure Cloud Access

Secure, real-time access to your financials from anywhere.

Unlock Strategic Financial Planning Built for Endurance

We turn your data into a roadmap for growth.

Board-Ready Reporting

Get high-impact visual reports tailored for investors and executive teams.

Variance Analysis

Spot deviations instantly and adjust course with clear insights.

Predictive Forecasts

Model revenue, expenses, and cash flow based on real-time trends.

Goal-Based Planning

Set strategic targets and track your progress














Let’s Build a Strong Financial Foundation for Your Company


Comprehensive Financial Analysis for Clarity & Growth

Budget Analysis

Compare actuals to your monthly budget and stay aligned with your goals. Pinpoint where to adjust before small issues become big ones.

Financial Ratio Analysis

We analyze key ratios like profitability, liquidity, and efficiency. Understand what’s working—and where to improve.

Profit & Revenue Analysis

Get a clear picture of revenue, COGS, and profitability. Identify your top performers and uncover areas for increased efficiency.

Cost & Expense Analysis

Track categorized spending trends across the business. Reduce unnecessary costs without impacting operations.

Cash Flow Analysis

Understand where your money goes—and where it should be. Forecast future needs, avoid crunches, and keep your cash working smart.

Risk Analysis

Spot risks before they surface.
We identify financial vulnerabilities and help you build a plan to stay protected and resilient.

Benchmark Analysis

Know where you stand—and how to get ahead.
We compare your KPIs against industry leaders to reveal opportunities for sharper performance.

Streamline Your Finances Accelerate Your Growth

Experience next-generation bookkeeping and financial analysis — powered by human expertise and AI precision.

Get Started

A Unified System Designed for Clarity







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