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.
Pro-Level Clarity
Full-Service Bookkeeping
We keep your books clean and current—no matter how many transactions you run.
Comprehensive 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 Reporting
Gain deeper insights with comprehensive financial analysis reports. We'll provide valuable context and help you understand your company's financial performance.
Receipt Management
Snap, store, and sync receipts. No more paperwork, no more clutter.
Performance Dashboard
Track performance at a glance. See your key metrics updated daily—so you can make decisions faster.
Financial Goal Tracking
Set, monitor, and measure your financial goals with our reports. Whether it's improving margins or hitting revenue targets, we help you stay aligned.
Tax & Audit Ready
Your financials are organized, accurate, and always ready for tax season or audits.
Performance Dashboard Anytime You Need it
Access 24/7
Clear financial data available anytime, anywhere—keeping you informed and in control.
Customizable & Scalable
Customize dashboards effortlessly—scaling seamlessly as you grow.
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Real-Time Data Refresh
Daily data refresh ensures every decision you make is based on the latest insights.
Actionable Insights
Instantly spot key metrics and trends—so you can make smarter decisions, faster.
Deeper Financial Insight with the Pro Plan
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.
A Unified System Designed for Clarity
