For finance teams, bookkeepers and accounting firms
Know which invoices will be late, and stop typing receipts
Chase the right invoices first, see cash coming in month by month, turn piles of receipts into one spreadsheet, and catch duplicate payments.
Most asked
- A ranked list with reasonsWhich invoices will be paid lateCollections start once an invoice is overdue, when the cash gap is already there and the customer has paid someone else first.Starts in one click
- A forecast, period by periodCash coming in, month by monthCash planning is a spreadsheet updated by hand, with last year's seasons and a hopeful growth rate.Starts in one click
- A ranked list with reasonsWhich customers to give credit toNet-30 terms go to everyone, and one bad customer can wipe out a quarter's margin.Starts in one click
- A forecast, period by periodExpenses next quarter, by categoryBudgets copy last year and add a percentage, then travel season and price rises blow them up.Starts in one click
Go further
- One clean spreadsheetReceipts, invoices and statements into one spreadsheetHours every month go into typing receipts and statement lines into the books, with typos to hunt down afterwards.Bring your photos, documents or AI logs
- Unusual rows, with whyDuplicate payments and unusual transactionsA vendor paid twice or an amount ten times the usual slips through when nobody can read every line.Ready-made settings
- A category per rowCode transactions to accounts automaticallyBookkeepers code the same coffee shop and software subscription to the same account, every month, by hand.Ready-made settings
- Fields pulled from textPull vendor, amount and dates out of emailsInvoices and payment notices arrive as emails, and someone retypes the vendor, amount and due date.Ready-made settings
Works with the tools you use
Connect a tool, or upload a spreadsheet. Your data stays private to your account.
- QuickBooks
- Stripe
- CSV · Excel
The outside world, already joined
Each outside factor is tried on your data and kept only when it makes the result better.
Interest rates
Federal Reserve and Bank of Canada
Inflation
Consumer prices, via FRED
Exchange rates
Bank of Canada
Holidays
US and Canadian calendars
Unemployment
US labor statistics, via FRED
Want us to set it up with you?
Tell us what you use. We'll connect it with you and walk you through the first result.