Financial operations platform
Connect your accounting stack, sync live financials, manage client retainer billing, and share dashboards — all from a single multi-tenant workspace your whole team can trust.
Sync QuickBooks, Xero, and more in real time. One source of truth for all your financial data.
Revenue, expenses, and cash flow at a glance. Role-scoped views for every stakeholder.
Flexible billing rates by role and tier. Automated invoicing for client retainer arrangements.
Hard-isolated org data, granular RBAC, and audit-ready access controls out of the box.