Grid Pattern

Merchants

Know where the money went.

See spending per merchant in one view.

Customers Interface

Customer revenue and activity

See revenue, invoices, time, and activity per customer in one place, with automatically enriched company details and a shareable customer portal when needed.

Customer profiles
Revenue per customer
Customer portal
Invoice history
Time tracked
Supabase

Supabase

General

Details

Statement

Customer context, built in

Automatically enriched company profiles give you instant context on customers, without manual research or switching tools.

Company profiles
Industry and size
Location and local time
Funding and ownership
Web and social presence
Supabase

Supabase

General

Company Profile

Details

Everything you need to let agents spend safely

Less admin. More focus.

45 minutes per week

Receipts arrive late, get lost, or need follow-ups.

1 hour per week

Categorizing, fixing duplicates, and making numbers line up.

Built alongside our users

Works with the tools you already use

Pricing that matches how your agents spend

Starter

Everything you need to get going

$15/month

$180/year · billed annually

•Invoicing and payments
•Transactions and bank sync
•Inbox and receipt matching
•Accounting exports
•Time tracking
•Financial metrics
•Financial overview and reports
•Vault
•Apps and integrations
•5 AI Connectors
•Multi-currency
•Customer management
•API, CLI, and MCP
•3 banks · 15 invoices/mo · 10GB storage
Get started

Best for one agent and simple rules

Most popular

Pro

More power as your business grows

$39/month

$468/year · billed annually

•Everything in Starter
•10 banks · 50 invoices/mo · 100GB storage
•20 AI Connectors
•Custom transaction categories
•Invoice templates
•Customer portal
•Customer enrichment
•Advanced metrics
•Advanced AI thinking
•Shareable report and document links
•Priority support
Get started

Best for teams, approvals, and higher spend

14-day free trial · 30-day money-back guarantee · / · Excl. tax