Simplifying Finance for Growing Businesses
Simplifying Finance for Growing Businesses
We're passionate about helping ambitious businesses streamline their financial operations with intelligent automation and real-time insights that drive growth.
Outdated finance processes slow business growth. We build smart automation for forecasting, spending, and scaling.
Outdated finance processes slow business growth. We build smart automation for forecasting, spending, and scaling.
Outdated finance processes slow business growth. We build smart automation for forecasting, spending, and scaling.
Year founded
Year founded
Year founded
Total funding
Total funding
Total funding
Team members
Team members
Team members
Companies served
Companies served
Companies served
Our values
Our values
Simplicity, security, and innovation guide everything we build to help your business grow and succeed.
Simplicity, security, and innovation guide everything we build to help your business grow and succeed.
What Makes Us Unique
What Makes Us Unique
Connect your accounts, import data, and start managing finances in under ten minutes total.
Connect your accounts, import data, and start managing finances in under ten minutes total.
Intuitive interface designed for finance teams - no training required, immediate productivity from day one.
Intuitive interface designed for finance teams - no training required, immediate productivity from day one.
Powerful financial data, instant notifications, and real-time insights keep you ahead of every transaction effortlessly today.
Powerful financial data, instant notifications, and real-time insights keep you ahead of every transaction effortlessly today.
Enterprise-level encryption and multi-factor authentication protect your most sensitive financial data.
Enterprise-level encryption and multi-factor authentication protect your most sensitive financial data.
AI-powered automation handles invoicing, reconciliation, and while you focus on strategy.
AI-powered automation handles invoicing, reconciliation, and while you focus on strategy.
Seamlessly connect instantly with 100+ popular business tools, including Stripe and Salesforce.
Seamlessly connect instantly with 100+ popular business tools, including Stripe and Salesforce.
Finance professionals provide round-the-clock whenever you need help or have questions.
Finance professionals provide round-the-clock whenever you need help or have questions.
Clear, upfront pricing with no hidden fees, surprise charges, or complicated tiered transparent and predictable every time.
Clear, upfront pricing with no hidden fees, surprise charges, or complicated tiered transparent and predictable every time.
Meet Our Team
Josh Leonard
Co-Founder & CSO
Josh Leonard
Co-Founder & CSO
Ryan Patel
Head of Growth
Ryan Patel
Head of Growth
Daniel Brooks
Chief Operations Officer
Daniel Brooks
Chief Operations Officer
Ethan Wright
Chief Product Officer
Ethan Wright
Chief Product Officer
Michael Chen
Director of Strategy
Michael Chen
Director of Strategy
Lucas Anderson
Chief Innovation Officer
Lucas Anderson
Chief Innovation Officer
Our Trusted Global Presence
From New York to London to Singapore, we're building global finance solutions worldwide.
Our Trusted Global Presence
From New York to London to Singapore, we're building global finance solutions worldwide.
Your Questions Answered
Your Questions Answered
How quickly can I get started with the platform?
Setup takes less than 10 minutes. Simply connect your bank accounts, import your data, and you're ready to manage your finances. No lengthy onboarding or training required.
Is my financial data secure?
Yes. We use bank-grade encryption, multi-factor authentication, and comply with all major security standards including SOC 2 and PCI DSS to protect your sensitive information.
Does it integrate with my existing accounting software?
We integrate with 100+ popular tools including QuickBooks, Xero, Stripe, PayPal, and most major banking platforms. Your existing workflow stays intact.
What happens if I need help or have questions?
Our finance experts provide 24/7 support via chat, email, and phone. You'll always have access to real professionals who understand your business needs.
Can I cancel or change my plan anytime?
Absolutely. No long-term contracts or cancellation fees. Upgrade, downgrade, or cancel your subscription anytime with just a few clicks.
How quickly can I get started with the platform?
Setup takes less than 10 minutes. Simply connect your bank accounts, import your data, and you're ready to manage your finances. No lengthy onboarding or training required.
Is my financial data secure?
Yes. We use bank-grade encryption, multi-factor authentication, and comply with all major security standards including SOC 2 and PCI DSS to protect your sensitive information.
Does it integrate with my existing accounting software?
We integrate with 100+ popular tools including QuickBooks, Xero, Stripe, PayPal, and most major banking platforms. Your existing workflow stays intact.
What happens if I need help or have questions?
Our finance experts provide 24/7 support via chat, email, and phone. You'll always have access to real professionals who understand your business needs.
Can I cancel or change my plan anytime?
Absolutely. No long-term contracts or cancellation fees. Upgrade, downgrade, or cancel your subscription anytime with just a few clicks.
How quickly can I get started with the platform?
Setup takes less than 10 minutes. Simply connect your bank accounts, import your data, and you're ready to manage your finances. No lengthy onboarding or training required.
Is my financial data secure?
Yes. We use bank-grade encryption, multi-factor authentication, and comply with all major security standards including SOC 2 and PCI DSS to protect your sensitive information.
Does it integrate with my existing accounting software?
We integrate with 100+ popular tools including QuickBooks, Xero, Stripe, PayPal, and most major banking platforms. Your existing workflow stays intact.
What happens if I need help or have questions?
Our finance experts provide 24/7 support via chat, email, and phone. You'll always have access to real professionals who understand your business needs.
Can I cancel or change my plan anytime?
Absolutely. No long-term contracts or cancellation fees. Upgrade, downgrade, or cancel your subscription anytime with just a few clicks.