The operating system for your funding business.

One place for portfolio management, risk alerts, and a branded merchant portal.

30-day free trial · Cancel anytime

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Dashboard illustration

All your transactions, unified

Every payment in and out is pulled in automatically.

Transactions

DateDescriptionAmountCategory
Sep 10
Office Supplies Co.
-45,20 kr
Office Supplies
Sep 10
Cloud Services Inc.
-89,00 kr
Software
Sep 09
Freelance Payment
+1 200,00 kr
Income
Sep 09
Marketing Agency
-350,00 kr
Marketing
Sep 08
Software Subscription
-24,00 kr
Software
Sep 08
AWS
-1 820,50 kr
Infrastructure
Sep 07
Stripe Payment
+2 450,00 kr
Income
Sep 07
Figma
-225,88 kr
Office Supplies
Sep 06
Webflow
-176,36 kr
Software
Sep 06
GitHub
-44,00 kr
Software
Sep 05
Notion
-120,00 kr
Software
Sep 05
OpenAI
-89,50 kr
Software
Sep 04
Vercel
-299,00 kr
Infrastructure
Sep 04
Adobe
-649,00 kr
Software
Sep 03
Client Invoice
+8 500,00 kr
Income

Invoices get paid

Customers can pay invoices online with payments flowing straight into your finances.

Invoices

Reconciliation gets handled

Transactions are categorized and reconciled automatically.

Inbox

AWS-receipt.pdf

$54.30
InboxSep 07

Figma-receipt.pdf

$24.00
InboxSep 06

GitHub-receipt.pdf

$9.00
InboxSep 05

Notion-receipt.pdf

$16.00
InboxSep 04

Slack-receipt.pdf

$8.50
InboxSep 03
Suggested match
Transaction • Stripe • $89.00 • Sep 10

Understand what's happening

See what's changing and why.

Category Expenses

Category Breakdown

Marketing
SaaS
Payroll
$5,700
Total

Stay updated and in control

Weekly summaries keep you up to date.

Show me weekly summary

Everything you need to run your business finances

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.

Works with the tools you already use

Pricing that matches how you run your business

Starter

For solo operators getting started with portfolio management

$299/month
Portfolio dashboard and analytics
Weekly portfolio summaries and risk alerts
Payment tracking with categorization
Up to 50 merchants tracked
Up to 2 bank connections
Up to 2 team members
10GB document storage
Start your trial

Best for getting started

Most popular

Pro

For growing funding operations managing multiple portfolios

$599/month
Everything in Starter, plus:
Up to 250 merchants tracked
Up to 10 bank connections
Up to 10 team members
100GB document storage
NSF and risk alert monitoring
Start your trial

Best value for most businesses

Pro Plus

For scaling funding operations with unlimited access and advanced underwriting

$899/month
Everything in Pro, plus:
Unlimited merchants
Unlimited bank connections
Unlimited team members
1TB document storage
Unlimited alert monitoring
Underwriting tools
Start your trial

Best for scaling operations

Launch Program

Want us to handle everything? We'll migrate your data, set up your dashboard, and train your team — all in 30 days.

Custom pricing

30-day free trial · Cancel anytime

Prices shown in USD. Local taxes may apply.