Revenue by Source
Health Score Detail
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Expense Trend
Revenue Trend
AI Financial Advice
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Receivable Tracking
Journals
View and manage all accounting journal entries
| Date | Vendor | Description | Amount | Debit | Credit | Status |
|---|
Financial Statements
IFRS Balance Sheet · Income Statement
Select a date and click Query.
Select a period and click Query.
Select a period and click Query.
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Select a period and click Query.
Sales by Customer
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Expenses by Vendor
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Receivables
Track and manage your receivables
| Vendor | Amount | Date Incurred | Days Overdue | Status |
|---|
Cash Runway
Track how many months you can sustain with current cash
Runway Gauge
Cash Flow Detail
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Health Score
Comprehensive business financial health scored 0–100
Overall Score Gauge
Score Breakdown
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💡 Recommendations
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Recurring Expenses
Track monthly subscription and SaaS spending
Recurring Expense List
| Name | Monthly Amount | Frequency | Type |
|---|
Cashflow Calendar
Manage expected income and expense dates on a calendar
Monthly Report
Generate AI-powered monthly financial reports
FAQ
⚙️ Settings
Profile
Change Password
QuickBooks Online
Delete Account
Permanently delete your account and all data. This cannot be undone.
Billing
Manage your subscription plan
Starter
Up to 30 transactions per month
- AI receipt parsing & journal entries
- Expert review on every entry
- QuickBooks Online integration
- Financial statements (BS, P&L, CF)
- Dashboard access (cash balance, P&L summary)
- Upload receipts via Dashboard
Pro
Up to 100 transactions per month
- Everything in Starter
- Journal completion email alerts
- Accounts receivable aging notifications
- Recurring expense tracking dashboard
Advanced
Unlimited transactions
- Everything in Pro
- Weekly email summary
- Cash runway alerts
- Revenue diversification warnings
- Priority review — faster turnaround on every entry
- Financial health score (0–100) with actionable insights
Upload Receipt
Please select Revenue or Expense before uploading. Selecting the wrong type may affect AI classification accuracy.
Drag or click to upload receipt
JPG, PNG, PDF · 최대 20MB
⚠️ Memo is required to ensure accurate AI classification.