Track income, expenses, assets, and reports across multiple businesses and properties — then ask plain-English questions about your data.
Your data on your server · Google Gemini AI · No third-party sharing
From a single rental property to a portfolio of businesses — organised, connected, and now AI-queryable.
Ask plain-English questions about your data. Powered by Google Gemini — free tier, 1,500 queries/day. Ask about trends, spending, budgets, and more.
Separate books for each LLC, property, trust, or personal account — consolidated on one dashboard.
P&L, Balance Sheet, Cash Flow, Trial Balance, General Ledger — with date ranges, print, and CSV export.
Real estate (residential, commercial, land, multifamily), vehicles, equipment, insurance. Loan amortization calculated automatically.
Full double-entry bookkeeping with balanced debit/credit journal entries alongside regular transactions.
Auto-categorize imported transactions using pattern-matching rules. Set it once, runs on every import.
Isolated workspaces for different clients or organizations. Each with its own users, roles, and permissions.
Import from any bank with column mapping, duplicate detection, and GL Rules auto-categorization.
The 💬 Ask AI tab and floating chat button let you query your own financial data in plain English. Powered by Google Gemini's free tier. 1,500 queries/day, no credit card required.
Invite your bookkeeper, CPA, or partner with exactly the access they need. Approval flow included.
All tabs, user management, approve/reject members.
Add/edit transactions, import, run reports.
Dashboard and reports — no editing.
Manually select tabs and entities per user.
Users with access to multiple workspaces choose which to enter at login. Data is fully isolated between workspaces.
Sign in with Google, create your workspace, and start asking questions about your finances.
No passwords. Your Google account secures your login.
One workspace per client, company, or portfolio.
LLCs, properties, trusts — each with their own accounts.
Upload a bank CSV. GL Rules categorize automatically.
"What's my biggest expense?" — instant plain-English answers.
Your data lives on your own server. No third party ever sees your financial data — except when you use the AI assistant.
All data stays in your own MySQL database. We never touch it.
No passwords stored. Login via Google's infrastructure.
New users are pending until an admin explicitly approves them.
Each workspace is fully isolated — users only see what they're invited to.
AI queries send a data summary to Google Gemini. Your server handles all storage.
Full JSON backup downloadable at any time. Never locked in.
Sign in with Google. Create a workspace. Start asking questions.
Your data · Your server · Google Gemini AI