AI financial trackers for small business.
P&L, cashflow forecasts, expense categorization, invoice chasing. Your books, organized and current — without you opening QuickBooks every day.
What this typically replaces
You don't have a CFO. You probably don't even have a part-time bookkeeper checking in weekly. Most small business owners we work with don't know their real P&L until tax season — and by then, the year's already over. An automated financial tracker gives you the visibility a CFO would, on autopilot.
What we build
Live P&L
Revenue, expenses, gross margin, net profit — updated daily from your accounting software, bank feeds, and payment processors. Open one dashboard, see how the month is shaping up.
Cashflow forecast
13-week rolling cashflow forecast based on your recurring revenue, scheduled bills, and historical patterns. Know if you can afford to hire, invest, or take a draw — three months ahead of time.
Automatic expense categorization
The AI categorizes every transaction from your business accounts using your own categories. Reviews uncertain ones with you weekly. No more "uncategorized" pile at year-end.
Invoice chasing
Outstanding invoices get gentle automated follow-ups. The AI writes the email in your tone, escalates if needed, and stops the moment payment lands.
Tax-ready exports
At tax time, your accountant gets a clean export — P&L, expense categories, 1099 contractor totals — ready to file. No scramble. No "let me dig through Stripe" emails.
What it costs
Basic P&L tracking + expense categorization starts at $750 one-time + $99/month. Full cashflow + AR + reporting setup typically falls into the $2,500 Growth package. See all pricing →
See your numbers without doing the work.
15-minute free audit. We'll look at how your books are currently being kept and where automation makes the biggest difference.
Book the audit