Everything the platform does for Florida business owners — your books, your taxes, your compliance, and your cash, explained in plain English.
Your money, organized
Books, Tax-Ready
Statements become organized, categorized books — no bookkeeper required.
Financial Reports in Plain English
A P&L and balance sheet you can actually read, updated every period.
Cash Pulse Dashboard
Money in, money out, and what’s coming — at a glance.
Commingling Splitter
Personal and business expenses separated before they become a tax problem.
Subscription & Fee Radar
Every recurring charge and hidden bank fee, surfaced and totaled.
Receipt Matcher
Every transaction matched to its receipt — automatically.
Your taxes, without surprises
Quarterly Tax Estimates
What to set aside and when to pay it — from your real numbers.
1099s When You Hire Help
Know who crossed $600 before January — not during an audit.
DR-15 If You Sell Taxable Goods
Eligibility checked, county surtax applied, draft ready before the deadline.
Your compliance, on autopilot
Compliance Checklist
Licenses, renewals, filings — every obligation in one view, with alerts.
Document Reader
Upload any business document; we extract the dates and obligations that matter.
See what other owners say: testimonials → · Are you the accountant? Tools for CPAs →
Know where your business stands.
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