Automated Bookkeeping for SaaS
Accelerate Growth & Optimize Your Cash Flow
Our intelligent platform seamlessly integrates with your payment gateways – categorizing revenue streams, tracking expenses, and uncovering tax efficiencies. Reduce overhead costs and focus on scaling your SaaS business.
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Your $500/Month Bookkeeper Just Met Their Match
Traditional financial management for SaaS companies can drain resources and cost thousands per year – not to mention the complexity of manual bookkeeping. Our smart platform integrates your billing systems and payment processors, automatically categorizes digital transactions, and delivers real-time insights – all at a fraction of the cost.
How It Works
Your modern financial management solution for SaaS startups in three simple steps
Connect Your Financial & Revenue Accounts
Securely link your bank accounts and integrate your payment processors, subscription billing systems, or CSV uploads in just minutes. Eliminate manual data entry, spreadsheets, and missed transactions – keeping your SaaS finances organized effortlessly.
- Bank-level security
- 2-minute setup
- Multiple integration options
Smart Automatic Categorization
Watch as our smart system instantly processes and categorizes every transaction from your subscription revenue, marketing spend, and operational costs – uncovering tax deductions and business expenses you might have missed. Set custom rules once and let our platform work for you, permanently.
- Automatic categorization
- Tax write-off detection
- Custom rules engine
Financial Clarity & Tax Savings
Eliminate the stress of financial guesswork. Access professional, SaaS-tailored financial reports anytime, download ready-to-file statements, and share them with your accountant in one click. Understand your cash flow and make confident business decisions.
- One-click CPA sharing
- Real-time financial dashboards
- Tax-ready documentation
Smart Transaction Categorization
Our system automatically categorizes transactions from your recurring revenue streams in real-time. It learns from your SaaS business patterns to ensure your books are always accurate with minimal effort.
- Real-time Processing
- High-level Accuracy
- Custom Categories
Maximize Tax Deductions
Never miss a deduction again. Our platform automatically identifies potential tax write-offs – from cloud hosting and SaaS tools to marketing and operational expenses – ensuring optimal tax efficiency for your startup.
- Automatic Detection
- Complete Documentation
- Tax Optimization
Real-time Financial Insights
Gain instant visibility into your business performance with dynamic dashboards and reports. Monitor recurring revenue, expenses, and cash flow so you can steer your SaaS company toward growth with confidence.
- Live Dashboard
- Expense Analytics
- Revenue Tracking
Multi-Entity Management
Whether you manage multiple SaaS products or business units, our unified dashboard lets you track separate revenue streams, intercompany transfers, and consolidated reporting with ease.
- Unified Dashboard
- Entity Separation
- Consolidated Views
CPA-Ready Financials
Generate professional financial statements instantly. Share SaaS-ready reports with your accountant or tax advisor in one click, making compliance and tax season hassle-free.
- Professional Reports
- Easy Sharing
- Tax-Ready Data
Bank-Level Security
Rest easy knowing your financial and operational data is protected with enterprise-grade security. Our platform uses advanced encryption and adheres to strict compliance standards.
- 256-bit Encryption
- Secure Integration
- Data Protection