Features
Powerful money management
Manage multiple reporting lines
Track your financial life by assigning different reporting lines for household members, businesses and investment properties. You can flexibly see each line separately, or get a unified view by combining reporting lines.
- Each workspace gets multiple reporting lines, dependent on your selected plan
- Transactions are manually or automatically assigned to the correct reporting line
- Account ownership attributes account values for net worth reporting
- Resolve complex business and property ownership structures through reporting line ownership
- Share transactional accounts between multiple reporting lines
- Multi-user collaboration lets you share only specified reporting lines with others
Manage shared accounts
Separate personal and business flows easily. Assign users to an account to track the cashflows of multiple household members, real estate investments or businesses, even when accounts are shared.
- Powerful auto-categorization and AI analysis allows transactions to be auto-categorized and assigned to the correct person or business interest
- Split individual transactions between multiple reporting lines
- Account ownership and account users are separate concepts, ensuring flexibility and correct financial reporting
- Separate reporting lines allow you to have an accurate view of your financial life, even when shared accounts make it messy
- Keep unrelated transactions on the same account confidential when sharing with your finance professional
Track across any currency
Complete currency flexibility lets you track accounts, real estate and businesses across jurisdictions. Wherever you or your accounts are located, we provide the tracking solution to bring it all together.
- Supporting over 190 currencies
- Flexibly manage your workspace reporting currency
- FX rates updated daily
- Historical FX rates for your imported transactions and investments
- Ideally suited to expats, business persons and professionals holding accounts and investments across borders
Track real estate finances
Comprehensive real estate tracking for your short-term and long-term rental properties. Get insights into every aspect of your real estate portfolio and share it easily with your finance professional.
- Real estate cashflow and profit tracked across accounts
- Invoices, receipts, lease agreements and other documents linked to their source
- Comprehensive reporting suite for professional shareable reports
- Bookings and leases tracked and transactions linked to the correct property and guest or tenant
- Occupancy rates
- Property expense account tracking
- Guest and tenant deposit management
- Asset and depreciation tracking
- Property cost base records
Track your investments
Track all of your investments in one place - discretionary portfolios, retirement accounts, alternative investments, collectibles and more.
- Daily automatic asset price updates
- Automatic portfolio syncing for supported institutions
- Comprehensive metrics and reporting
- Intelligent analysis and insights
- Track investments in any currency
Track business flows
Cleanly separate business and personal cash flows, even when personal and business accounts are shared. See how your small business activities contribute to your overall financial picture.
- Allows complex business ownership structures
- See the health of your businesses at a glance
- Track cash flow across currencies and jurisdictions
- Set budgets, targets and goals
- Intelligent analysis and insights
- Securely share as much or as little as you want with your finance professionals or team
- Not a replacement for business accounting software, just a more user-friendly operating system
Organize documents
Comprehensive document management and secure storage for all of your finance-related or personal documentation. Intelligent filing and document links mean you'll never need to search for your supporting documents again.
- Document library for your statements, invoices, receipts, investment records, administrative and personal documentation
- Secure third-party R2 storage, with encryption in transit and at rest
- Manual or automatic linking of your documents to relevant reporting lines, accounts or transactions
- Advanced search and collection management makes finding your documents quick and easy
- Need a document in a hurry? Ask your AI assistant to find or send it for you.
- Multi-user workspaces means a central document repository accessible to others that you grant access to, within the scope set by you
- Quickly add or retrieve photos or documents from your mobile device
