- Organize your income and expenses by account, category, company or project. And assign income and expense items to specific companies and projects.
- See scheduled and past transactions for each income or expense item.
- Attach files — like invoices or contracts — to individual income or expense items.
- Monitor your cash flow by week, month or custom date range. Check your cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.
- Pricing & Plans:
- Free: 1 user, 1 account, monthly cashflow views
- Standard $14/month: 3 accounts, 3 users, 3GB file storage, multiple cash flow views & security
- Plus $24/month: 20 accounts, 10 users, 10GB file storage, multiple cash flow views & security
- Premium $49/month: 60 accounts, 20 users, 20GB file storage, multiple cash flow views & security
- Enter billable time and expenses.
- Automated invoice creation. Invoices can include details like prior balance, payments received, interest, and trust account activity.
- Accounts receivable functionality.
Works on PC, Mac, iPhone, iPad, Android
Export your data to Excel
- Pricing & Plans
- $99.95/year: unlimited data & unlimited users