Lite
Local‑first, zero‑friction desktop clarity in under 60 seconds.
- Runs on your machine—no logins, no cloud
- 1‑click bank connection (read‑only)
- Auto P&L and cash flow snapshots
- Burn rate and runway at a glance
- One‑click PDF exports for investors
Standard
Everyday finance intelligence for growing teams.
- Multi‑account and multi‑entity support
- Rolling 12‑month forecasts and trends
- Investor‑ready dashboards and metrics
- Email alerts when burn or runway shifts
- Exports for your CPA, board, and investors
Full
The complete command center for finance‑heavy teams.
- All Standard + Scout features in one place
- Team access with roles and permissions
- Audit logs and activity history for compliance
- Advanced automations and workflows
- Priority support and guided onboarding
BizForms
Turn messy paperwork into clean, automated workflows.
- Finance & ops form templates that teams actually use
- Automated routing, approvals, and reminders
- Centralized storage for receipts, contracts, and docs
- Consistent, export-ready data for your systems
- Perfect for engagement letters, intake, and checklists
Scout
Fast, focused financial scouting for “what-if” questions.
- Rapid scenarios on revenue, burn, and hiring
- Side‑by‑side views of best, base, and worst case
- Save and share scenarios with advisors and investors
- No heavy modeling—just quick, clear answers
- Ideal for founders making weekly decisions