Your Numbers, Finally Clear
Most businesses drown in spreadsheets. We built something different—a budgeting and forecasting system that actually talks to you in plain language. No accounting degree needed. Just honest insights about where your money goes and where it should go next.
Explore Our Approach
What We Actually Do
Budgeting software often feels like it was designed by robots for robots. Ours was built by people who got tired of wrestling with clunky interfaces and confusing reports. Here's what makes our system different.
Smart Pattern Recognition
The AI learns how your business breathes—seasonal ups and downs, regular expenses, unexpected spikes. After a few months, it starts flagging oddities before they become problems.
Real Forecasting
We don't do crystal balls. But we can show you three, six, twelve months ahead based on what's actually happening in your accounts right now. Not wishful thinking. Just math that makes sense.
Plain Language Reports
No finance jargon. Your reports explain things like you're having coffee with someone who understands your business. Because confusing reports help nobody.
How It Actually Works
Connect Your Accounts
Link your business banking and accounting software. Takes about ten minutes. The system starts pulling transaction history and building a picture of your cash flow patterns.
Security matters—we use bank-level encryption and never store your login credentials. You can disconnect anytime.
AI Analyzes Patterns
Our system categorizes transactions, spots recurring patterns, and identifies unusual spending. It learns what normal looks like for your business so it can flag what isn't normal.
The longer you use it, the smarter it gets. But even in month one, you'll see insights you probably missed in manual reviews.
Get Actionable Forecasts
Based on current trends, the system shows where you're headed. Low cash months coming up? You'll know weeks in advance. Revenue looking stronger than expected? We'll show you opportunities to invest or save.
These aren't rigid predictions. They adapt as new data comes in, so you're always working with current reality.
Built For Canadian Businesses
Service Companies
- Track project profitability in real-time
- Forecast labor costs based on upcoming contracts
- Identify which services actually make money
- Plan for seasonal demand shifts
Retail Operations
- Monitor inventory investment patterns
- Predict cash flow during slow seasons
- Compare location performance clearly
- Plan purchasing with confidence
Professional Practices
- Understand client profitability
- Budget for equipment and hiring
- Track billable hours vs actual revenue
- Plan for growth without surprises
Growing Startups
- Model different growth scenarios
- Track burn rate with precision
- Plan fundraising timing intelligently
- Show investors real financial data
Transparent Pricing That Scales
Starter
- Up to 500 monthly transactions
- Basic forecasting (3 months)
- Standard reports
- Email support
- 1 connected account
Professional
- Up to 2,000 monthly transactions
- Advanced forecasting (12 months)
- Custom reports and alerts
- Priority support
- 3 connected accounts
- Multi-user access
Enterprise
- Unlimited transactions
- Advanced forecasting (24 months)
- White-label reports
- Dedicated account manager
- Unlimited accounts
- Custom integrations
- API access
What People Actually Say
I used to spend hours every week just trying to figure out if we had enough cash to cover payroll next month. Now I check my phone in the morning and know exactly where we stand. Caught a vendor double-billing us that I would've missed otherwise.
The forecasting helped me avoid a cash crunch during our slow season. I could see it coming six weeks out and adjusted our inventory purchases accordingly. That alone paid for the software for the year.
