Comprehensive management for businesses ready to understand their cash flow.
Everything in Starter, plus:
Expanded Scope: Up to 4 Bank or Credit Card accounts.
Higher Volume: Up to 100 transactions per month.
Cash Flow Tracking: Monthly statement to see where your money is going.
Receipt Automation: Full access to Dext/Hubdoc for easy document capture.
Check-ins: One 15-minute monthly "Pulse Check" video call.
Contractor Support: Annual 1099 filing for up to 5 contractors.
Comprehensive management for businesses ready to understand their cash flow.
Everything in Starter, plus:
Expanded Scope: Up to 4 Bank or Credit Card accounts.
Higher Volume: Up to 100 transactions per month.
Cash Flow Tracking: Monthly statement to see where your money is going.
Receipt Automation: Full access to Dext/Hubdoc for easy document capture.
Check-ins: One 15-minute monthly "Pulse Check" video call.
Contractor Support: Annual 1099 filing for up to 5 contractors.
