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Create your company in the setup wizard, then your 30-day free trial begins automatically — no credit card required. From the dashboard you can add customers, vendors, invoices, bills and connect a bank.

Trouble signing in? Use “Forgot password” on the login page to reset it. We email you when a new/unrecognized device signs in — you can review and revoke trusted devices under Security.

Start free for 30 days. Choose Starter, Professional or Firm anytime during or after your trial from the in-app Billing page. Paid plans are processed securely by Stripe. You can change plans whenever you like.

Connect your banks and credit cards under Banking. Every plan includes unlimited institution connections. Imported transactions appear in the reconciliation area and only affect your ledger once you match/reconcile them.

You can bring in bank statement lines for reconciliation. Imported statement lines never post to the General Ledger automatically — they post only through the reconciliation and matching workflow.

Write and batch-print checks from the Checks area (checks are recorded as payments). Prepare 1099-NEC/MISC totals from vendor payments under Reports → 1099 Reporting using the built-in reporting engine.

Your data is isolated per company (multi-tenant), bank tokens are stored encrypted, and we support two-factor authentication (TOTP), session management and login-history. Production data is backed up by our managed database.