Core
The platform plus a team on your books. For sole proprietors, single-member LLCs and S-Corps with one owner.
- Cash Flow, P&L, Balance Sheet, Jobs and Taxes
- Profit per job: planned vs actual costs and margin
- Bank account connections, auto-sort rules set up for you
- Weekly transaction monitoring by our team
- Cash flow forecast: 30, 60 and 90 days
- Quarterly tax estimates: how much to set aside
- Year-end data package for your CPA
- Email support, reply within 1 business day