What it Looks Like to Work With Us
Step 1: Choose a plan that best fits your needs
If you’re wondering which plan is best for you, we can always hop on a quick call to discuss what your business needs. Don’t worry, even if you choose “the wrong plan”, you’re not locked into a contract so you can always adjust as your needs change.
Best for: solo operators or brand-new businesses just getting their records off the ground
Supports up to ~20 transactions/month
Monthly income & expense tracking
One shared Google Sheet, kept up to date and always accessible
Just send us your info — we handle the data entry
Email, text, or phone support for questions about your records
Best for: sole proprietors or small teams with straightforward cash flow
Supports up to ~60 transactions/month
Everything in Essential, plus:
Accounts receivable log (who owes you, what's outstanding)
Receipts stored and organized in the cloud by year, and month
Year-end summary package, ready to send straight to your accountant
Best for: businesses juggling multiple clients, contractors, or jobs with complex payouts
Supports up to ~120 transactions/month
Everything in Starter, plus:
Project-by-project breakdowns with per-job profitability
Contractor & subcontractor payment tracking
Receivables tracked by project or client
Receipts organized by year, month, and job site
Step 2: Start sending us your receipts
No need to download or learn any software. Start sending us your receipts via email or WhatsApp, whichever you prefer!
Step 3: You’ll receive a link to your organized records
We’ll organize all of your records & receipts according to the plan you’ve chosen. You’ll receive a link so you can access it 24/7.
