Business workspace
Keep business money separate — and simple.
A Business workspace keeps your freelance or small-business accounts completely apart from personal money, with income, expenses and exports your accountant can use.
Separate by design
Business accounts, categories, budgets and reports never mix with your personal workspace.
Accountant exports
Cash flow, budget vs actual and full transaction lists in Excel, PDF or CSV — monthly, quarterly or yearly.
Receipts and tags
Attach receipts to transactions and tag by client or project.
Reports are cash-basis summaries of bank and card transactions — not accrual accounting, tax advice or audited financial statements.