Financial data that just makes sense.

Your business finances should work like your business does. See your data the way you think about it. Plan for the future based on reality, not arbitrary categories.

Learn More

Built for the way you work

Stop fighting with your financial tools. Start working with them.

Data That Makes Sense

Cross-reference transactions naturally. See your spending patterns the way you think about them.

Real Business Math

Calculate what matters: daily revenue (based on actual working days), true monthly overhead, realistic retirement targets.

Clear Revenue Picture

See your actual financial trajectory. Open jobs + pending invoices + historical patterns = real projections.

Expenses You Understand

View spending exactly how you want: by month, year, category, or trend. No forced categorization.

Natural Payment Flow

Match bank deposits to invoices instantly. Track what you're owed. Get notified when it's actually overdue.

Smart Goal Tracking

Set realistic financial targets based on your actual business patterns. Track progress with context-aware metrics that matter to you.

Simple by design

Financial clarity in three steps

1

Track

Connect your data the way it actually flows through your business

2

Understand

See patterns and insights that match how you think about your finances

3

Plan

Make decisions based on reality, not guesswork or rigid categories

A different approach

Traditional Tools

  • ×Force your business into predefined categories
  • ×Calculate metrics that don't match your reality
  • ×Require constant manual reconciliation
  • ×Hide context behind complicated reports

Trial Balance

  • Organize data the way your business actually works
  • Show metrics that matter for your planning
  • Cross-reference transactions automatically
  • Surface insights when you need them

Built for peace of mind

Your financial data deserves serious protection. We encrypt everything, track every change, and make sure only the right people see what they should.

Encrypted storage

Your data is protected at every level

Complete audit trail

Know who changed what and when

Financial data that works like you do

Get early access to Trial Balance and see what financial clarity actually feels like.

No credit card required