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255Semantic tokens
11Themes
5MCP tools
$0.00Cost

Spending by category

Where this month's money went.

The money month

Payroll runs, due dates, and filings in one view.

July 2026

Financial performance

Compared to the month before.

$350KMRR+3.2%
$211KOpEx+12.8%
44.6%GPM-1.2%
$443KEBITDA+4.1%

New invoice

Bill a client in their own currency.

Recent activity

What happened over the past day.

  • Danilo SousaApproved invoice #34619:41 am
  • Zahra AmbessaUpdated client details for Acme Ltd8:20 am
  • Jasper ErikssonCreated 4 invoicesYesterday

Ask about your money

Answers grounded in your own transactions.

Money copilot
New chat
How much did I spend on dining in July?
July has five weekends, so compare against a weekly average rather than the June total.
query_transactions86 transactions scannedDone

$280 across nine visits, 12% less than June. Your cheapest week was the one you meal-prepped.

1July statement

Overdue invoices

Nothing overdue

Every invoice is paid or inside its terms.

Documents

Statements are generated on the 1st of each month.

  • June 2026PDF · 84 KB
  • May 2026PDF · 87 KB
  • April 2026PDF · 80 KB

Search

Find any transaction, client, or invoice.

Search transactions…⌘K
RecentAcme Ltd#3461

Quarter close

Six weeks from closing the books to the filing.

  • Close the books
  • Reconciliation
  • External audit
  • Board sign-off
  • Filing deadline
    Filing deadline, Aug 31, 2026

Trading activity

One cell per trading day; darker means more trades.

Reconciling accounts

A background agent matching invoices to deposits.

Matching deposits
  1. Pull the July statementsCompleted
  2. Match invoices to deposits31 of 34 matchedIn progress
  3. Flag the rest for reviewNot started

Quick actions

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Start a conversation

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Invoice paid

You received $17,975.30Invoice #3463 settled. A receipt went to accounting@example.com.

Savings targets

Active goals across your accounts.

Retirement$420,000 target
72%
House deposit$85,000 target
38%

Payout schedule

When your cleared balance is sent to the bank.

Where payments come from

Hover a city for the client and the invoice it settled.

Head office
Client
Payment route

Portfolio value

Against the index, in thousands.

Payout coverage

Hover a city for the currency and how fast it settles.

Top holdings

By market value.

Top holdings by market value
TickerSharesValue
VGRO
412
$14,830
XEQT
260
$9,215
ZAG
705
$8,904

Team cards

Click the deck to flip through the virtual cards you've issued.

•••• 4021$2,000 monthly limit

Danilo Sousa

Card 1 of 3

Schedule a transfer

Pick the day the money should move.

August 2026
August 2026

Notifications

Choose which alerts reach you.

Transaction alertsDeposits, withdrawals, and transfers
Security alertsLogin attempts and account changes
Market updatesDaily price summary

Agent hand-offs

The agent pauses before anything irreversible.

Send $2,500 to savings?

This transfer is larger than your usual amount.

Waiting for your decision
July statement is ready
Generated 1 Aug

Nine categories over 86 transactions.

statement-july.pdf

Invoices

This month, most recent first.

  • #3461Acme Ltd$12,400.00Paid
  • #3462Northwind$8,150.00Pending
  • #3458Globex$21,090.00Overdue
  • #3464Initech$3,600.00Draft

Payout threshold

The minimum balance before a payout is triggered.

Minimum payout$2,500

Invoice #3459

From issue to payment in eleven days.

  1. 21 JunIssued
    Sent to Acme Ltd.
  2. 24 JunApproved
    Signed off by their finance team.
  3. 2 JulPaid
    $12,400.00 received.
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