Budget planner
Spreadsheet style budget grid with income, expenses, and net position, built for small business accounting workflows.
Features
Built for accounting workflows, not generic CRMs
Every feature maps to a real step in client engagement — from initial budget planning through to signed, stored, and shareable tax documents.
Capabilities
Core tools for modern practices
A focused toolkit for bookkeepers, tax agents, and small business advisers.
Tax PDFs
Generate structured tax return PDFs from your budget data and taxpayer details in a few guided steps.
Electronic signing
Send documents to DocuSeal for embedded signing. Completed PDFs are saved automatically to your workspace.
Google Drive backup
Connect your own Google account and sync signed PDFs to Drive using your storage quota, not a shared service account.
Secure document storage
Private Supabase storage with optional PIN protection when sharing PDF links with clients or advisers.
Finance workspace
Dashboard, document library, and settings in one calm interface designed for accountants and bookkeepers.
For professionals
Designed for teams who value precision
High contrast, minimal chrome, and generous whitespace keep focus on the numbers and documents that matter.
Audit-friendly exports
Generate PDFs with structured taxpayer data and budget summaries suitable for review and filing preparation.
Client-ready sharing
PIN-protected links let you share documents without exposing your full workspace or storage bucket.
Your cloud, your quota
Google Drive sync uses the connected user account — not a shared service account with storage limits.
Save hours every week
See the features in your own workspace
Sign up free and walk through the budget planner, PDF generation, and signing flow today.
Get started free
Join accounting teams. Free to start.