They go beyond the basics and make managing my finances so much easier!
BUILDOROregon Builder & RemodelerPersonal and business
One login. Your whole financial life.
Most owners keep their business in one place and their household in another. Your dashboard shows both, separately or together, with every account tagged to the side it belongs to.
Every month
Your books, closed on schedule.
Accounts sync daily
Read-only connections bring in every bank and card transaction.
We categorize and post
A real expert reviews each transaction and posts it to your books.
Reconciled and closed
Every account is matched to its statement and the month is closed.
Statements ready
Your balance sheet and profit and loss are waiting in your dashboard.
In your dashboard
Everything you'd ask your accountant, answered on screen.
Net worth
Every account and asset, with the trend over time.
Profit and loss
Revenues, expenses and profit for any month or range.
Budgets
See what's left in each category before you spend.
Savings goals
Set a target and watch your cash fill it.
Tax projection
What you'll owe, what you've paid, and what planning saved you.
Receipts
Snap a receipt and it's attached to the right transaction.
Credit score
Your score and how it's moving, next to everything else.
Financial statements
Balance sheet, profit and loss and trial balance on demand.
Behind on your books? Start clean.
We rebuild past months, fix miscategorized transactions and reconcile every account, then keep it that way.
Your tax return starts organized.
Closed books flow straight into tax preparation and planning, with the same team on both.
Explore tax services →Coming soon
The MaxCounts platform.
One secure place for accountants and their clients: books, messages, documents and signatures, all together. We’re starting by invitation with MaxCounts clients while we finish security testing.
Your dashboard is waiting
See your whole financial picture, kept by experts.
Talk to a real expert →Average response time under 24 hours