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Visualize your financial and accounting workflow processes.


The project templates are so easy to use, and everything just flows smoothly.
I love having the digital notice board to keep everyone on the same page, it’s such a simple yet effective feature. And syncing calendars with google or outlook saves so much time.

Stanley Nyakwara
Bookkeeper I CPA Certified
Popular features for your finance projects
Project Board
Organize financial audits, monthly reviews, and recurring tasks visually.


File Manager
Share and manage financial documents securely, with permission controls.
Calendar Integration
Sync project deadlines, payment schedules, and reporting timelines seamlessly.

How to Setup Your Team In 6 Steps
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