Personal back office for founder-traders. Bookkeeping, trading analytics, trip planning, and budgeting — unified in one system.
Plaid-synced transactions flow into a spending queue. Map to your Chart of Accounts, commit to the ledger. Get income statements and balance sheets.
Investment transactions match opens to closes. Track P&L by strategy, ticker, and time period. Trade journal for analysis.
Create trips, invite travelers, find dates that work. AI recommends lodging, activities, restaurants. Split costs, commit to budget.