Accounting Made Easy with Clean, Automated Tracking.
From monthly summaries to expense categorization, we deliver clarity without the clutter.
Monthly Financial Overview
Track revenue, expenses, and profit in a clean, client-facing spreadsheet.
Categorized Expense Tracker
Automatically sort transactions by category with built-in rules and dropdowns.
Reconciliation Dashboard
Easily identify missing or unmatched entries across bank and book records
"Logan built us an automated report that updates every week — no more copy-pasting. He even set up dropdowns that instantly categorize our data. It’s like having a data assistant built into Excel."
-Small Business Owner
