Unleash the power of
intuitive finance

Say goodbye to the outdated financial tools. Every small business owner, regardless of the background, can now manage their business like a pro. Simple. Intuitive. And never boring.

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Sales today+21%
$1,036.62

Forecast with Genius

7d30d90d
Avg customer spend+0.7%
$244.82
Your potential savings
$1,870.00
$
$598.00
Increase in monthly spend
72%

Your spending on SaaS/Software has gone up significantly in the last 30 days.

Last 4 weeks
Jun 8 - Jul 5
compared to
Previous period

Income

$23,242.37

Expenses

$4,597.55

Sat, Jul 1Sat, Jul 1 $978.32Thu, Jun 1 $514.81
$2.0K$1.0K$500
Jun 8Jul 5

Everything you need.
Nothing you don't

Financial management and visibility in one place. Experience a flexible toolkit that makes every task feel like a breeze.

Today
RevenueSalesCost
$540.871686%
Insights

Cash burn

$12,007.62

Cash buffer

28 days

Revenue

$9,387.87

Expenses

$6,824.22

Insights at your fingertips

All your data and finances in one place to provide quick answers and make decisions instantly.

Cards
VISA

•••• 4829

Overview
Office supplier$19.99
Software$149.00

Manage in real time

Have full control of your business finances on the go using our iOS/Android mobile apps. Because, you know, it's 2025.

Assetra • 2h ago

💳 Monica is requesting a new card

Card type: Virtual

Spend limit: $500 monthly

ApproveDeclineEdit

Assetra • 52m ago

📈 Revenue increase alert

27% increase in the last 7 days

Important business alerts

Choose the alerts you need and receive them via email, mobile or Slack. Review and take action in one click.

Xero
Wise
Amazon
Plaid
Citi
Sage
Hinge
QB
Coinbase
Chase
Gusto
Square
Stripe
TD
Excel

Connect all your apps

Bring your data with our built-in integrations for accounting, revenue tools and banking.

What would you like to do?

Frequently used

View active cards
C
View all summary reports
R
Manage expenses
E

Settings & Help

Manage settings
S
Contact support
H

You're in control

Lightning fast. Shortcuts for everything. Command+K on Mac, Ctrl+K on Windows. Dark mode.

Meet Genius

Our AI-driven assistant is designed to decode complex financial figures and illuminate key trends in your business.

!
Critical balance alert

You will have less than $2,500 in available funds in May

Smart forecasting

Harness the power of Assetra's predictive analytics to map out the financial future of your business.

Hey! How can I help you?
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Chat with Genius

Just ask. With Genius by your side, navigating the financial maze becomes intuitive and effortless.

See where financial automation can
take your business.

The first financial tool you'll love. And the last one you'll ever need.

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