Automated finances
for solopreneurs.

AI powered bookkeeping and tax prep for solopreneurs, creators, freelancers with real-time insights so you can do more of what you love: your business.
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Unlock your full potential with
a CFO in your pocket.

Simple
Connect to hundreds of banks & see all your transactions in one place.
Personalized
Receive personalized AI insights for your business and data, like having a CFO in your pocket.
Fast & Easy
Real-time reporting, bookkeeping, cash flow, and tax prep and so much more.

Cut costs and save time with our advanced tools.

Like having 6 tools in one, Investrio makes your life easier. Not to mention, financial reporting never looked this good.
Send invoices and get paid on time.
Receive financial reporting tailored to your business.
Access funding opportunities: grants, loans and more.
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Grow with proactive insights.

Keep both your personal and business finances in one place making it easier to manage your cash flow and financial goals. Your sanity deserves it.
No app switching madness, all data no drama.
Bringing accounting to 2025 standards.
Your business bestie is always looking out.
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automated accounting
automated accounting
automated accounting
automated accounting
automated accounting
automated accounting

Say goodbye to old-school accounting software.

Automagic
Automate bookkeeping, taxes, and reporting tasks.
Tax
No more tax scaries, stay prepared all year round.
Funding
Find the best ways to fund and grow your business.
Insights
Actionable, data-driven suggestions catered to you.
Debt
Pay off planner on a mission to crush that debt.
All-in-One
Money is a blur? We’ve got you covered.

Read our latest blogs.

7 min read
Pricing, Invoicing & Getting Paid: A Guide for Solopreneurs on Setting Rates
Send that invoice with confidence. You did the work. The client’s happy.
Read more
6 min read
How to Build Business Credit as a Solopreneur
Even if you're a team of one - setting up your business credit correctly matters, and here's how to get started.
Read more
4 min read
Surviving the Summer Slowdown: How Solopreneurs Can Stay Steady When Business Gets Quiet
Summer’s here and things might be a little quieter than usual.
Read more

Ready to transform your business finances?

Join thousands of businesses, go-getters, side-hustlers, and entrepreneurs who don’t have time for messy spreadsheets.
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The complete financial operating system
for modern businesses
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