Automated finances
for solopreneurs.

Bookkeeping, taxes, and accounting with real-time insights so you can do more of what you love: your business.

Unlock your full potential with
a CFO in your pocket.

Simple
Automate bookkeeping, taxes, and accounting.
Personalized
AI insights on your data, like having a CFO on call.
Fast & Easy
Real-time tracking of income, cash flow, and taxes.

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.
Ask any question about taxes.
Receive financial reporting tailored to your business.
Access funding opportunities: grants, loans and more.

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.
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.

5 min read
100 Grants You Can Apply for in 2025 to Boost Your Small Business
Grants are an exceptional way to get your business funded, but are you maximizing your chances?
Read more
5 min read
I’m a Business Owner. So, How Much Should I Pay Myself?
Being a business owner is like being the star of your own film. At times, you’re on cloud nine, while at other times, you’re trying to figure out what you can really afford.
Read more
5 min read
What Solopreneurs Need to Know About Credit
When the Federal Reserve decreases interest rates, refinancing could potentially be beneficial, but often raises the question: Will this hurt my credit?
Read more

Your financial bff is here.

For the go-getters, side-hustlers, and entrepreneurs who don’t have time for messy spreadsheets.