Investrio helps you to take control of your business and personal finances, in one easy-to-use platform

From budgeting, tax tracking, debt reduction and more. Investrio is for the busy solopreneur and small business owner, looking for a better way to manage both business and personal finances.

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Your new financial bff

All-In-One
Finance Manager

View both personal and business finances in one place. With Investrio, track income, expenses, cash flow, and more - all from a single, easy to use dashboard tailored to solopreneurs.

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Sign up and connect your acount
Set your financial goals

Budgeting and Expense Tracking

Take control of spending with smart budgeting tools that categorize expenses automatically. Set budget limits, track spending habits, and gain insights into areas where you can save.

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Get Personalized
Recommendations

Make financial decisions faster and smarter with Investrio’s Smart Suggestions. Our tool analyzes your financial data—like income, expenses, and recurring transactions—to provide tailored insights and quick actions that align with your goals.

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Get personalized recomendations
Track your progress

Tax Planning and Deductions

Investrio’s tax tracking tools help estimate tax ahead of time, finding hundreds of dollars of unclaimed deductions and reducing
any last-minute stress.

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Automate
Your Finances

Get a clearer picture of your finances with automatic categorization for all transactions. Separate business and personal expenses, track income streams, and gain detailed insights into spending patterns.

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Automate your finances
Access expert insight and support

Access Expert
Insights & Support

Our support team is here to help you every step of the way. Whether you’re setting up or exploring new features, our customer service team is ready to provide guidance and answer questions.

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Achieve
Financial Freedom

Investrio helps you navigate both business and personal finances with confidence. Take control of your financial future with Investrio’s suite of tools designed to guide you toward financial freedom.

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Achive financial freedom
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Testimonials

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FAQs

What is Investrio?

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Is Investrio secure?

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How do I get started with Investrio?

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Is Investrio suitable for freelancers and consultants?

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Can I use Investrio for both personal and business finances?

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What types of financial tools does Investrio offer?

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How is Investrio different from traditional accounting software?

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How much does Investrio cost?

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