Financial Intelligence.
Custom Software. One Team.
Enterprise-grade FP&A software and custom-built business tools from an award-winning data scientist. No agencies, no handoffs, no surprises.
One team. Two ways to grow your business.
Revenue (MTD)
$0K
+12.4% MoM
Expenses (MTD)
$0K
+8.1% MoM
Net Income (MTD)
$0K
+23.7% MoM
Cash
$0.0M
+5.2% (7d)
Revenue vs Expenses
Ask James
Recent Transactions
Platform
Everything you need to know your numbers
Enterprise-grade FP&A, built for speed. No consultants required.
Automated Financial Statements
P&L, Balance Sheet, and Cash Flow generated automatically from your transactions. No spreadsheets, no accountant wait times.
Intelligent Analysis
Ask James anything about your finances. Get instant, plain-English answers backed by your real data, not generic advice.
Forecasting & Scenarios
Revenue projections, what-if scenario sliders, and budget vs actual tracking. Model your future with confidence.
Up and running in minutes
No consultants. No implementation fees. Just connect and go.
Connect
Link your QuickBooks, Xero, or upload CSV. Setup takes 2 minutes.
Analyze
James automatically generates your P&L, Balance Sheet, and Cash Flow.
Decide
Ask James anything. Get instant insights backed by your real data.
Connect
Link your QuickBooks, Xero, or upload CSV. Setup takes 2 minutes.
Analyze
James automatically generates your P&L, Balance Sheet, and Cash Flow.
Decide
Ask James anything. Get instant insights backed by your real data.
Who it's for
Built for people who move fast
Whether you're bootstrapping or scaling, James meets you where you are.
Startup Founders
Stop guessing your runway. James gives you real-time financial clarity so you can focus on building, not spreadsheets. Upload your data and get investor-ready financials in minutes.
Growing Teams
Multiple users, multiple businesses. Everyone sees the same numbers.
Fractional CFOs
Manage all your clients from one platform. Professional reports in seconds.
Connect your accounting software
Sync automatically or upload CSV. Your data, one platform.
Security
Your data, protected
We take security seriously so you can focus on your business.
Regular Security Audits
We conduct internal SOC 2-aligned security audits to continuously strengthen our platform.
Encryption at Rest & Transit
All financial data is encrypted using industry-standard AES-256 and TLS 1.3.
Access Controls
Role-based permissions, session management, and audit logging protect every account.
Pricing
Simple, transparent pricing
Start free. Upgrade when you're ready. No credit card required.
Free
For solo founders getting started
- 1 seat
- CSV upload
- Basic financial statements
- Transaction dashboard
Starter
For small teams with accounting software
- 2 seats
- QuickBooks & Xero sync
- Ask James (50/mo)
- Financial statements
- Email support
Growth
Most PopularFor businesses scaling past $1M
- 5 seats
- All integrations
- Ask James (200/mo)
- Forecasting & budgets
- Scenario planning
- Priority support
Scale
For finance teams that need it all
- 25 seats
- Unlimited Ask James
- Custom reports
- API access
- Dedicated CSM
- Audit trail
Enterprise
Custom solutions for large organizations
- Unlimited seats
- SSO & SAML
- Custom integrations
- SLA guarantee
- On-premise option
- White-glove onboarding
Start free. Upgrade anytime. Compare plans in detail →
Ready to see your
finances clearly?
Stop wrestling with spreadsheets. Start making decisions with confidence.
Get Started FreeNo credit card required