💼 Finance tools aren’t built for SMB operators
-Current tools focus on taxes and are built for data-literate finance professionals, not SMB operators.
-Existing tools like QuickBooks and Excel don’t explain data for operational understanding, focusing instead on auditing, tax preparation, and tax filing.
📊 Data doesn’t make sense
-It’s hard for non-accountants to understand what vendors they spend money on and why.
With only 24% of decision-makers confident in their data skills, most can’t understand financial spreadsheets or dense PDFs.
💰 Team budgets are siloed
-Teams manage their budgets separately, making it hard to collaborate on projects, keep track of budgets, and get a clear view of overall company spending.
⏳ Slow and manual process
-It takes weeks of manual data entry to track, update, and analyze company spend to close the month, distracting from strategic work.
🚫 Hard to stop cost creep
-As companies grow, so do their costs, making it hard to catch spend fluctuations, unauthorized transactions, overcharges, free trials, and renewals before it’s too late.
🔍 Lack of specific context
-QuickBooks and other tools show all financial data to everyone, regardless of their role, team, or responsibilities.
-Leaders, departments, and ICs can’t get finance insights filtered by category, role, team, or shared initiative.