Monthly customer statements for Square, sent for you
Stage
MVP
Not given
Founded
Not given
Not given
Based in
Not given
US
Pricing model
Free trial
Paid
Pricing
Early access members receive a 14-day free trial. Founding members lock in founding-member pricing when paid plans open. Final pricing to be announced to the waitlist first.
$15 per month per business with unlimited customers and statements, 14-day free trial, no contract
Key features
Connects to QuickBooks, Square, Shopify and other business tools
Financial Overview showing story behind numbers with action steps
Business Health dashboard with benchmarking against similar businesses
Read-only secure connections with bank-level encryption
Learns business patterns and gets sharper over time
Actionable next steps for every insight
Adapts to specific business type and market
One balance per customer with total owed and past due amount
Pay link for every invoice
Invoice aging by days late
Activity tracking since last month
Automated monthly delivery
Preview before sending
Read-only Square access
What makes it different
Plain English insights instead of dashboards and financial jargon
Built specifically for small businesses, not a one-size-fits-all template
Combines analysis with specific, actionable next steps
Secure read-only connections that never access or move money
One combined monthly statement per customer instead of separate reminders