What it sells
Agentic Finance for your Life and Business
Business model breakdown
Buyer: who owns the budget?
Business owner / founder (flat per-business plan).
Trigger: what makes them buy now?
Manual bookkeeping, bill pay, late rent follow-up and owner statements; runway visibility.
Workflow: what inputs become what output?
Connect bank (Plaid) and QuickBooks/Xero, categorize and reconcile, prepare bill payments for approval, age receivables and draft reminders, draft owner statements from Guesty/Airbnb, forecast 30-day cash.
Economics: what it saves and how it charges
Flat monthly business plans with metered AI credits; payment-rail fees separate.
Distribution: how it reaches customers
Self-serve Get started and Talk to us; YC S24.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2024 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.