Money / Intake

Drop in a bank statement. Get your books.

Upload statements, payroll files, invoices and timesheets from your bank or payment platform. It reads them, checks the balances add up, matches transfers, salaries and client payments, and asks when it isn't sure.

Start your 14-day trial

14 days free. Card at checkout; cancel before day 14 and pay nothing.

How it works.

1
Upload what you have
CSV, Excel (.xlsx) or text-based PDF exports from your bank or payment platform. The same file twice is refused.
2
It learns your bank's format
The first time, it learns how to read that layout and scores the result against the statement's own balances. Next month the same layout is read without starting over.
3
It asks, you answer once
A missing exchange rate or an unfamiliar payee goes to a short queue, and your answer is remembered.
4
Matched and posted
Transfers between your accounts and salaries are paired up, client payments are matched to invoices for you to confirm, and everything is posted with a preview first and undo after.

The details that matter.

Checks its own work
What it reads is checked against the statement's own balances and totals, and anything it isn't sure of comes to you.
Everyone's included.
Intake comes with every plan. No per-seat billing, no add-on to buy.

Because it's one system, Intake works with these out of the box.

Invoicing
Invoices out on time, and reminders you don't have to write.
How it works
Margin
See which projects the hours are eating.
How it works
Expense claims
Expense claims without the envelope of receipts.
How it works

Bring the whole business under one roof.

Your team, your clients, your projects and your money, with everyone included.

Start your 14-day trial See pricing

Every part of the product unlocked for 14 days, with a trial allowance of AI usage. Card details at checkout, nothing charged until day 14, cancel any time before then.