FOR SMART GROWTH

Know Your Money

See cash flow, bookkeeping, taxes, and funding in one place. Track what is due, spot gaps early, and keep growth plans on time. No credit card needed.

Start free trial Book a call

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Connected stack

Northwind Co

01

Track cash, books, taxes, profit, and funding in one place. Less guesswork, fewer late nights.

02

Northwind Co

03

Vertex Labs

04

Orion Works

Flat lay of e-commerce mailers, boxes, tape gun, and twine on matte concrete.

Northwind Co

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Vertex Labs

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Orion Works

S

Summit Rail

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Harbor Desk

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Cedar Path

CORE FINANCE TOOLS

Money Controls That Ship

See what comes in and goes out, so bills and payroll stay on time.

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Cash Flow Plan

See what comes in and goes out, so bills and payroll stay on time.

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Bookkeeping Support

Catch missing entries and keep your books ready for month-end close.

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Budget Dashboards

Watch sales, spend, and runway in one clear view your team can use.

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01

Tax Prep Help

Get year-end files in order and cut the rush before tax season.

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02

Loan-Ready Review

Check lender needs before you apply, so your packet is ready.

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03

Profit Forecasts

Set targets and see next-quarter profit with plain, simple numbers.

GROWTH STAGE PLANS

Plans For Every Stage

See cash, tax tasks, and funding gaps before bills stack up.

01

Cash Flow Plan

See what comes in and goes out, so bills and payroll stay on time.

02

Bookkeeping Support

Catch missing entries and keep your books ready for month-end close.

03

Budget Dashboards

Watch sales, spend, and runway in one clear view your team can use.

04

Tax Prep Help

Get year-end files in order and cut the rush before tax season.

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Use case 01

For Solo Founders

See cash, tax tasks, and funding gaps before bills stack up.

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Use case 02

For Small Teams

Keep books, budgets, and forecasts in one shared view.

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Use case 03

For Loan-Seekers

Show lenders clean books, clear runway, and a solid payback plan.

7d

go-live setup

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7d

go-live setup

90d

profit forecast

12+

monthly checks

50

states served

CLEAR PRICING

Pick Your Plan

Cash-flow snapshot Budget dashboard Bookkeeping check Tax prep checklist Funding fit review

per month

Free

$0

Cash-flow snapshot

Budget dashboard

Bookkeeping check

Tax prep checklist

Most popularPopular

Pro

$49

Cash-flow plan for 30 days

Weekly budget view

90-day profit forecast

Loan-readiness review

custom quote

Enterprise

Custom

Full books support

Month-end close review

Tax prep coordination

Rolling cash forecast

Proof

Owners Trust Finance Biz

Verified

“Cash flow used to feel messy. Now we know what is due each week.”

Kraft mailers, blank boxes, twine and a tape gun on a warm packing bench with soft bokeh.

Maya Chen

CEO @ Northwind Supply

Verified

“Our books stayed behind. Finance Biz gave us a clean close and a plan.”

Espresso tamper, tasting spoon, saucer and folded linen on stone with soft steam and dark bokeh.

Derek Hall

Founder @ SlatePatch Studio

Verified

“Loan prep was a guess before. Now we send lenders a tidy packet with less stress.”

Loan packet still life with folder, clips, sealed envelope and brass stamp on terracotta surface.

Priya Nair

Ops Lead @ Harbor Peak Labs

Integrations

Slack

Track cash, books, taxes, profit, and funding in one place. Less guesswork, fewer late nights.

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Slack

Slack

Track cash, books, taxes, profit, and funding in one place. Less guesswork, fewer late nights.

Graphite modular cubes with magnetic joints and a brushed clasp on limestone.

Notion

Notion

Track cash, books, taxes, profit, and funding in one place. Less guesswork, fewer late nights.

Macro of precision metal rings and cable ferrules on pale stone with a teal accent

Stripe

Stripe

Track cash, books, taxes, profit, and funding in one place. Less guesswork, fewer late nights.

Machined blocks and a spring latch stepping diagonally on graphite concrete with soft daylight.

Jira

Jira

Track cash, books, taxes, profit, and funding in one place. Less guesswork, fewer late nights.

The Map

The Map

Journal

Latest Money Notes

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Professional Resource Directory

Questions

Common Questions Answered

Quick answers before visitors choose a product, service, or next step.

01What does Finance Biz do?+

It gives US owners cash-flow plans, bookkeeping help, tax prep coordination, and funding guidance in one place.

02Is this only for startups?+

No. It works for new startups, solo firms, and small teams that want tighter numbers.

03Do you file taxes?+

We do tax prep coordination and file-ready checklists. Your tax pro can file the return.

04How fast can I start?+

Most teams can start after a short setup call and connect their books the same week.

05Do I need clean books first?+

No. We can review what you have, fix gaps, and build a plan from there.

06Can you help with loans?+

Yes. We review loan readiness, shape the packet, and point you to fit lenders and funds.

Weekly Money Notes

Get short notes on cash flow, taxes, and funding for US small businesses. One email a week, with clear tips you can use right away.