Budgeting
Spreadsheet style grid for income, expenses, and net position, built for small business accounting workflows.
FINANCES JUST GOT EASIER
Business Budgeting, Finance,
Invoice, Taxation
Plan, manage, summarize, analyze your financials. Built by Australian finance and accounting professionals.
Get started free
Free to start. No credit card required.
Free
To get started
Tax
PDF templates
PIN
Protected shares
Manage Finances, accounting, documents, taxation seamlessly
Accounts, Finances, Payroll, Taxation, Recordkeeping and auto generated statements
Auditing
Generate structured tax PDFs from budget data and taxpayer details, ready for review and filing prep.
Electronic signing
Embedded DocuSeal signing so clients complete documents without leaving your workspace.
Financing records
Bank statements, invoices, and a private document library with optional Drive backup and PIN protected sharing.
Budgets, bank files, and audit ready PDFslive in one workspace
Get on top of your finances
Most practices still assemble an audit pack from a spreadsheet, a PDF tool, a signing tab, and a drive. The numbers you plan are not the numbers you file.
Budgets live elsewhere
Income and expenses sit in a workbook that never reaches the tax PDF.
Financing data is scattered
Bank files, invoices, and payees arrive by email instead of the client workspace.
Audit packs take a day
Signed PDFs, taxpayer details, and share links are rebuilt for every review.
Built around auditing, financing, and budgeting
Three jobs your practice already does. One client workspace so the numbers stay aligned from first draft to signed PDF.
Budgeting
Budgets that match the filing
Income, expenses, and net position stay in one grid.
Plan client budgets in a spreadsheet style workspace that feeds tax PDFs instead of living in a separate workbook.
Financing
Cash position before you advise
Bank files, invoices, and payees sit beside the budget.
Extract bank statements, track invoices, and review cash flow on the dashboard so financing advice starts from the same numbers.
Auditing
A document trail reviewers can follow
Tax PDFs, signatures, and PIN protected links in one pack.
Generate structured tax PDFs, collect electronic signatures, and share PIN protected files so audit prep does not mean hunting through email.
Accounts, Tax, Finances, Payroll and more
Create your free account
Email sign-up
GGoogle OAuth
01
Create your account
Sign up with email or Google. Your workspace is ready in seconds.
Budget grid
Income$48,200
Expenses$35,800
Net$12,400
02
Plan your budget
Use the budget grid and taxpayer form to capture figures and client details.
Tax PDF
03
Generate & sign
Create a tax PDF, sign in the embedded DocuSeal flow, and finalize the document.
04
Store & share
Documents save to your library. Optionally back up to Google Drive or share with a PIN.
Trusted by practices
Built by professionals
Plan budgets, track financing, prepare tax PDFs, and keep client documents in one secure workspace.
“We replaced three separate tools with one calm workspace. Budget planning and PDF signing now happen in the same session our clients expect.”
Sarah Chen
Principal accountant · Chen & Partners
Melbourne, VIC
“The budget grid matches how we already work on spreadsheets, with proper document storage and electronic signing built in.”
James Okonkwo
Tax adviser · Northside Advisory
Brisbane, QLD
“Bank statement extraction saves us hours each month. Cash flow summaries land straight on the dashboard for client reviews.”
Priya Sharma
Bookkeeper · Sharma Business Services
Sydney, NSW
Questions
Before you start a workspace
Straight answers on auditing, financing, budgeting, storage, and the free plan.
Yes. The budget planner and tax PDF workflow are designed for Australian small business and tax preparation.
Yes. Structured taxpayer data, budget summaries, signed PDFs, and PIN protected links give reviewers a clean document trail in one workspace.
Upload bank statements for extraction, track invoices and payees, then review cash position on the dashboard next to the client budget.
No. The free plan includes the budget planner, tax PDF generation, document library, and electronic signing. Upgrade when you need Drive backup and more storage.
Pro and Team plans are available via Polar checkout. Sign in and choose a plan from Pricing, Settings, or the upgrade button in your dashboard.
Documents stay in your private Supabase workspace. Signed PDFs can optionally sync to your own Google Drive.
No. Drive backup is optional. Connect it once in Settings to upload signed PDFs automatically.
Yes. You send a DocuSeal signing flow from the workspace. Completed PDFs save back to the document library.
Yes. Paid plans can be cancelled anytime. You keep access through the billing period, then continue on the free plan.
Save hours every week
Start budgeting, financing, and auditing in one workspace
Plan budgets, prepare tax ready PDFs, collect signatures, and store client documents. Free to start. No credit card required.
Keep audit packs ready before the deadline
Generate tax ready PDFs in minutes
See financing next to the client budget
Keep every client document in one workspace
Get started free
Free plan available. Cancel paid plans anytime.