Your customers are in your head. Your receipts are in your truck.
You know who owes you. You know roughly what you spent. Then January comes, your accountant asks for the totals, and you spend a weekend going through a glove box and a bank statement trying to rebuild a year you already lived. This is that, fixed — one place for customers, money in, money out, fees and mileage, set up around how your business actually runs.
Why this exists
The big CRMs are built for sales teams. You're not a sales team.
Every well-known CRM is designed around a pipeline full of reps — forecasting, quotas, campaign attribution, territory management. You pay for all of it per person, every month, and then still track your actual money in a spreadsheet because the CRM has no idea what you paid your supplier. We built ours the other way around: customers and money, in one place, and nothing else.
| What 10 people costs, per month | Published list price | Up-front |
|---|---|---|
| Salesforce Sales Cloud — Pro Suite | $1,000 | — |
| HubSpot Sales Hub — Professional | $1,000 | $1,500 onboarding, required |
| Zoho CRM — Professional | $230 | — |
| This, up to 10 users | $100 | $0 on a 3-year agreement |
Their published per-seat list prices as of October 2026, multiplied by ten people. Ours is a flat monthly price that doesn't move when you hire someone.
What it tracks
Six things. That's the whole system.
Deliberately small. Everything here is something you already have to keep track of anyway — it just stops living in six different places.
Customers THE RECORD
- Business name, contact, email, phone, town, website
- Status — lead, quoted, won, active, paused, done
- What they bought, what they pay, what term they're on
- Notes you can pin to the top of the record
- An activity log that writes itself when something changes
- Search and filter, so you can find anyone in two seconds
Money in READ-ONLY
- Every payment received, tied to the customer who sent it
- Amount, date, invoice number, paid or still open
- Collected all-time and currently outstanding, per customer
- Pulled straight from the payment processor you already use
It mirrors what your processor already did. Nothing in the CRM can charge anyone or change anything in your payment account.
Money out WITH RECEIPTS
- Date, vendor, description, category, amount, how you paid
- Tag it to a customer when it was for a specific job
- Billable and reimbursed flags, so nothing gets eaten
- Photograph the receipt onto the line — stored privately
Snap it in the parking lot and it's done. Nothing to file later.
Processing fees DEDUCTIBLE
- Your card processor's cut, in its own bucket
- Pulled automatically, never typed by hand
- Attributed to the customer whose payment caused it
This is the line most small businesses never capture. It's real money and it's deductible.
Mileage IRS RATE
- Date, purpose, where from, where to, miles
- Round-trip toggle so you log it once
- Current IRS rate, updated each year
- Tag the trip to a customer if it was for a job
Year-end totals THE POINT
- Everything filtered by tax year
- Deductible expenses, mileage value, fees paid, revenue collected
- Profit margin per customer, and across the whole business
- Any screen exports to a spreadsheet
The figures your accountant asks for, already added up and already attached to receipts.
The part nobody else does
Your accountant gets a login. It's free, and it doesn't use a seat.
Every other CRM makes you buy a seat for your bookkeeper, so most small businesses don't — and then spend January emailing PDFs back and forth. Yours gets their own read-only login instead.
What they can see
- Revenue collected, by customer and by year
- Every expense with its category and its receipt
- Processing fees as their own deductible line
- Mileage logs at the rate for that year
- Profit margin per customer and overall
- Export of all of it to a spreadsheet
What they can't
- Change a single record — the login is read-only
- See your customer notes or your activity log
- Reach your payment account, because nothing here can
Which is why handing it out costs you nothing to worry about.
Pricing
One price. Up to ten people.
Flat monthly, built and run by us. We set it up around your business before you log in, and we keep adjusting it as things change.
on a 3-year agreement · no setup fee
$125/month on a 1-year agreement, plus a $500 setup.
- Up to 10 users
- A free read-only login for your accountant or bookkeeper, on top of the 10
- Customers, money in, money out, processing fees, mileage, year-end totals
- Receipt storage, private to you
- Set up around your business, and adjusted as it changes
- Export anything to a spreadsheet, any time
- Built, hosted, backed up and maintained by us — you never patch anything
Want the AI assistant on it? The AI Chat Agent add-on is $50/month for up to 250 chats, same as everywhere else.
Questions
Straight answers
How much does it cost?
Does my accountant have to buy a seat?
Does it take payments or send invoices?
How many users do I get?
Can I add the AI assistant?
Is my data mine?
Does this replace my accountant?
Is it built for my business specifically?
What if I already use something?
Want to see yours?
Tell us how your business runs and we'll set up a version with your categories in it, free, so you can click around before you decide anything.