Personal or business
Start a personal workspace for cash, credit, and net worth, or a business workspace with a chart of accounts.
CentricBook.com
Books that stay centered on your money.
Link banks with Plaid, categorize and split transactions, budget against actuals, and see personal net worth or a business P&L and balance sheet. Every amount is stored as cents. Every query is bound to your workspace.
Plaid bank sync
Connect accounts once. Transactions and balances stay current through webhooks, with tokens encrypted at rest.
Budgets, bills, alerts
Compare budget vs actual, track recurring bills, and get Twilio reminders before a payment is due.