Tally
Auto budget
Invest: Roth IRA
Savings goals
Optional: pick a suggestion or type your own title.
Paycheck calculator
Estimate using 2026 federal brackets, the standard deduction, and Social Security and Medicare taxes. State tax is a flat rate you set. Files stay in your browser. Check your real stub for exact figures.
Income sources
Recurring bills
Transactions
Business overview
Contacts (CRM)
Import a vCard (.vcf) or CSV exported from iPhone, Google Contacts, Outlook, or a CRM, or a PDF with names and emails. Contacts are created automatically and duplicates are skipped. Scanned PDFs are not supported yet.
Invoices
Demo: auto-send marks invoices as sent. The real app emails them through a service like Resend.
Late invoice reminders
Demo: reminders are recorded when you open the app. The real app emails clients on schedule.