Who we are

We’ve been working in the finance and accounting industry for over twenty years. During this time, we’ve listened to merchants describe their pain points with QuickBooks. While the software worked, they struggled with features that weren’t giving them the functionality they needed. We wanted to do something more for our customers, taking notes from their experience, to find an easier way.

It was important for us to develop the product our customers needed, that didn’t require hours of extra training to use. Too many products are designed with a “more is better” mindset. Being slightly geeky ourselves, we get it—we all want to show what we can do. But working directly with customers and listening to what they needed to improve their day-to-day, defined our path for the better. It wasn’t about what we could do—it was about how we could be helpful. We worked hard to develop a solution with the features and functionality that would benefit them, while still being intuitive.

This is how we continue to develop our products and relationships with our customers today. Whether we are adding features, developing new products, or providing technical support, it’s important for us to listen and understand your needs so that we can continue to help optimize and grow your business.