Grid Pattern

Files

Everything in one place

Files are organized and connected to your business activity.

File Storage Interface

Central file storage

Store contracts, receipts, invoices, and other documents in one place connected to your business.

Automatic OCR
Automatic tagging
Linked to transactions and invoices
Bulk uploads
DropboxDropbox
Google DriveGoogle Drive

Files

Receipt — Figma
Mar 12 • $24.00
Monthly subscription renewal for design collaboration tools used across all client projects.
receipt
design
Proposal — Redstone
Q2 • Draft
Project proposal for mobile app development including timeline, deliverables, and pricing breakdown.
proposal
client
Timesheet — Sprint 14
42h • Dev/Design
Weekly timesheet tracking development and design work across multiple client projects.
timesheet
hours
Contract — NDA
Signed • 2025
Non-disclosure agreement for confidential client project discussions and proprietary information.
contract
legal
Report — Q1 Expenses
Auto-generated
Automated expense report summarizing all business costs, categorized by type and project.
report
expenses

One search across your entire business

Find invoices, receipts, contracts, transactions, and documents instantly using a single search with no folders or manual organization.

Search transactions, invoices, files
Open and act instantly
Keyboard-first
Context-aware results

Everything you need to manage your trading

Less admin. More focus.

45 minutes per week

Receipts arrive late, get lost, or need follow-ups.

1 hour per week

Categorizing, fixing duplicates, and making numbers line up.

Works with the tools you already use

Pricing for traders and trading organizations

Pro

Everything a trader needs to journal and improve

$600/year

Billed annually

•Trading journal with strategy, emotions and review notes
•Broker and statement imports
•Performance reports by strategy, asset and time
•Discipline rules with overtrading and revenge-trading alerts
•AI Assistant that reads your full trading history
•Weekly updates on what changed
•Transactions, bank sync and receipt matching
•File storage and exports
•API and MCP for your AI tools
Get started

30-day money-back guarantee

Enterprise

For prop firms, brokers, asset managers and schools

Custom

Annual contract

•Everything in Pro for every trader
•Manager view across traders, desks and workspaces
•Centralized risk rules and live monitoring
•Audit trail, roles and compliance exports
•API, MCP and white-label options
•Global markets, any currency
•Dedicated onboarding and support

30-day money-back guarantee · USD · Excl. tax