Your financial workspace

A clearer view. Every entity.

Household, business, and venture finances in one focused workspace. From original transactions to the records behind them.

Explore the workspace

New accounts require email verification before a private financial workspace can be provisioned.

One workspace

Your finances,
with context.

Transactions · Records · Reports

The Finance Hub is a private financial workspace for LLC owners. It keeps household, business, and venture finances in one focused place, so both sides of your financial life stay clear.

TransactionsThe original activity, by entity
RecordsThe documents behind each transaction
ReportsReviewed in the right entity context
Built around your entities

One place to get organized.

Household

Keep everyday accounts, expenses, and supporting records together.

Ventures

Follow each venture while keeping its parent business in view.

Personal and business, separated

Keep household and business money apart, in one place.

Each entity has its own space, so personal spending never blends into business reporting.

One workspace for both sides of your finances
Transactions & records

Every transaction, with the record behind it.

Go from the original transaction to its supporting record without digging through folders.

Supporting records kept together
Ventures

Follow each venture without losing the parent business.

Ventures stay tied to the legal entity they belong to, so the bigger picture is always one step away.

Parent business always in view
Reports

Review every report in the right context.

Look at business finances within the right entity and reporting context, one entity at a time.

Reporting scoped to each entity
Report
Getting started

Set up once.
Stay organized.

Create a workspace

Private by design.

Your household and business finances are personal. Every account gets its own private workspace.

A private workspace for every accountYour entities, transactions, and records stay inside your own workspace.
Email verification firstA workspace is provisioned only after the account's email is verified.
FAQ

Questions, answered.

Everything you need to know before creating your workspace.

LLC owners who want a clear view of their household and business finances in one place.

A legal entity is a household or business financial context. Ventures belong to a parent business so their records remain in the right context.

Yes. Each entity has its own accounts and reporting context within your private workspace.

Email verification confirms access to your email before a workspace can be provisioned.

Your records stay inside your private workspace. Financial records require an internet connection and are not saved for offline use.

A clearer view starts with one workspace.

Household, business, and venture finances, organized around your entities.

Install app

Install app

The Finance Hub, on your home screen.

Open your workspace in its own app window. An internet connection is required to access financial records.

iPhone or iPad: open in Safari, tap Share, then Add to Home Screen. Enable Open as Web App if offered.

Android: open in Chrome, then choose Install app or Add to Home screen from the browser menu.