Books you can trust.
Reconciled accounts. Clear monthly statements. Every close reviewed by your bookkeeper.
Your business. In the clear.
Expert bookkeeping, tax and financial advice. A complete view of your numbers, and the people to help you act on them.
A different perspective on your numbers.
Financial intelligence.
Personal by design.
The whole business,
in view.
Your cash position. Your performance. Your monthly close. See how the numbers come together.
Financial overview
Cash position
$128,450
Revenue$84,200
Expenses$62,650
Net income$21,550
Cash balance
This monthRecent transactions
| Transaction | Date | Amount |
|---|---|---|
| Horizon Co.Revenue | Aug 28 | +$25,400 |
| Campaign expensesMarketing | Aug 26 | −$2,140 |
| Studio FormaRevenue | Aug 25 | +$15,400 |
Aug books preparedReady for review
Interactive preview Sample data
Clear numbers. A considered next step.
Explore financial dashboardsYour books are
the beginning.
Build on a clear financial picture. Get the support your business needs, as it needs it.
Explore all servicesA better handle on cash.
See what is coming in, what is going out, and what that means for the months ahead.
The details, handled.
Payroll that runs on schedule. Tax preparation with the planning that should come before it.
A partner in the decision.
An advisor who understands your books, asks the right questions, and helps you choose the next move.
Technology does
the heavy lifting.
People make
the difference.
AI organizes transactions and flags what needs attention. Your bookkeeper reviews the exceptions, checks the accounts, and signs off on the close. You know who to call.
Meet the FigureWise approachMonthly closeAug 2026
Every detail.
Accounted for.
Transactions categorized218
Accounts reconciled4 of 4
Exceptions reviewed4 of 4
Reviewed. Reconciled. Ready.
Human sign-off on every monthly close.
Illustrative monthly close. Sample data.
A clear scope.
A fixed monthly price.
Choose the level of support that fits your business. Know what is included before we begin.
Compare every detailFoundation
The essentials, taken care of.
$399/ month
Up to 150 transactions per month
- Monthly bookkeeping
- Bank and card reconciliation
- Profit & loss and balance sheet
Growth
Most popularMore visibility. Regular advice.
$650/ month
Up to 300 transactions per month
- Everything in Foundation
- Payables and receivables tracking
- Quarterly strategy call
Strategy
A closer partner in what comes next.
$1,000/ month
Up to 500 transactions per month
- Everything in Growth
- Monthly strategy, annual forecasting
- Annual tax filing and planning
All prices listed per calendar month. Custom plans available.
We know the numbers.
And what is behind them.
A restaurant has different questions than a construction company. Your financial support should reflect that.
Find your industryA few things
worth knowing.
All questions, answeredBetter decisions start here.
Start with a free review of your books. We will look at where things stand, what needs attention, and how we can help.