Businesses
Your business's finances in one view
Bring every business account and card together, see your cash flow at a glance, and give your team the access that's right for them.
Every account
Checking, savings, credit cards and loans from up to 30 financial institutions.
Built for teams
Roles for every member, and an activity log owners and admins can review.
Bills and subscriptions
Recurring costs found for you, with reminders before they're due.
Accountant-ready
Export transactions to CSV or Excel, or give your accountant viewer access.
Reports
Understand where the money goes
See income by source, spending by category and merchant, and how your fixed and flexible costs change over time.
- Income, spending and cash flow for any period
- Fixed and flexible spending, and your biggest fixed costs
- Price increases on recurring charges
- A monthly statement and a cash forecast up to 90 days ahead
Transactions
Every transaction, ready to review
Search and filter transactions across all your business accounts and cards, categorize them once, and set rules for the rest.
- One list across every account and card
- Category rules that apply to future transactions
- Possible duplicate charges flagged for review
- Export to CSV or Excel for your accountant
Your team
Give everyone the right access
Invite partners, staff and your accountant, and choose what each person can do. Owners and admins can see who did what.
- Owner, admin, editor and viewer roles
- An activity log for the workspace
- Up to 20 members on Growth, and unlimited on Portfolio
Plans for businesses
Each business gets its own workspace and plan, kept apart from your personal finances.
Growing businesses
Growth
$99 / month
- 15 connected financial institutions
- 20 workspace members
- Unlimited budgets, savings goals, subscriptions, and bills
- Advanced reports
Larger organizations
Portfolio
$249 / month
- 30 connected financial institutions
- Unlimited workspace members
- Unlimited budgets, savings goals, subscriptions, and bills
- Advanced reports
Organizations with custom needs
Custom
Financial institution and member limits set to fit your organization, with dedicated support and flexible billing.
Contact usA clear view, alongside the tools you use
Entifold isn't accounting, invoicing or payroll software. It gives you and your team a clear, current view of your business's money, and exports your transactions when your accountant needs them.