How it works
From messy books to clear numbers in four steps
Most customers are fully set up before lunch.
- 1
Create your account
Pick a plan and start your 14-day trial. No accounting setup needed.
- 2
Connect your bank and cards
Secure, read-only connections import your full transaction history.
- 3
Review what Soloverge sorted
Approve AI-categorized transactions in one click. It learns as you go.
- 4
Invoice, report and file
Send invoices, watch live reports and export a tax-ready packet anytime.
Use cases
Built for the way you work
Freelancers
Track income, send invoices and set aside the right amount for quarterly taxes.
Agencies
Bill clients by project, manage contractors and see margins per client.
Local businesses
Reconcile POS sales, manage payroll expenses and stay on top of sales tax.
E-commerce
Sync Shopify and Stripe payouts, track fees and know your true profit per order.
Close your books in minutes, not days.
Join 4,000+ businesses running their finances on Soloverge. 14-day free trial, cancel anytime.