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Business cash flow, budgets and financial reporting

Turn subscriptions and consumption into invoices and receivables

A live ledger with approval rules and traceable accounting corrections

Bring invoice payments, collections and cash forecasts into one finance workflow

Group consolidation and reporting across finance workflows

Business checking with different mobile banking routes for EIN and SSN accounts

Self-hosted personal accounts, transaction rules and category budgets

Personal finance dashboards and category budgets over plain-text journals

Connected budgets, workforce plans and scenarios with configured finance support

Financial data preparation with connected spreadsheets

Purchase and expense records connected to financial accounting

Tax determination, electronic invoicing and reporting connected to finance data

Cloud ERP with sales, inventory and financial records

Explore financial statements and publish reporting adjustments alongside ERP data

Share planning assumptions and compare scenarios across business teams

Employee expenses, approval policies and accounting exports, now called Medius Expense

Connect receivables follow-up with incoming payment matching

AI agents and a shared workspace for enterprise accounting close and reporting

Connections between finance, technology and business

Group close and consolidation with ownership, currency and review controls

Multi-currency business accounts with cards, bills and spending approvals

Business banking tools with payment approvals and accounting connections

UK business accounts with invoicing and a choice of monthly plans

Follow financial news with company and market context