Your business,
one screen.
Invoices, payroll, expenses, overhead — bundled. Every number shows its source. One subscription. Stop juggling five tabs.
$24/mo · 30-day money-back guarantee · Cancel anytime
Income
$12,430
Payroll
$4,200
Expenses
$3,128
Overhead
$847
Income − Expenses
+$4,255
Margin
+34.2%
Deductible
$3,128
Your business
Income
$12.4K
Expenses
$3.1K
Right now your business runs on five tabs.
Wave for invoicing. A spreadsheet for expenses. A "RECEIPTS" folder in Gmail. QuickBooks at tax time. A calculator in your other tab. Sound familiar?
Before
Five subscriptions. Three logins. Numbers that never quite match. Tax season is a forensic exercise.
After
DealAgent · One tab
Income
$12.4K
Payroll
$4.2K
Expenses
$3.1K
Overhead
$847
One subscription. One login. Numbers that come from the same source of truth. Tax season is an export button.
Four panels. One screen. Zero context-switching.
Everything a solo founder needs to run their books — bundled and bank-connected.
Invoices
Stripe-powered, paid in clicks
Send a payment link in 30 seconds. Auto-reconciles when paid. Track outstanding and overdue at a glance. Unlimited invoices included.
Payroll tracking
Detected from your bank
Auto-identifies payroll transactions from Gusto, ADP, Paychex, Rippling, Justworks. See who you paid, when, and how much — without leaving the dashboard.
Expenses
Bank-connected, tax-ready
Plaid pulls every transaction. Auto-categorized by Schedule C category. Confirm what's business vs personal. Export your deductions for your CPA in one click.
Overhead
Your true fixed costs
Slack, AWS, rent, software subscriptions — every recurring charge tagged as business overhead. See what % of revenue is locked up before you do any work.
The only finance tool that tells you when it's guessing.
Every number on your cockpit has a colored dot showing where it came from. Hover or tap to see the source. No other tool does this.
$12,430
From invoice INV-0042, paid via Stripe Mar 14 · cannot be wrong
$4,200
From 12 Plaid transactions, categorized as Software · ~90% accurate
$8,400
Detected from 2 'Gusto' transactions · please confirm if wrong
What we refuse to do
Estimate your tax owed
Tax depends on entity, state, deductions, and prior payments. Getting it wrong means IRS penalties. We give your CPA clean inputs instead.
Fabricate your payroll
If we don't see Gusto/ADP/Paychex transactions in your connected accounts, we say so honestly. No fake $0 implying you stiffed your team.
Call it 'Net Profit'
That's an accounting term that implies complete books. We say 'Tracked income − tracked expenses' so you know it's bounded by what we can see.
Half-accurate data destroys trust faster than no data. One wrong number once and you never check again. That's why every figure on DealAgent is tagged with where it came from — and why we don't show you numbers we can't prove.
How we stack up
The bundle, the moat, the price — side-by-side.
| Wave | FreshBooks | QuickBooks | DealAgent | |
|---|---|---|---|---|
| Invoicing | ||||
| Bank-connected expenses | Partial | Partial | ||
| Tax-ready exports | ||||
| Payroll tracking | +$40/mo | |||
| Mobile-first UI | Partial | |||
| AI financial chat | Only us | |||
| Overpayment detection | Only us | |||
| Data confidence tagging | Only us | |||
| Price | $0 + 2.9% | $17–55/mo | $30–200/mo | $24/mo |
Last three rows are the moat — features none of our incumbents offer. Pricing as of 2026, may have changed.
Powered by the same infrastructure as Venmo, Robinhood & Shopify
Plaid
Bank connections
Stripe
Payments
Resend
Vercel
Infrastructure
Bank-level 256-bit AES encryption
We never see your bank credentials
SOC 2 partners across the stack
One subscription. Everything included.
No tiers within tiers. No add-ons. No per-invoice fees.
Business
Billed monthly · Cancel anytime
- All four cockpit panels — bundled
- Unlimited Stripe-powered invoices
- Payroll tracking via bank detection
- Plaid-connected expense categorization
- Tax Hub + CPA-ready exports
- AI chat ("how much on payroll Q1?")
- Confidence-tagged numbers
- Priority support
30-day money-back guarantee · Cancel anytime
Common questions
Stop juggling. Start running your business.
$24/mo. 30-day money-back guarantee. Cancel anytime — no contract, no pressure.
Get Business — $24/mo →Pay upfront. If it doesn't deliver in 30 days, full refund.