Run every business from one command center.

Your home base shows live KPIs from every LLC and business — revenue, expenses, profit, open tasks, overdue items, and upcoming deadlines. The AI priority engine surfaces what needs attention today so you stop juggling tabs and start acting on the right thing first.

Spin up unlimited LLCs, record their state of formation, EIN, and formation date, then nest businesses, properties, vehicles, and investments under the right entity. Finance and reporting automatically roll up from each business into its parent LLC and into your family office.

Every business is a self-contained workspace with its own dashboard, finance ledger, projects, tasks, contacts, attachments, and team. Owners, managers, and members each see the right slice based on their role — and you can switch between businesses in one click from the sidebar.

A dedicated QuickBooks Import wizard walks you through every finance section — Operating P&L, General Ledger, Transaction Detail, and Balance Sheet. We auto-detect QuickBooks headers, skip subtotal rows, let you remap categories and types row-by-row, then commit clean transactions to the right business, LLC, or family office.

Group work into projects with budgets, milestones, and due dates. Create tasks under each project or as standalone items, assign them to any worker on the business, set priority and status, and track progress from one place — including a global All Tasks view across every business you can access.

The notification bell is more than a count — an AI agent reviews your open tasks, project due dates, and synced emails to surface what's overdue, due soon, or worth acting on. One click jumps you straight to the project or task that needs you.