Ridiculously Simple Investor Tracking for Private Lenders
Automate interest accrual, generate statements in seconds, and build unshakeable investor confidence.
Or learn more below.
Your Built a Lending Business, Not a Spreadsheet Company
Investor Questions You Dread
"Can you explain this calculation?" sends you into panic mode searching through formulas at 11 PM.
Hours Every Month
Manual interest calculations steal 3-4 hours every month. That's 40+ hours per year you can't spend growing your business.
Formula Nightmares
One wrong cell reference cascades into dozens of errors. Mid-month closures, rate changes, and partial months make you nervous.
One-Click Month Close. Zero Errors. Complete Confidence.
Professional investor deposit management built specifically for private lenders. Calculate interest for all accounts, generate statements, and lock your books—all in under 60 seconds.
Industry-Standard Calculations — Average Daily Balance with Actual/365 day basis. The same method banks use.
Automatic Month Close — One command posts interest, handles withdrawals, and locks the month.
Professional Statements — Generate PDF statements for all investors in seconds.
Audit-Ready Records — Month locking and complete transaction history for compliance.
From Spreadsheet Chaos to Automated Confidence in Three Steps
Step 1: Set Up Your Accounts
Import or create investor accounts
Set interest rates by account type
Flag accounts that need automatic withdrawals
Step 2: Track Deposits & Withdrawals
Record transactions as they happen
System maintains running balances automatically
Step 3: Close the Month (One Click)
Calculate interest for all accounts
Post transactions automatically
Generate statements in seconds
Lock the month to protect your audit trail
Stop Wrestling With Spreadsheets. Start Building Your Business.
Your investors trust you with their capital. Give them the professional, accurate, transparent management they deserve—while reclaiming your time to focus on what you do best.
No credit card required. Cancel any time.
For small offices. Up to 10 Accounts.
Free
Starter
For mid-sized offices. Up to 250 Accounts.
$49/mo
Pro
For larger offices. Unlimited Accounts.
$149/mo