Financial clarity for creative entrepreneurs
Square One automatically categorizes your transactions as they happen, so tax season is just an export, not a scramble.
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how it works
Every dollar captured, automatically.
Connect accounts
Link your bank account and we'll auto-categorize your transactions.
Approve categorizations
Review and approve. The more you use it, the smarter Square One gets.
Export Transactions
Export transactions in the formats you and your accountant already use (CSV, QuickBooks, Xero).
why Square One
Finance, without the finance degree.
Save time
Stop manually categorizing transactions line by line. Spend that time on your craft instead.
Make Better Decisions
See where your money actually goes. Identify spending patterns and opportunities to cut costs.
Avoid Cash Crunches
Know your real expenses month-to-month. Plan ahead instead of being surprised at tax time.
One plan. Everything included.
No tiers to compare, no features locked behind a higher plan. Just Square One.
$20/mo
Or $200/year — save $40 (2 months free)
Unlimited bank account connections
Automatic transaction categorization
Export to CSV, QuickBooks, and Xero
Upload transactions via CSV or manual entry for categorization
Ready to organize your finances?
Setup in under 10 minutes • Cancel anytime