Investrio | Accounting Software for Solopreneurs. All-in-One Business Solutions

Investrio Dashboard for Entrepreneurs | LLC, S-Corps and C-Corps

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Everything you need to run your business

QuickBooks tracks transactions. Banking apps store your money. Investrio gives you strategy.

We’re the difference between juggling disconnected tools and running a financially healthy business with confidence. Investrio brings together bookkeeping, insights, and guidance, so you can make smarter decisions, grow revenue, and stop guessing.

Complete Financial Control

One place for everything, designed for how solopreneurs actually operate.

AI Advisory

Meet Vestie, your AI CFO. She analyzes your finances in real time and gives personalized guidance.

Data Security & Privacy

Enterprise-grade security and privacy standards protect your financial at every layer.

Strategic Insights

Understand what’s working, what’s not, and what to focus on next, without decoding spreadsheets.

Access Capital

From grants to loans, find the best and most appropriate way to scale, when you need it most.

Transparent, Affordable Pricing

Simple pricing that makes sense. One clear plan, no hidden fees, no surprise charges as you grow.

You make the money, we help you keep it

A complete financial operating system that grows with you, from getting organized to scaling sustainably. Focus on selling. We’ll handle the busywork.

Self-Driving Bookkeeping

Seamlessly manage all your business finances in one place — because solopreneur life isn't black and white.

Auto Categorization

Connect your accounts, let our AI do you books with ease and precision. Stay funding and tax ready - always.

Get Paid On Time

Accelerate your invoice payment times by sending and following up automatically. So you can focus on selling.

Vestie, AI Financial Assistant

Your 24/7 CFO that learns your business, anticipates needs, and provides personalized recommendations.

Growing a business can now be delightful

01

Connect & Organize

Link your accounts and let Investrio automatically categorize transactions, reconcile books, and organize your financial data, all in one place.

02

Get AI-Powered Guidance

Vestie, your AI Pocket CFO, analyzes your finances in real-time, identifies tax-saving opportunities, and coaches you through strategic decisions.

03

Scale with Confidence

Grow with confidence using cash flow insights, tax-ready reports, and strategic forecasting tools that help you plan your next move.

Loved by solopreneurs everywhere

Join thousands of independent professionals who've transformed their business finances with Investrio

Clarity for my business

“Investrio completely changed how I run my photography business. I went from spending 10 hours a month on finances to just checking in weekly. Vestie even caught a tax deduction I'd been missing for years."

Sarah Chen

Wedding Photographer

Feeling financially fit

"As a fitness coach, I'm great at what I do but not so organized with numbers. Investrio made it so simple that I actually understand my business finances now. The grant discovery feature helped me get $15k in funding."

Marcus Williams

Fitness & Wellness Coach

Switched from Quickbooks

“I switched from QuickBooks after 3 years. QuickBooks felt like it a burden and it's built for accountants. Investrio feels like it was built for ME. The AI recommendations alone have saved me more than the subscription costs."

Jessica Park

Marketing Consultant

Built for every kind of solopreneur

From plumbers to 6-figure photographers, we serve independent professionals of all kinds. Every feature is designed to save you time, money, and stress.

Freelancers

Track projects, clients, and income streams without the spreadsheet headaches.

Consultants

Focus on delivering value while we handle expense reports and revenue tracking.

Photographers

Snap receipts as easily as you snap photos. Built for creative professionals.

Creatives

From designers to artists, manage your finances with tools as creative as you are.

Service Providers

Whether you clean homes or code apps, track every dollar with confidence.

Content Creators

Manage multiple income streams and expenses across platforms effortlessly.

Simple, transparent pricing

No hidden fees. No surprises. Just powerful tools to grow your business.

Solo Plan DIY

This plan is perfect for getting started, doing it yourself with our smart AI suggestions. Ideal for new or smaller businesses making <$50k/year.

Features

Individual

Price

$29.99

/ month

Expense tracking & smart categorization

Create & send professional invoices

Automatic bank & card imports

Scan receipts with your phone

Monthly reporting and tax-ready financials

Migration Available with Yearly

Thinking of switching software? Let us help you migrate your data, save time and money with our yearly subscription.

Get Started

Have questions? We’re here to help.

Frequently asked questions about Investrio. No need to change your workflow or learn something new. Just plug in and start getting more done.

What exactly does Investrio do?

Investrio is an all-in-one financial management platform designed specifically for solopreneurs and small business owners. It provides tools for bookkeeping, expense management, tax planning, access to capital and more.

Is Investrio suitable for freelancers and consultants?

Absolutely! Investrio is perfect for freelancers, consultants, solopreneurs and small business owners who need a clear view of both business and personal finances. It offers features that help track income, manage business expenses, optimize taxes, and stay on top of financial goals.

Can I share access with my accountant?

Investrio has built-in accountant collaboration features. You can invite your accountant or bookkeeper to access your account with customizable permissions, making tax time and financial reviews seamless. Contact us for early access!

Is there a free trial?

Get started for free with limited access to all features. No credit card required to start. Experience the full power of your Pocket CFO risk-free.

How is it different from traditional accounting software?

A sales manager leads and motivates a team of salespeople to achieve sales targets. Their responsibilities typically include setting sales goals, developing sales strategies, training and coaching the sales team, monitoring.

How does Vestie AI help with my finances?

Vestie is your AI Pocket CFO that analyzes your financial data in real-time, identifies tax-saving opportunities, answers your financial questions, suggests optimizations, and coaches you through strategic decisions. It's like having a CFO in your pocket, available 24/7.

Is my personal information safe?

We take your privacy and security seriously. Investrio uses industry-standard encryption to protect your data, ensuring that your financial information remains confidential and secure. We do not share your data with anyone.

Can I cancel anytime?

Yes! Cancel anytime with no penalties or hidden fees. Your data remains accessible even after cancellation, and you can export your financial records at any time.