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It started with a financial meltdown.
In 2023, our founder Joyce was coaching solopreneurs on their finances after leaving a career on Wall Street. The same pattern kept showing up: incredibly talented people: consultants, photographers, coaches, creators, running real businesses with real revenue, but operating financially in chaos.
They were mixing business and personal money, losing deductions, guessing at taxes, and wasting hours trying to “figure it out”, and worse, getting into debt. It became clear that the tools and spreadsheets were built for accountants - not for them.
After supporting hundreds of entrepreneurs, it finally clicked. That was the moment Investrio began. Not as a bookkeeping tool, but as a belief:
Solopreneurs shouldn’t need a CFO, a degree in accounting, or ten browser tabs to run a financially healthy business.
Joyce and Laura and began building the software that should meet them where they are, not the other way around.
Our team is made up of former solopreneurs, modernizing the financial infrastructure for small business owners everywhere.
They were mixing business and personal money, losing deductions, guessing at taxes, and wasting hours trying to “figure it out”, and worse, getting into debt. It became clear that the tools and spreadsheets were built for accountants - not for them.
After supporting hundreds of entrepreneurs, it finally clicked. That was the moment Investrio began. Not as a bookkeeping tool, but as a belief:
Solopreneurs shouldn’t need a CFO, a degree in accounting, or ten browser tabs to run a financially healthy business.
Joyce and Laura and began building the software that should meet them where they are, not the other way around.
Our team is made up of former solopreneurs, modernizing the financial infrastructure for small business owners everywhere.
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