Every feature you need to run your business
No complex setup. No steep learning curve. Just connect your accounts and start getting insights.
As Seen On
Income tracking &
tax opportunity management
Effectively nurture potential customers from initial contact to qualified opportunities. Our robust lead management system allows you to capture leads various sources,
Sales Process Automation
Streamline your sales workflows, eliminate manual tasks with intelligent automation. Automate repetitive activities such as follow-up emails, task.
Vestie becomes your teammate
Vestie AI analyzes your financial data in real-time, identifies tax-saving opportunities, suggests optimizations, and guides on strategic decisions.
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Revenue performance chart
Automated bookkeeping for businesses of one, who need insights that help you scale and grow. Connect accounts to get started.
Create Your Account
Connect your accounts, let our AI do you books with ease and precision. Stay funding and tax ready - always.
Eliminate manual tracking.
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.
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From spreadsheets to automation
Investrio was designed for how solopreneurs actually operate, not another tool built for accountants. Simplicity, automation and speed.
Manage and grow your business from anywhere.
Mobile friendly, accounting software that thinks ahead. Smart categorization. Intelligent insights. Beautiful simplicity.
Automatic analysis of your spending patterns, trends, and anomalies
In Sync, all changes update instantly across all your views
Process hundreds of transactions in seconds
Learns your patterns and handles it automatically
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Stay up to date around the clock.
We understand the importance of knowing what is happening when, review your business at any time of the day.
Your AI CFO Vesite is available 24/7 to you
Create & send professional invoices and track payments
Say goodby to clumsy Excel sheets
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.
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Grow your business, take back your time.
