Simple pricing plans for your small business

Investrio is a financial operating system for solopreneurs. We automate bookkeeping, keep you tax-ready year-round, and give you clear insights into your money, so you can make better decisions without spreadsheets or guesswork.

Investrio is built for solopreneurs, freelancers, creators, consultants, and fractional operators. Real people, running real businesses on their own who want clarity, not complexity. Beyond bookkeeping, Investrio provides insights into cash flow, spending, revenue trends, and financial health, helping you plan, grow, and prepare for funding when you’re ready.

QuickBooks is built for accountants. Investrio was purposefuly built for business owners of one. We combine AI guidance, hybrid personal + business bookkeeping, and real-time insights, so you don’t just track numbers, you understand what to do next.

Not at all. Investrio is designed to meet you where you are. Our AI CFO, Vestie, explains your finances in plain language and helps you take action without needing a finance background. Vestie is always available inside the app — or reach out to our team anytime.

Investrio keeps you tax-ready all year by organizing expenses, tracking deductions, estimating quarterly taxes, and generating IRS-ready reports. No last-minute scrambling. We work with a team of CPAs for compliant filing.

Yes, and that’s one of our biggest differentiators. Investrio lets you manage personal and business finances together, while clearly separating them behind the scenes for clean bookkeeping and taxes.