What is the Solo plan?

Everything a business of one needs without the overhead of a finance team

Running a business alone means every decision, every dollar, and every deadline lands on you. The Solo Plan was built for solopreneurs who need their finances handled correctly, consistently, and without stress all year long.

Instead of juggling software, spreadsheets, and last-minute accountants, Investrio acts as your financial operating system, quietly working in the background so you can focus on running and growing your business.

Whether you choose monthly or yearly billing, the Solo Plan gives you full access to the tools that keep your business tax-ready, organized, and financially defensible at all times.

Features include:

• AI bookkeeping creates clean, accurate books that are ready when you need them, not months later.
• Create, send, and track professional invoices in minutes. See what’s been paid, what’s outstanding, and where your cash flow stands, without chasing it down.
• Expenses are organized, deductions are tracked, and reports are generated in a format your accountant (or the IRS) expects.
• Vestie CFO gives you clear insights into your business finances, flags issues early, and helps you understand what to do next, in plain language, anytime.

Investrio understands that personal and business finances often overlap when you’re solo. Our system helps you manage both without losing compliance, clarity, or control.