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.
.png)
.png)
.png)
Everything your need to run your business
A complete financial operating system that grows with you, from getting organized to scaling sustainably. Focus on selling. We’ll handle the busywork.
ttvs was a shad'/ and moke sense tor qoy but oh boy I wrong. It's not just the immediate deduction, is th-..
He was a shad'/ and moke sense tor qoy but oh boy I wrong. It's not just the immediate deduction, is th-..
"Using this platform has transformed how I manage business payments—it's fast, secure, and incredibly easy to use."
He was a shad'/ and moke sense tor qoy but oh boy I wrong. It's not just the immediate deduction, is th-..
ttvs was a shad'/ and moke sense tor qoy but oh boy I wrong. It's not just the immediate deduction, is th-..
He was a shad'/ and moke sense tor qoy but oh boy I wrong. It's not just the immediate deduction, is th-..
"Using this platform has transformed how I manage business payments—it's fast, secure, and incredibly easy to use."
He was a shad'/ and moke sense tor qoy but oh boy I wrong. It's not just the immediate deduction, is th-..
Community Feedback
Explore Expert Critiques from licensed professionals. If you have Premium or Pro, you can comment, ask questions, etc.
Conversion as a priority
Built to get more user engagement and conversions
Email verification
Oet 99%+ deliverability rates, and only pay for valid emails
Efficient communication
Incorporates smart comm animation to enhance responses through various communication.
Supervise Your Employees
Optimize employee performance and foster a positive work environment.
Find multiple contact points
Finds work emails, personal emails, direct dials, and cell numbers
Our clients are saying
We value the feedback from our clients, as it helps us continually improve and deliver exceptional service. Here are some testimonials from those.
$
6
2
0
4
6
5
2
7
4
9
.
5
2
6
0
3
7
9
2
8
4
M
Total Insight
"We cut our project delivery time by 30% after switching to Cuppa. The company’s finance team isn’t just responsible for tracking spend they considered the guardians of profitability."
$
6
2
0
4
6
5
2
7
4
2
.
6
2
6
0
3
7
9
2
8
4
M
Total Insight
“We're proud of the strong relationships we've built with our clients. Their testimonials highlight our commitment to quality, reliability, and exceeding expectations. we've built with our clients.
$
6
2
0
4
6
5
2
7
4
1
.
9
2
6
0
3
7
9
2
8
4
M
Total Insight
“Our clients consistently share their positive experiences, highlighting our [mention 2-3 key positive attributes, e.g., collaborative approach, expert guidance, seamless integration]. See what they have to say.”
Simple pricing plan
Accelerate your sales process by automating lead capture, pipeline tracking, and deal management. Focus on selling while we handle the busywork.
Growth
Professional bookkeeping support, powered by Investrio. Best for solopreneurs and growing businesses who want clean books, clear explanations, and confidence, without hiring a full-time bookkeeper.
$399.00
/ Month
Features include:
Dedicated & trained bookkeeping specialist reviews, corrects, and explains your books each month.
Custom chart of accounts based on how your business operates, not a one-size-fits-all setup.
Monthly financial reports delivered by the 10th business day, ready for taxes, planning, or lenders.
Priority Support and access to a real human who understands your numbers.
Upgrade to Investrio Assist and get monthly bookkeeping oversight powered by our AI system
Solo Start
Perfect for getting started
Save up to 15%
$29.99
/ Month
Features include:
AI Bookkeeping Agent: transactions auto-sorted
Invoice Agent: send & track payments
Tax Prep Agent: deduction-ready reports
Vestie CFO: quick insights and answers, anytime
Investrio keeps your business tax-ready, organized, and financially defensible, all year long.
Tax Filing
Designed for full-time solopreneurs and early businesses who want their taxes handled correctly, without stress or surprises.
$750.00
/ Month
Features include:
One experienced accountant handles both sides, so nothing falls through the cracks.
Federal Business Tax - One experienced accountant handles both sides, so nothing falls through the cracks.
State Business Tax Filing - State-level compliance handled based on where you operate.
Delaware Franchise Tax Filing - Included for businesses incorporated in Delaware.
Free Tax Extension (if needed) - Extra time, no penalties, built in.
Expert answers to your questions
Our team of sales management professionals has compiled answers to frequently asked questions on a wide range of topics, providing you with valuable insights.
What exactly does Investrio do?
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.
Who is Investrio built for?
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.
How is Investrio different from QuickBooks?
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.
Do I need accounting knowledge to use Investrio?
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.
How does Investrio handle taxes?
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.
Can I manage both personal and business finances in one place?
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.
How long does setup take?
Most users get up and running in minutes. Connect your accounts, review your transactions, and you’ll start seeing insights almost immediately. Get started for free and upgrade when you’re ready to unlock advanced features like unlimited editing, invoices, and funding opportunities.
Blogs & News
Read the latest blogs and news from Investrio
.png)
.png)
.png)
Grow your business, take back your time.
