For Solopreneurs

Your books, done. Know if you made money this month.

Right Money Business is your books. It syncs from your bank, sorts every transaction into a simple cash-basis ledger, lets you share access per account, and gives you a clean year-end tax export. Run it from the app or your own AI.

Sound familiar?

“I have no idea what I can actually pay myself.”

Right Money Business tells you exactly what’s yours — based on your actual revenue.

Three steps. Real clarity.

1

Connect your business bank

Plaid pulls every transaction automatically. Read-only. Bank-grade encryption.

2

AI sorts everything

Every transaction is classified into Revenue, Operations, or yours to keep. Flag anything uncertain, confirm in one tap.

3

Your books stay ready

Your cash-basis ledger stays current, and your year-end tax export is ready when you need it. Ask your AI anytime.

Your business money in three buckets. That's it.

💰

REVENUE

What came in

⚙️

OPERATIONS

What the business needs

🎯

YOURS

What you keep

Share exactly what each person needs.

Invite a partner, a team member, or an advisor and choose which bank feeds or groups they can see, with read-only roles for advisors.

Tax season without the scramble.

Right Money Business is your books: a running cash-basis P&L by tax line — Schedule C, 1120S, or 1065 depending on your entity type — with a readiness check and a clean year-end tax export. Done.

Schedule C1120S (S-Corp)1065 (Partnership)

Simple pricing for serious solopreneurs.

Right Money Business

$99/yr

Billed once a year. Cancel anytime.

  • Unlimited Plaid connections
  • AI transaction classification
  • Cash-basis ledger
  • Year-end tax export
  • Shared access with per-account and per-group permissions
  • Works with your own AI
  • Tax tab (Schedule C / 1120S / 1065)
  • Tax finalization wizard
  • Manual transaction entry
  • Low-confidence review queue
  • Weekly email snapshot
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Questions

Can I try it risk-free?

Yes. Business is $99/yr with a 30-day money-back guarantee, and it includes Right Money Personal.

Is this my books?

Yes. Right Money Business is your books: a simple cash-basis ledger that syncs from your bank, plus a clean year-end tax export. The AI classifies transactions and you confirm anything uncertain.

Can I share access?

Yes. Invite people and choose exactly which bank feeds or groups each person can see.

What entity types do you support?

Sole proprietors (Schedule C), S-Corporations (1120S), and Partnerships/LLCs (1065).

Who built it?

Steve Larsen, CPA, CFP®. It’s built from his years of work with real families and small businesses.

Stop winging it. Know your numbers.

$99/yr, includes Right Money Personal. 30-day money-back guarantee.

Get started