One financial platform
for everyone.

Personal, business, and nonprofit finances under one login. AI categorization, tax-ready reporting, and an audit agent that catches mistakes before your accountant does.

No credit card required to explore

Dashboard
Income YTD
$0
vs. last period
Expenses YTD
$0
vs. last period
Net
$0
vs. last period
Cash on hand
$0
vs. last period
Cash flow
Last 12 months
12MYTDAll
Expenses by category
This quarter
Payroll42%
Software24%
Marketing18%
Office16%

Connected to the tools your finance stack already runs on

QuickBooksXeroStripeGustoHighLevelHubSpotSalesforceBloomerangQuickBooksXeroStripeGustoHighLevelHubSpotSalesforceBloomerang
01 / Freelancers

Built for Freelancers

Schedule C prep, quarterly taxes, 1099 tracking, mileage, and personal + business under one login.

Learn more
02 / Small business

Designed for SMBs

QuickBooks & Xero sync, full chart of accounts, journal entries, balance sheet, and tax compliance.

Learn more
03 / Nonprofits

Made for Nonprofits

Donor management, pledges, campaigns, fund accounting, Form 990 prep, and CRM sync.

Learn more
— What's inside

Three surfaces. One ruthlessly elegant core.

Net YTD
$0
Burn
$0
Runway
0 mo
01Reporting

A boardroom view of every dollar.

Real-time KPIs, cashflow, and runway across all your entities. Drill from a number to the underlying transaction in two clicks.

  • P&L, balance sheet, cash flow
  • Consolidated multi-entity view
  • Export to PDF, CSV, or Excel
This week
3 duplicates auto-merged
1 receipt awaiting upload
Categories: 142 / 142
02Intelligence

An audit agent that never sleeps.

Saevel's AI inspects every transaction the moment it lands — flagging duplicates, miscategorizations, and missing receipts before you ever open the app.

  • Weekly written audit summary
  • 95%+ categorization accuracy
  • Anomaly + duplicate detection
Spring Campaign
+12%
$0
of $200,000
03DonorFlow

Where mission meets ledger.

Track donors, pledges, and campaigns alongside your books. Every gift posts to the right fund automatically and is acknowledged within minutes.

  • Donor CRM with pledge tracking
  • Fund accounting + Form 990
  • Auto-acknowledgments + receipts
— For freelancers

A tax suite that preps itself.

Schedule C, quarterly estimates, 1099s, mileage, and home office — running quietly in the background while you do the work that pays.

Receipt OCR
01
Snap. Match. Filed.

Photograph any receipt; we extract vendor, amount, tax, and category and match it to the right transaction in seconds.

Mileage
02
Every trip, deductible.

Auto-detect business drives, log the IRS standard rate, and export an audit-ready mileage log at tax time.

Home office
03
The square-footage shortcut.

Simplified and actual-expense methods, calculated both ways, with the larger deduction surfaced automatically.

Freelancer tax suite
Q2 Tax due
$0
Mileage YTD
$0
Home office
$0
— The details

Engineered for the moments that matter.

Period locks at the database. Audit trails on every field. Permissions that match how your team actually works.

— Live ledger

Every transaction, enriched on arrival.

Live transactions feed

AI tags merchant, category, and tax treatment within seconds of a transaction hitting your bank.

Close, faster
0%

less time spent on month-end close. Hours, not days.

Receipt OCR
— Receipt OCR

Photograph it.
We'll do the rest.

Vendor, amount, tax, category — extracted and matched to the right transaction automatically.

Fund accounting
— Fund accounting

Restricted funds,
respected by design.

Every donation lands in the correct fund. Statement of Activities renders the moment you ask.

Built for trust

SOC 2 Type II. End-to-end encrypted.

CPA share

Send a read-only link. No login. Revoke anytime.

saevel.com/s/k9x2abCopy
How we compare

Saevel vs. QuickBooks & Xero.

Built for the way modern operators actually work — across personal, business, and mission in one place.

FeatureSaevelQuickBooksXero
Multi-entity & access
Personal + business + nonprofit in one login
Unlimited entities includedPer-entity feePer-entity fee
Unified cross-entity reporting
CPA read-only share link (no login)
Granular team permissions
AI & automation
AI auto-categorization (learns your rules)BasicBasic
Weekly AI audit agent
Receipt OCR + auto-match
Natural-language transaction search
Anomaly & duplicate detection

Comparison reflects publicly listed features as of June 2026. Trademarks belong to their respective owners.

Pricing

Plans for every stage.

Solopreneur

Solopreneur

$29/ month
  • Single user, personal + business in one login
  • Bank sync + AI categorization
  • Schedule C, quarterly taxes, 1099-NEC issuance
Most popular
Most popular

Small Business

$99/ month
  • Everything in Solopreneur, plus:
  • Multiple seats + role-based permissions
  • QB / Xero sync, balance sheet, JEs, chart of accounts
  • Contractor + vendor tracking, W-9, 1099 distribution
Nonprofit

Nonprofit

$199/ month
  • Everything in Small Business, plus:
  • Restricted + unrestricted fund accounting
  • Donor + pledge tracking, acknowledgments, year-end receipts
  • Grant + campaign tracking, restricted-fund misuse alerts
  • CRM integration (HighLevel live; HubSpot / Salesforce / Bloomerang in progress)
  • Form 990 Parts VIII, IX, X prep + audit-ready reporting
  • 501(c)(3) special pricing available -- contact sales
Customers

Teams running cleaner books.

"Saevel replaced three tools and a spreadsheet. Our books close in days, not weeks."
Maya Chen
Founder, Lumen Studio
"The audit agent caught two duplicate invoices in my first month. Paid for itself instantly."
Daniel Ortiz
Operations, Bricklayer Co.
"DonorFlow finally lets us run our nonprofit and our books from the same place."
Priya Patel
Executive Director, Verdant Fund
FAQ

Common questions.

Bank sync, AI categorization, receipts, audit agent, dark mode + PWA, team roles, period locking, audit trail, weekly digest, and CPA share link.

Yes. Bidirectional syncs run independently and are configured per entity.

Pick a plan and start using Saevel. No trial period, no credit card games -- pay for the plan that fits, change anytime.

Yes. Plan changes prorate immediately and take effect on the next billing cycle.

Verified 501(c)(3) organizations get 30% off the Nonprofit plan. Contact sales to apply.

SOC 2 Type II, AES-256 at rest, TLS 1.3 in transit, daily backups, and granular role-based access.

Ready to simplify your finances?

Start free. No credit card required.