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Forget accounting complexity. Get Reports. Anytime. Like a Boss

Generate essential accounting reports instantly.
No manual categorization. No manual reconciliation.
Just analytics and reports, rebuilt to feel like it was meant for the decision-makers.

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Why struggle with accounting?
Your accounting systems should work for you, not the other way around. Fortune is built for speed, helping you get your books in order fast and receive instant financial reports. Make decisions based on real-time data, not just gut feelings.
Back to ReportsIncome StatementDateisSep 24, 2022toSep 24, 2024Filter
Get Accounting analytics and Financial report in seconds with Lightning fast bookkeeping reconciliation
AI Features

Your personal AI accountant

Rule SuggestionRule SuggestionChange the of all transactions namedCategoryUber Canada / Uber TriptoTravelDon’t show this againNoYesRule SuggestionRule SuggestionChange the of all transactions namedCategoryUber Canada / Uber TriptoTravelDon’t show this againNoYesRule SuggestionChange the of all transactions namedCategoryUber Canada / Uber TriptoTravelDon’t show this againNoYes

Save 80% on your book keeping time

Set up rules and automations. We learn from you so you don't have to repeat yourself when reconciling your books.
LinearStripeUber EatsWaymoSlack🖥️SoftwareMay 14🖥️SoftwareMay 13FoodMay 10✈TravelMay 8Categorizing...May 3LinearStripeUber EatsWaymoSlack🖥️SoftwareMay 14🖥️SoftwareMay 13FoodMay 10✈TravelMay 8Categorizing...May 3LinearStripeUber EatsWaymoSlack🖥️SoftwareMay 14🖥️SoftwareMay 13FoodMay 10✈TravelMay 8Categorizing...Categorizing...May 3

Automatically categorizes your expenses for you

No more late nights sorting receipts. Fortune categorizes your expenses, so you can focus on what really matters.
Cashflow for the past monthCashflow for the past monthMFYouHow is my cashflow looking for the past month?Fortune AIIt’s looking good! You’ve earned and spent , putting your total cashflow at .$5,214.12$7,162.98$1,842.12MFYouCan you turn this into a widget for me?Fortune AIFor sure. Here’s your Cashflow widget:Cashflow$5,214.12+167.12 (+12.58%)$7,162.98 in+167.12 (+12.58%)$1842.12 out-52.12 (-3.58%)Add to DashboardMFYouThanks! Here’s some longer question.Ask FortuneAICashflow for the past monthCashflow for the past monthMFYouHow is my cashflow looking for the past month?Fortune AIIt’s looking good! You’ve earned and spent , putting your total cashflow at .$5,214.12$7,162.98$1,842.12MFYouCan you turn this into a widget for me?Fortune AIFor sure. Here’s your Cashflow widget:Cashflow$5,214.12+167.12 (+12.58%)$7,162.98 in+167.12 (+12.58%)$1842.12 out-52.12 (-3.58%)MFYouThanks! Here’s some longer question.Ask FortuneAICashflow for the past monthCashflow for the past monthMFYouHow is my cashflow looking for the past month?Fortune AIIt’s looking good! You’ve earned and spent , putting your total cashflow at .$5,214.12$7,162.98$1,842.12MFYouCan you turn this into a widget for me?Fortune AIFor sure. Here’s your Cashflow widget:Cashflow$5,214.12+167.12 (+12.58%)$7,162.98 in+167.12 (+12.58%)$1842.12 out-52.12 (-3.58%)MFYouAsk FortuneAIFortune AIIt’s looking good! You’ve earned and spent , putting your total cashflow at .$5,214.12$7,162.98$1,842.12

Access to your personal AI accountant

Imagine having an assistant who never takes a day off. With Fortune, your personal AI accountant is always ready to help you.
Features

Put your accounting on auto-pilot

Export your transactions with ease

Your data belongs to you. Export your transactions, whether for tax season, sharing with your accountant, or keeping your records tidy.
FortuneDashboardTransactionsInvestmentsSettingsHide SidebarSupportSign outAsk or search anything...Ask or search anything...Hello, LeoYour cashflow has been steady for the past month.Total Balance (4 accounts)$124,521.12-45.12 (-9.42%)Revolut$73,552.09+2294.00 (+3.12%)Chase Checking$24,119.92+3043.33 (+12.58%)Chase Savings$16,102.84-1584.51 (-9.42%)Revolut Pro$10,746.27+773.74 (+7.21%)Income$16,422.98$1000$750$500$250$0Apr 1Expense$9,172.94+110.07 (+1.17%)$600$450$300$150$0Apr 1Apr 15Apr 29Money Flow$10,948.66Contracts$5,474.32Digital productsCashflow$7250.04+259.55 (+3.58%)$16,422.98 in+890.17 (+5.42%)$9,172.98 out+110.07 (+1.17%)Expenses by categorySoftwareHostingTransportation

An interface that works for you

Fortune is built with accessibility in mind. Use our command tools to find anything without watching a video tutorial.
$1,421.76+167.12 (+12.58%)$1000$750$500$250$0Apr 1Apr 15Apr 29Income + Expense$952.14-45.12 (-9.42%)In$7,162.98+167.12 (+12.58%)Out$165.24+167.12 (+12.58%)$1000$750$500$250$0MarFeb

Cashflow, Income & Expenses Monitoring

Instantly see how money moves in and out, so you're always in control of your finances.
Fortune is made for you
Multi-currency support
Business doesn't stop at borders. Fortune makes it seamless to manage accounts in multiple currencies.
Up to 2 years of transactions data
See your past without limitations. Whether you're reviewing last month's expenses or preparing for tax season, you'll have a clear record to rely on. No guesswork, just data.
Advanced Transaction Search
Stop digging through endless lists of transactions. With advanced search tools, Fortune helps you find exactly what you need in seconds.
Security

Your Data's Safety is Our Top Priority

We understand trust is everything. Security isn't just a checkbox for us—it's our biggest investment. That's why we partner with a global, publicly traded security firm—trusted by some of the world's largest brands—to audit and protect our platform around the clock.
Your Data.Secure.
Built on Plaid
Fortune uses Plaid's battle-tested security standards to safeguard every transaction, employing end-to-end encryption and strictly read-only access.
Fully private
While our team works tirelessly to maintain a safe environment, we never view or access your personal financial details. We're dedicated to respecting your privacy.
Control Over Personal Data
We believe in empowering you with complete control over your data. All of your personal and financial information can be easily exported or permanently deleted at any time.
Small Business Accounting

Subscriptions for Fortune App

Subscriptions for Fortune App include two plans to help
small businesses manage finances efficiently.
Basic
$10.99
/mo
Up to 3 Bank Connections
Available in US and Canada
Automate transaction tracking for ALL your bank accounts
Cashflow, Income and Expenses Monitoring
Unlimited past transactions data
Advanced Transaction search
Setup rules and automations on your transactions
Automatically categorizes your transactions
Multi-currency support
Create and manage unlimited organizations
Share access with your accountant and business partners
Standard
Most Popular
$30
/mo
Everything in Basic
Unlimited bank connections
Access to your personal AI accountant
Export your transactions data in Excel or CSV
Access to Financial Reports and Statements
Advanced cashflow and spend alerts by email and SMS
Premium support
FAQ

You Asked, We Answered

Can't find what you're looking for? Send us your question at support@fortune.app