The financial platform your business has been missing

Tax savings, cash flow optimization, break-even tracking, and retirement planning in one platform built specifically for service-based business owners.

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Four pillars. One platform.

Everything your business needs to stop leaking money and start building wealth.

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Tax Savings Engine

Our AI scans your financials and surfaces deductions, credits, and entity-structure opportunities you're missing. Most users find $10K+ in savings in the first 30 days.

  • ✓ 50+ deduction categories
  • ✓ Entity structure analysis
  • ✓ Quarterly estimate optimization
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Cash Flow Intelligence

Real-time visibility into money in and money out, with smart forecasting so you can plan ahead instead of reacting to surprises.

  • ✓ Live cash position tracking
  • ✓ 30/60/90-day forecasting
  • ✓ Low-cash alerts
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Break-Even Tracker

Always know exactly how much revenue you need to cover costs. Model different scenarios for pricing, hiring, and growth decisions.

  • ✓ Real-time break-even point
  • ✓ Profit margin by service
  • ✓ What-if scenario modeling
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Retirement Builder

Grow personal wealth while reducing your tax burden. We model the best retirement strategy for your business type and income level.

  • ✓ Solo 401(k) & SEP IRA modeling
  • ✓ Tax-to-retirement optimizer
  • ✓ Retirement timeline projections

Up and running in minutes

1

Connect your accounts

Securely link your bank, accounting software, and payroll through Plaid. Takes about 2 minutes.

2

Get your financial snapshot

Stashr analyzes your data and delivers your first insights within 24 hours, including potential tax savings.

3

Take action and save

Follow prioritized recommendations and watch your savings grow. Stashr keeps optimizing as your business evolves.

Stop leaving money on the table

Join the waitlist and be the first to access the platform when we launch.

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