One financial platform
for everyone.
Personal, business, and nonprofit finances under one login. AI categorization, tax-ready reporting, client metrics and KPIs, an audit agent that catches mistakes before your accountant does, and Savvy, an AI accountant who knows your books.
Founder pricing from $19/month, locked for 12 months
Connected to the tools your finance stack already runs on
Built for Freelancers
Schedule C prep, quarterly taxes, 1099 tracking, mileage, and personal + business under one login.
Learn moreDesigned for SMBs
Client MRR and lifetime value, custom KPIs, QuickBooks & Xero sync, journal entries, and a full chart of accounts.
Learn moreMade for Nonprofits
Donor management, pledges, campaigns, fund accounting, Form 990 prep, and CRM sync.
Learn moreThree surfaces. One ruthlessly elegant core.
A boardroom view of every dollar.
Cash flow and your own KPIs for each set of books. Drill from a number to the underlying transaction in two clicks.
- P&L, balance sheet, cash flow
- Consolidated multi-entity view
- Export to PDF or CSV
An audit agent that never sleeps.
Saevel's AI reviews your transactions every day, flagging possible duplicates, miscategorizations, and missing receipts for you to resolve. It never changes your books on its own.
- Daily review of new transactions
- AI suggests categories, you confirm
- Search your books in plain English
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
Know which clients keep you growing.
MRR, lifetime value, and churn risk for every client, plus a KPI scorecard with monthly targets. No spreadsheet, no separate analytics tool.
Saevel reads your paid invoices and finds the clients who pay you every month, so MRR is a number you see, not one you calculate.
Lifetime revenue, amount owed, client since, and last paid date for each client, from invoices made in Saevel or synced from Stripe and HighLevel.
A client whose last paid invoice is more than 45 days old shows as at risk, and after 90 days as churned, so you know who to call.
Set monthly targets for revenue, MRR, or new clients, filled in from your books, or track leads, calls, and close rate by hand.
Included on Small Business and Nonprofit plans.
Your AI accountant, inside your books.
Savvy is an expert bookkeeper who lives in every account. Ask her anything about your money or about Saevel, by typing, or out loud in Chrome, Edge and Safari.
Ask how last quarter went, who still owes you, or where the money went. Savvy reads your P&L, balance sheet, and transactions before she answers.
She explains what's deductible for your type of business, spots expenses filed in the wrong place, and flags savings to raise with your CPA.
Savvy drafts recategorizations, invoice payments and, on Small Business and Nonprofit plans, journal entries. Nothing touches your books until you approve it.
On every plan, with a monthly message allowance. Savvy explains and suggests; for tax filings, your CPA has the final word.
Need a human? Hire one here.
When Savvy isn't enough, bring in a bookkeeper or CPA without leaving Saevel. And if you are one, this is where clients find you.
Hire an accountant who works in your books.
- Bookkeepers, CPAs and tax pros, each checked by Saevel before they're listed.
- Pay a fixed price, a monthly fee or by the hour, by card through Saevel.
- Your pro works inside your Saevel account, so there's nothing to export or send.
List your services. Clients come to you.
- No plan to buy. Apply with your credentials, and Saevel checks them before your profile goes live.
- Set your own prices and services. Clients request you, and you accept the work you want.
- Clients pay by card. Stripe pays you out, and Saevel keeps 15% of each payment.
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.
Photograph any receipt; we extract vendor, amount, tax, and category and match it to the right transaction in seconds.
Log business drives at the IRS standard rate and export an audit-ready mileage log at tax time.
Simplified and actual-expense methods, calculated both ways, with the larger deduction surfaced automatically.
Engineered for the moments that matter.
Period locks at the database. Audit trails on every field. Permissions that match how your team actually works.
Every transaction, enriched on arrival.
AI tags merchant, category, and tax treatment within seconds of a transaction hitting your bank.
less time spent on month-end close. Hours, not days.
Photograph it.
We'll do the rest.
Vendor, amount, tax, category — extracted and matched to the right transaction automatically.
Restricted funds,
respected by design.
Every donation lands in the correct fund. Statement of Activities renders the moment you ask.
Encrypted at rest. Encrypted in transit.
Send a read-only link. No login. Revoke anytime.
Everything else your books need.
Send invoices, get paid online.
Branded PDF invoices, emailed from Saevel, with a page where clients pay by card through Stripe.
Know what you owe.
Track bills with aging, and match payments to the bank transactions that paid them.
Catch the charges you forgot.
Recurring charges found in your bank feed, with alerts for price hikes and for anything that keeps billing after you cancel.
Bring every account in.
Live bank sync, plus CSV and OFX import with duplicate detection, so nothing is counted twice.
Tie out to the statement.
Reconcile each account against its bank statement, down to the cent.
Invoices sync themselves.
Invoices and customers from Stripe and HighLevel come in every six hours, ready for reports and client metrics.
Contractors, handled.
Track W-9s on file, see who crosses the 1099 threshold, and produce 1099-NEC forms at year end.
Lock the books.
Close a year when it's done, on a calendar or fiscal year, so nothing changes after your CPA signs off.
Grants, campaigns, donation pages.
Public donation pages, grant and campaign tracking, and acknowledgment letters that send themselves.
Saevel vs. QuickBooks & Xero.
Built for the way modern operators actually work — across personal, business, and mission in one place.
| Feature | Saevel | QuickBooks | Xero |
|---|---|---|---|
| Multi-entity & access | |||
| Personal + business + nonprofit in one login | |||
| Multiple entities in one subscription | 3 included | Per-entity fee | Per-entity fee |
| Unified cross-entity reporting | |||
| CPA read-only share link (no login) | |||
| Granular team permissions | |||
| Client metrics & KPIs | |||
| MRR and lifetime value per client | |||
| At-risk and churned client status | |||
| Custom KPIs with monthly targets | Advanced plan | ||
| Recurring charge (subscription) tracker | |||
Comparison reflects publicly listed features as of October 2026. Trademarks belong to their respective owners.
Plans for every stage.
Solopreneur
- Personal finances + 2 solopreneur businesses
- 1 user + free CPA access
- Bank sync, AI categorization, receipt scanning
- Invoicing, P&L, balance sheet, AI audit agent
- Savvy, your AI accountant: 100 messages a month
- Schedule C, quarterly taxes, W-9 + 1099-NEC
Small Business
- Everything in Solopreneur, plus:
- Personal finances + 2 businesses of any type
- Add more businesses for $15/mo each
- Up to 3 users with role-based permissions
- QuickBooks + Xero sync
- Journal entries + custom chart of accounts
- Combined reporting across every business
- Client metrics: MRR, LTV, and at-risk clients
- Custom KPIs with monthly targets
- 500 Savvy messages a month
Nonprofit
- Everything in Small Business, plus:
- Nonprofit + 1 related organization + personal finances
- Up to 5 users for staff, treasurer, and board
- 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
- 500 Savvy messages a month
Teams running cleaner books.
"Saevel replaced three tools and a spreadsheet. Our books close in days, not weeks."
"The audit agent caught two duplicate invoices in my first month. Paid for itself instantly."
"DonorFlow finally lets us run our nonprofit and our books from the same place."
Common questions.
Solopreneur is for freelancers and sole proprietors who file a Schedule C. Small Business is for LLCs, S-corps, partnerships, and teams that need more users, QuickBooks or Xero sync, and full accounting tools. Nonprofit adds fund accounting, donors, grants, and Form 990 prep.
Each set of books: a sole proprietorship, an LLC, a corporation, or a nonprofit. Every plan includes your personal finances. Solopreneur adds 2 solopreneur businesses, Small Business adds 2 of any type, and Nonprofit adds your nonprofit plus 1 related organization.
On Small Business and Nonprofit, yes, for $15/month each. Solopreneur includes 2 businesses; to add more, upgrade to Small Business.
Solopreneur includes 1 user, Small Business up to 3, and Nonprofit up to 5, each with role-based permissions. Every plan also includes free access for your CPA.
Early customers pay the founder rate, locked for 12 months while the subscription stays active. After launch, new customers pay the regular price.
Yes, on Small Business and Nonprofit. Each sync runs on its own and is set up per business.
Pick a plan and subscribe. There's no trial period. You're billed monthly and can change plans anytime.
Yes. Plan changes take effect on your next billing cycle. If a downgrade puts you over the new plan's limits, everything you have stays open and keeps working. You just can't add more until you're back under. Nothing is locked or deleted.
From your invoices: ones you create in Saevel, and ones synced from Stripe or HighLevel. Saevel works out each client's MRR, lifetime value, and whether they're active, at risk, or churned. KPIs like income, expenses, and new clients fill in from your books, and you can add your own, like leads or calls booked. Both are on Small Business and Nonprofit.
AES-256 encryption at rest, TLS 1.3 in transit, daily backups, and granular role-based access.
Ready to simplify your finances?
Founder pricing from $19/month, locked for 12 months.