Multi-entity clarity
Silos for personal and business, with a roll-up that still tells the truth. No more spreadsheet archaeology.
Ledger · Budget · Sync
Finance software with heat and rigor.
Copper brings entities, transactions, categories, and budgets into one calm workspace—so you can see the whole picture without losing the line items.
Everything in one forge.
A single place to reconcile reality with your register—whether you type it in or pull it from the bank.
Rules that stick
Teach the app how you name things; it applies categories across past and future imports—your way, at scale.
Transfers & links
Pair legs across accounts so transfers don’t look like mystery meat.
Budgets that breathe
Monthly or yearly targets per category—compare plan to actuals from the same ledger.
Reconcile with confidence
Statement balance vs register—spot drift before it becomes a year-end project.
Import without the scramble
Bring statements from CSV, Excel, OFX/QFX, QIF, plain text, even PDFs or screenshots when configured—then review before anything hits your books.
From "IDK" to "I DO".
Three beats. You’re never guessing where you left off.
01
Connect & import
Add accounts, upload files, or link a bank—your data lands in one structured place.
02
Categorize & rule
Assign categories, set rules, and fix the odd row—inline, without losing context.
03
Budget & watch
Layer budgets on top of real spending and adjust as life happens.