Fortune App

Fortune App is an accounting platform positioned for small businesses, freelancers, and industry-specific users. The page describes bank-feed sync via Plaid (12,000+ US institutions), transaction categorisation with configurable rules, duplicate detection across linked accounts, and real-time cash-flow monitoring. Income Statement (P&L), Balance Sheet, and Cash Flow Statement reports are stated as available today, and CSV import and a public API are mentioned. Many features are described as coming soon or on the roadmap, including invoicing, expense and receipt OCR capture, payroll integration, and CRM/e-commerce integrations. Multi-currency support covers USD, EUR, GBP, and CAD. Plans are listed starting at $10.99/month with a 30-day free trial and a free tier, and the page states availability in the US and Canada.

Key features

• Bank-feed sync via Plaid for 12,000+ US institutions
• Transaction categorisation with configurable rules
• Duplicate detection across linked accounts
• Real-time cash-flow monitoring and dashboard
• Income Statement, Balance Sheet, and Cash Flow Statement reports
• CSV import with AI-assisted column mapping for PDF statements
• Public API
• Multi-currency support for USD, EUR, GBP, and CAD with daily FX rate refresh
• Custom chart of accounts and transaction rules
• Mobile app for categorising, reconciling, and reviewing balances
• One-click export to CSV and Excel
• Multi-user access and accountant sharing

Best suited for

• Small businesses managing bank-connected bookkeeping
• Freelancers and independent contractors
• Small restaurants, retailers, and service businesses
• Construction firms tracking job-level expenses via categorisation
• Businesses with multi-currency transactions in USD, EUR, GBP, or CAD

Pricing

Starting from $10.99/month for the Basic plan; a $30/month Standard plan is also listed, with annual billing saving 20%, a free tier, and a 30-day free trial.