Investrio provides AI-powered bookkeeping and financial management specifically designed for solopreneurs, freelancers, and independent professionals. The platform automates transaction categorization, invoicing, and expense tracking to significantly reduce administrative time. It offers proactive insights and a unified dashboard connecting business and personal accounts to improve profitability and access funding opportunities.
Funding
$120K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Solopreneurs and small business owners often struggle to manage both personal and business finances effectively, leading to difficulties in tracking income, expenses, and overall cash flow. Traditional accounting software typically focuses solely on business finances, leaving a gap in managing the complete financial picture for these individuals.
Solution
Investrio is a financial management platform designed to integrate personal and business finance tools, providing solopreneurs with a unified view of their financial landscape. The platform enables users to track income, expenses, and cash flow in one application, offering features for budgeting, tax planning, and identifying funding opportunities. By combining personal and business finance management, Investrio simplifies financial oversight and empowers users to make informed decisions, optimize tax strategies, and discover tailored funding options.
Target Audience
Investrio primarily targets solopreneurs, freelancers, consultants, and small business owners who need a comprehensive solution for managing both their personal and business finances in one place.
Features
- Unified dashboard for tracking both personal and business income and expenses
- Automated expense categorization and budget setting tools
- Tax deduction identification and tax season optimization features
- Smart Suggestions providing personalized financial insights
- Grant, loan, and funding opportunity discovery tailored to user profiles
- Secure data encryption to protect financial information