Transactions
All transactions together
Track all your business expenses in one place.
Transactions
All transactions together
Track all your business expenses in one place. Automatically sync and categorize transactions from your bank accounts.
All business transactions
All your business payments are automatically collected from connected accounts and kept in a single unified list.
Transactions
| Date | Description | Amount | Category |
|---|---|---|---|
| Sep 10 | Office Supplies Co. | -$45.20 | Office Supplies |
| Sep 10 | Cloud Services Inc. | -$89.00 | Software |
| Sep 09 | Freelance Payment | +$1,200.00 | Income |
| Sep 09 | Marketing Agency | -$350.00 | Marketing |
| Sep 08 | Software Subscription | -$24.00 | Software |
| Sep 08 | AWS | -$1,820.50 | Infrastructure |
| Sep 07 | Stripe Payment | +$2,450.00 | Income |
| Sep 07 | Figma | -$225.88 | Office Supplies |
| Sep 06 | Webflow | -$176.36 | Software |
| Sep 06 | GitHub | -$44.00 | Software |
| Sep 05 | Notion | -$120.00 | Software |
| Sep 05 | OpenAI | -$89.50 | Software |
| Sep 04 | Vercel | -$299.00 | Infrastructure |
| Sep 04 | Adobe | -$649.00 | Software |
| Sep 03 | Client Invoice | +$8,500.00 | Income |
Categorized and reconciled at scale
Transactions are automatically categorized and reconciled in bulk, so you can review, correct, and export everything in minutes.
Transactions
Everything you need to run your business
Invoicing, transactions, time tracking, customers, and files — all connected in one system.
The bill for manual work.
Every repetitive task has a cost in hours. See what your week loses — and what Valerium gives back.
Your books close themselves.
Receipts, invoices, and transactions stay organized automatically so your books are always ready when you need them.
- Transactions from all your accounts via Open Finance are categorized and reconciled automatically
- Receipts and invoices are pulled from email and payments, then matched to transactions
- Clean records across all connected accounts
- Taxes are tracked per transaction
- Export-ready for your accounting system
Works with the tools you already use
Connect your banks, email, payments and accounting software in minutes.
Pricing that matches how you run your business
Start simple, upgrade when your workflow gets more complex.
Implementation fee · $350 (one-time)
Charged now upon activation. Monthly starts in 30 days.
Starter
To start organizing your finances
2 accounts
Open Finance accounts
25 credits
AI credits/mo
Unlimited
Integrations
48h support
Support
- Open Finance — automatic bank sync
- Unlimited invoices + card billing
- CRM, contracts and customer management
- Inbox + receipt reconciliation
- Live financial metrics and reports
- Time tracking and multi-currency
- AI assistant + unlimited integrations
- API, CLI and MCP
- 2 users included
Pro
To grow with AI and automation
10 accounts
Open Finance accounts
100 credits
AI credits/mo
Unlimited
Integrations
Priority 24h
Support
- Everything in Starter, with higher limits
- Advanced metrics + revenue forecasting
- Advanced AI reasoning (deep analysis)
- White-label customer portal
- Invoice templates + custom categories
- Automatic customer enrichment
- Shareable report and document links
- 10 users included
- Priority support (24h)
Ultimate
For tailor-made operations
On request
Open Finance accounts
On request
AI credits/mo
Unlimited
Integrations
12h SLA
Support
- Everything in Pro, tailored
- Custom limits and modules
- Users on demand
- Dedicated onboarding
- 12h SLA
Compare our plans
See what each plan unlocks and pick the one that fits you best.