Subscriptions you're not using
Recurring charges are identified and annualized so you can see what they're really costing you.
For practice owners who already have an accountant
Upload statements or connect the cards you already have. Annalis splits business from personal, reconciles every PDF against the total the issuer printed, and puts a dollar amount on unused subscriptions, price increases, and fees. Your accountant gets a read-only login. Nothing about your bank or your CPA has to change.
One practice found $600 in unused subscriptions in the first five minutes. That was ours.
It analyzes your financial activity to find the things worth your attention — and puts a dollar amount behind them.
From a real account
One of our first businesses connected its accounts to Annalis. Within five minutes, Annalis found two subscriptions employees were no longer using.
One had been running for years under a mistyped email address — so the business wasn't even receiving the invoices. Both were cancelled immediately.
Annalis went on to identify
$17,277
in potential annual savings opportunities.
From one business.
What it finds
Recurring charges are identified and annualized so you can see what they're really costing you.
Annalis compares what you're paying the same vendors over time.
See how much you're actually spending on interest, annual fees and other financial costs — and where there may be a better option.
Duplicate transactions, unusual spending and personal expenses mixed onto business accounts are surfaced for review.
Annalis identifies transactions and patterns that may deserve a second look — from card and rewards strategy to potential accounting or tax opportunities worth discussing with your accountant.
What to do, not just what happened.
How it works
There is nothing to buy upfront.
01
Securely connect your business bank and card accounts, or upload your statements.
02
Annalis examines your financial activity for unnecessary spending, rising costs, unusual transactions and financial opportunities.
03
See how many opportunities Annalis identified — and their potential value.
04
Subscribe to see exactly what Annalis found, why it matters and what you can do about it.
No credit card required.
Answers, not dashboards
Your business doesn't need more financial data. It needs answers.
Instead of
"Software expenses increased 18%."
Annalis tells you
"Your software spending increased $8,420 this year. Three vendors account for 91% of the increase."
Instead of
"Interest expense: $23,412."
Annalis tells you
"You paid $23,412 in interest over the past 12 months. These accounts are responsible for most of it."
Annalis tells you what changed, why it matters, and what deserves your attention.
Continuous
Finding something once is useful. But your business changes every day.
Nothing drifts unnoticed. Annalis continuously analyzes your finances and surfaces the things worth your attention — month after month.
Large companies have finance teams continuously analyzing revenue, spending, margins and cash flow. Most small businesses don't.
Annalis brings that financial intelligence to every business. See how your business is changing month to month, quarter to quarter and year to year — and know what to do about it.
Frequently asked questions
Annalis is financial intelligence for small businesses. It analyzes your business finances to find unnecessary spending, rising costs, unusual activity and financial opportunities worth your attention.
No. Annalis works alongside the bank accounts, credit cards and accounting tools you already use.
No. Your accountant handles your accounting and tax matters. Annalis helps you understand what's happening across your business finances and surfaces things that may deserve your or your accountant's attention.
No. Annalis may identify transactions or patterns that warrant accounting or tax review. Tax treatment should be confirmed with your tax professional.
No. Connect the accounts you already use.
No. You can connect supported bank and card accounts securely, or upload statement PDFs.
Bank connections are read-only. Annalis can see the financial information needed to provide the service, but cannot move your money. Learn more about security & privacy
Free to see what Annalis finds. Books, reports, CSV, and your accountant’s login stay free for good. If you want every finding in full, it is $99 a month or $799 a year. A free account can connect two institutions, with a live feed for 28 days each. Uploading statements is free without limit.
Connect your business for free and let Annalis find out.
No credit card required.