Track it. Sort it. Write it off.
Track it. Sort it. Write it off.
Business finances, made simple.
Business finances,
made simple.
Business finances,
made simple.
Stop spending thousands on bookkeeping. Potion handles everything automatically without the cost, stress, or spreadsheets.
Stop spending thousands on bookkeeping. Potion
handles everything automatically without the cost,
stress, or spreadsheets.
Enter your email
Enter your email
Start for $1
Start for $1
Easy. Instant access
Easy. Instant access
Cancel anytime.
Cancel anytime.
Smart money tools
that work without you
Smart money tools that work without you
Smart money tools that
work without you
Automatic Transaction Sorting
Automatic Transaction Sorting
Connect your bank once. Every transaction is pulled in, cleaned up, and categorized for you.
Smart Write-Off Detection
Smart Write-Off Detection
We find tax-deductible expenses in real time. You approve with a tap.
Invoicing That Just Works
Invoicing That Just Works
Send, track, and manage invoices with ease. Get paid faster — without chasing.
Tax-Ready reports
Tax-Ready reports
Instantly generate clean reports that are always up to date.
MONEY
MONEY
MONEY
MADE EASY.
MADE EASY.
MADE EASY.
Start for $1
Start for $1
Total Earning
$124,50
+3.2%
vs last month
Export Report
CSV File Export
PDF File Export
Automated
Faster
Total Earning
$124,50
+3.2%
vs last month
Faster
Automated
Export Report
CSV File Export
PDF File Export
Automated
Export Report
CSV File Export
PDF File Export
Total Earning
$124,50
+3.2%
vs last month
Faster
Potion does everything for you
Potion does everything for you
Money, made easy
no spreadsheets.
Money, made easy
no spreadsheets.
Money, made easy
no spreadsheets.
Detects income, expenses, and write-offs automatically
Detects income, expenses, and
write-offs automatically
Categorizes every transaction in real-time
Nudges you on overspending, tax breaks, and what to do next
Nudges you on overspending, tax breaks, and
what to do next
Start for $1
All Transactions
Search...
Filter
Short
Download
January, 2025 (12 transection)
Total In :
$396,000.00
Total Out :
$296,000.00
Transaction
Description
Received Date
Bank
Project
Category
Status
+ $96,000.00
ID: 9837oi4jhrt
Discription will be hrer...
12 Feb, 2025
**** 6789
Project name
IT technology
Pending Approval
Fabruary, 2025 (12 transection)
Total In :
$396,000.00
Total Out :
$296,000.00
Transaction
Description
Received Date
Bank
Project
Category
Status
+ $96,000.00
ID: 9837oi4jhrt
Discription will be hrer...
12 Feb, 2025
**** 6789
Project name
IT technology
Pending Approval
March, 2025 (12 transection)
Total In :
$396,000.00
Total Out :
$296,000.00
April, 2025 (12 transection)
Total In :
$396,000.00
Total Out :
$296,000.00
Total Earning
$124,50
+3.2%
vs last month
All Transactions
Search...
Filter
Short
Download
January, 2025 (12 transection)
Total In :
$396,000.00
Total Out :
$296,000.00
Transaction
Description
Received Date
Bank
Project
Category
Status
+ $96,000.00
ID: 9837oi4jhrt
Discription will be hrer...
12 Feb, 2025
**** 6789
Project name
IT technology
Pending Approval
Fabruary, 2025 (12 transection)
Total In :
$396,000.00
Total Out :
$296,000.00
Transaction
Description
Received Date
Bank
Project
Category
Status
+ $96,000.00
ID: 9837oi4jhrt
Discription will be hrer...
12 Feb, 2025
**** 6789
Project name
IT technology
Pending Approval
March, 2025 (12 transection)
Total In :
$396,000.00
Total Out :
$296,000.00
April, 2025 (12 transection)
Total In :
$396,000.00
Total Out :
$296,000.00
Total Earning
$124,50
+3.2%
vs last month
Keep more of what you earn
Keep more of what you earn
More write-offs.
Less waste. Better
clarity.
More write-offs. Less
waste. Better clarity.
More write-offs. Less
waste. Better clarity.
More write-offs.
Less waste. Better clarity.
More write-offs. Less
waste. Better clarity.
More write-offs. Less
waste. Better clarity.
Know where every dollar goes
Know where every dollar goes
Maximize deductions with no effort
Maximize deductions with no effort
Spot bad spending habits before they cost you
Spot bad spending habits before they cost you
Start for $1
Start for $1
Tax time, handled
Tax time, handled
Reports and
records always on hand.
Reports and records always on hand.
Reports and records always on hand.
Reports and records always on hand.
Reports and records always on hand.
Reports and
records always on hand.
One-click reports your accountant will love
One-click reports your accountant will love
Export income, expenses, and deductions instantly
Export income, expenses, and deductions instantly
No mess, no stress, no missing anything
No mess, no stress, no missing anything
Start for $1
Start for $1
Testimonials
The money tool everyone wishes they had sooner.
The money tool everyone wishes they
had sooner.
The money tool
everyone wishes they
had sooner.
Jessica M
Small Business Owner
“I open Potion and instantly know what I made, what I spent, and what I keep.”
Lasagna ya
CEO of NovaTech
“I open Potion and instantly know what I made, what I spent, and what I keep.”
kooky Kaew
Head of Product at FinEdge
“I open Potion and instantly know what I made, what I spent, and what I keep.”
Jessica M
Small Business Owner
“I open Potion and instantly know what I made, what I spent, and what I keep.”
Lasagna ya
CEO of NovaTech
“I open Potion and instantly know what I made, what I spent, and what I keep.”
kooky Kaew
Head of Product at FinEdge
“I open Potion and instantly know what I made, what I spent, and what I keep.”
FAQ
Questions? We've got answers.
Questions? We've got
answers.
What is Potion and how does it work?
Who is Potion for?
Is my financial data safe with Potion?
Can Potion integrate with my existing tools?
What kind of support does Potion offer?
What is Potion and how does it work?
Who is Potion for?
Is my financial data safe with Potion?
Can Potion integrate with my existing tools?
What kind of support does Potion offer?
What is Potion and how does it
work?
Who is Potion for?
Is my financial data safe with
Potion?
Can Potion integrate with my
existing tools?
What kind of support does
Potion offer?
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