For business
Compare multiple entities without mixing their books.
Organize eligible business entities separately, then view a consolidated operating picture when needed.
Read-only financial connections · Built with privacy in mind · Your financial data is never sold
Monthly intelligence
September is trending $824 higher than your six-month average.
Why?
Dining is +$412, Amazon is +$281 and your auto insurance increased $24.
Ask MonthlyIQ
Entity boundaries
Keep accounts, vendors and reporting assigned to the right business.
Consolidated visibility
See operating trends across entities without merging source records.
Scalable access
Pair entity scope with team roles and accountant access.
Questions
- Does MonthlyIQ replace accounting software?
- No. It provides financial visibility and decision support; it does not replace your general ledger.
Privacy & AI
Built for financial data this sensitive.
Your data isn't the product.
MonthlyIQ does not sell your personal information or use financial data for targeted advertising.
Minimum necessary AI context.
Only information needed to provide the requested AI functionality is sent to our approved AI service provider.
You can correct MonthlyIQ.
Your corrections override automated classifications.
You remain in control.
Disconnect accounts or delete your data when you choose.
MonthlyIQ is an AI financial assistant — not a financial adviser, investment adviser or autonomous decision-maker. AI results are informational; estimates are labeled and supporting transactions are always inspectable. Privacy policy · Subprocessors