One goal. Every business. Always on pace.
Your Year-End Goal, front and center
Set one number for the year, for each business or all of them together. Yegly shows your pace, what each month needs, and celebrates every milestone.
- Milestones at 25, 50, 75 and 100%
- Needed per month and per week to hit it
- Your own target date if your year ends early
Every business, one total
Connect each business's bank account. Yegly keeps them separate and adds up the revenue, so your goal is measured against your real number.
- Revenue for every business, side by side and added up
- Transfers between your own accounts and loans never count as revenue
- Expenses, profit and net worth when you want the full picture
Every bill and subscription, found for you
Yegly spots recurring charges across all your businesses — leases, software, insurance, loans — and what's due in the next two weeks.
- Monthly and yearly cost of everything recurring
- Price increases and duplicate tools flagged
- Recurring income from clients and tenants too
A task board for every business and project
Plan the work behind your number. Each business and project gets its own board, shared only with the people you invite.
- Drag cards from To do to In progress to Complete
- Add a task in seconds: press N, type it, hit Enter
- Owners, due dates and checklists, with late tasks flagged
Yegly AI tells you what to do next
Ask "am I on track?" and get more than a summary: the gap to your goal, what each month needs, and the moves that close it.
- "Collect $12,400 from 2 overdue invoices to stay on pace"
- Which clients to upsell or win back, by name
- Quarterly tax estimates, so April isn't a surprise
Will you hit your number?
Enter your year-end revenue goal and what you've earned so far. See your pace and what each month needs from here.
A simple average of your months so far, not a forecast. Nothing you enter leaves this page.
Set your goal. Connect your banks. Watch it add up.
Set your YEG
Pick your Year-End Goal — the number you want to hit by December 31. That's your why.
Connect every business
Link each business's bank in a few clicks through Plaid. Read-only, and each stays separate.
Know your number
See your total, your pace and what each month needs — and celebrate every milestone you unlock.
When you hit it, Yegly celebrates with you.
Goals are easier to chase when every step counts. Unlock milestones as you go — and get the hooray you earned when you hit your number.
Your money data, handled with care.
Yegly reads your numbers so you can understand them. It never moves money, and you stay in control of every connection.
Read-only bank links
Banks connect through Plaid. Yegly sees transactions and balances — never your bank password — and can't move money.
Encrypted connections
Bank access tokens are encrypted before they're stored, and everything travels over HTTPS.
Only real revenue counts
Transfers between your own accounts, loans and owner deposits never count as revenue, so your number stays honest.
Sign in with Google
No new password to remember. Your account is protected by the Google sign-in you already use.
You stay in control
Disconnect a bank anytime. We don't sell your information.
Built for owners who wear more than one hat.
The agency, the brand, the rental.
Each business stays separate. You still see one honest total, with transfers between your own accounts counted once.
- Agency$420,000
- Online shop$118,000
- Rental$64,000
Multiple locations, one total.
See each location on its own and the grand total that pays payroll, against one Year-End Goal.
- Sunrise Home Care$419,037
- Sunrise Eastside$168,723
- Private-pay clients42 active
Retainers, projects and pipeline.
Know what each client earned, what is owed and what is still coming, before the month ends.
- Monthly retainers$28,400
- Projects incoming$46,000
- Overdue invoices$12,400
Rents, flips and real profit.
Rental income, flip budgets and partner payouts sit next to everything else you own.
- Rent collected$5,350 / mo
- Flip profit, projected$38,500
- Partner payout$12,000
What you really take home.
Uber, Lyft, DoorDash and Instacart in one place, after gas and fees, with taxes set aside.
- Uber + Lyft$820
- DoorDash + Instacart$580
- Gas and costs−$300
One price for every business you own.
Priced by business, with unlimited bank accounts on every plan. Yegly works alongside your accountant's software, not instead of it.
Starter
For one business or a side hustle.
1 business · 3 people
$99 billed yearly, instead of $144
- Every feature, including Yegly AI
- Year-End Goal with your real pace
- Unlimited bank accounts
- Task Board: unlimited projects
- Profit & Loss (P&L) statement exports
Pro
For agencies and owners running 2 or 3 businesses.
Up to 3 businesses · 3 people
$348 billed yearly, instead of $468
- Everything in Starter, for up to 3 businesses
- One combined total across your businesses
- 3 people included, $5/mo per extra
- AI reads receipts and invoices
- HighLevel integration
- Priority support
Portfolio
For Founders with 3+ businesses.
Unlimited businesses · 3 people
$828 billed yearly, instead of $1,068
- Everything in Pro, for every business you own
- Unlimited businesses
- The most Yegly AI deep answers
- Project budgets: lender vs. actual, partner payouts
- Dedicated account manager
Every feature, 3 people and unlimited bank accounts on every plan. Need more people? Add anyone for $5/month. Compare every plan and see the full bill →
14-day free trial with a card; we remind you before you're charged. Cancel anytime. Prices in USD. Every feature on every plan. Special-deal prices stay locked while you stay subscribed. Bank connections and Yegly AI are subject to fair use.
Good to know
What does Yegly mean?
It comes from YEG — Year-End Goal. Every owner has a number they want to hit by December 31. Yegly adds up all your businesses and shows you whether you'll get there.
Is my bank information safe?
Yes. Yegly connects to your bank through Plaid, the service thousands of financial apps rely on. A connection only happens with your permission, and you can stop sharing at any time. Plaid protects your data with AES-256 encryption and Transport Layer Security (TLS), requires multi-factor authentication inside its systems, and its security team monitors its API around the clock. Security researchers and banks regularly audit its controls. The connection is read-only: Yegly sees transactions and balances, never your bank password, and it can't move money. See how Plaid handles your data.
Do my businesses get mixed together?
No. Each business has its own view with only its own accounts. The combined view adds them up — and counts money you move between your own businesses only once.
Can I try it before I sign up?
Yes — the demo is a real Yegly account filled with sample data for a fictional owner. Click around, ask Yegly AI a question, and see how it works. Nothing you do there is saved.
Can I start now, and what does it cost?
Yes. Yegly is open now: start with a 14-day free trial, and your card isn’t charged until it ends. On a yearly plan, Starter is $99/yr, Pro is $348/yr and Portfolio is $828/yr. Month to month, they are $12, $39 and $89. Every feature is on every plan; plans differ by businesses, AI depth and support. Pay yearly by December 31, 2026 and you get two extra people free and your price locked for as long as you stay.
How many people can use one account?
Every plan includes 3 people. Add more to any plan for $5/month each. Every plan also includes a free, view-only seat for your accountant or CPA, forever.
Is there a limit on bank accounts?
No. Every plan, including Starter, lets you connect as many bank accounts as you need: checking, savings, credit cards and loans. Plans are priced by the number of businesses, not the number of accounts.
Is Yegly accounting software?
No. Accounting software keeps your books for taxes. Yegly tracks your revenue across every business and tells you whether you'll hit your year-end goal, and what it will take. Most owners use both: your accountant keeps the books, and Yegly keeps you on pace. Your accountant even gets a free view-only seat.
Does Yegly replace my bookkeeper or CPA?
No — it helps you see where you stand every day and prepares cleaner numbers for them. Tax estimates from Yegly AI are estimates, not tax advice.
Know your number.
Chase your why.
- Every business, added up
- What each month needs to hit your goal
- Every recurring charge, so you can cancel what you don't use
Special deal: pay yearly by December 31, 2026 and get two extra people free with your price locked, first 1,000 accounts. Your card isn’t charged until the 14-day trial ends.