Multi-entity books
Personal and business stay siloed, with a roll-up that still tells the truth. License each entity monthly or yearly—add another when you open a new set of books.
Books · Invoices · Sync
Finance software with heat and rigor.
Copper is multi-entity bookkeeping for people who run more than one set of books—personal, business, and everything in between. Start with one entity; add more when you need them.
Everything in one forge.
One workspace for the register, invoices, and the bank—without losing the line items.
Rules that stick
Teach the app how you name things; it applies categories across past and future imports—your way, at scale.
Invoices & portal
Send invoices, take Stripe or PayPal, or share bank-transfer details. Customers pay in a portal with receipts and saved cards.
Budgets that breathe
Monthly or yearly targets per category—compare plan to actuals from the same ledger.
Reconcile with confidence
Statement balance vs register—spot drift before it becomes a year-end project.
Import without the scramble
Bring statements from CSV, Excel, OFX/QFX, QIF, plain text, even PDFs or screenshots when configured—then review before anything hits your books. Optional Plaid or Teller sync keeps the register moving.
From first payment to a living ledger.
License, import, then invoice—you’re never guessing where you left off.
01
License & provision
Choose monthly or yearly for your first entity, pay the invoice, and your account is created automatically.
02
Connect & import
Add accounts, upload files, or link a bank—your data lands in one structured place.
03
Bill & watch
Send invoices, reconcile, and budget from the same books as life happens.
Monthly or a 12-pack.
Two products, one credit pool. The 12-pack is a lower rate for prepaid entity-months — use them as 1×12, 2×6, or any mix.
Monthly
$12.00 / entity-month
1 entity · 1 month. Optional auto-renew. Same credit pool as the 12-pack.
Start monthlyLower per-month rate
12-pack
$120.00 / pack
12 entity-months prepaid (vs $144.00 monthly). One entity for a year, or two for six months — flex pool.
Buy 12-packMultiple entities
Each owned entity uses one credit per calendar month. Buy more monthly entity-months, or more 12-packs.
- 2 entities monthly — $24.00/month
- 2 × 12-pack — $240.00 for 24 credits (e.g. two entities for a year)
- 1 × 12-pack — also covers two entities for six months
Pay by card (Stripe or PayPal) or bank transfer. If credits run out, those entities pause after a short grace period—other licensed entities stay available.