The financial clarity every working business owner deserves.
You built a business. You did not sign up to spend Sundays reconciling bank statements or chasing down which receipt belongs to which charge. Steward handles that — every day, automatically, so you always know exactly where your money is.
Start my free trialSolopreneurs and freelancers
One-person operations billing clients, tracking project costs, and managing their own taxes without a bookkeeper.
Small business owners (1–10 employees)
Growing businesses earning $50K–$500K/year who need real financial oversight but cannot justify a full-time CFO.
Already using QuickBooks or a bank account
Steward works alongside your existing accounts — it connects to your bank and reads your transactions without replacing your existing setup.
Receipt matching
Every receipt paired to its bank charge automatically.
Bank reconciliation
Daily sync with your accounts — no manual imports.
Expense auditing
Variance flagged before it becomes a problem.
Cash flow forecast
13-week rolling projection, updated each day.
Three things Steward does while you run your business.
Drop receipts here or click to upload
PDF, JPG, PNG — any format
Vendor
Office Depot
Amount
$84.37
Date
07/08/2025
Category
Office Supplies
Matched to bank debit — Chase ****4821, 07/08
Every receipt finds its charge. Automatically.
Upload a receipt — phone photo, PDF, email forward — and Steward reads it with OCR, extracts the vendor, amount, date, and category, then matches it to the corresponding bank debit. No spreadsheet. No manual entry.
- Reads any receipt format: photo, PDF, forwarded email
- Extracts vendor, amount, date, and tax category automatically
- Flags unmatched charges before they become audit problems
Know your real cash position every morning.
Steward syncs with your bank accounts daily and reconciles every transaction against your records — so your books match your bank, always, without a bookkeeper spending three hours on it at month end.
- Daily automatic sync with your connected bank accounts
- AI pairs transactions to existing records and flags gaps
- Clear audit trail for every reconciled period
Stripe payout
Revenue
+$4,200.00
99% match
AWS
Cloud Infra
-$312.44
98% match
Office Depot
Office Supplies
-$84.37
97% match
Notion — annual
Software
-$96.00
94% match
47 transactions this period
46 matchedSee 13 weeks ahead, not just last month.
Steward builds a rolling 13-week cash flow projection from your actual transaction history and known recurring expenses. Decide whether to take that new contract, hire, or invest — from numbers, not intuition.
- Updated daily from your real transaction data
- Accounts for recurring expenses and expected income
- Plain-English narrative from Stewie explaining what to watch
Fiduciary-grade financial oversight, at a price working business owners can actually afford.
The tools large companies use to track every dollar — receipt-to-charge matching, daily reconciliation, variance audits, rolling forecasts — now available to anyone running a one-person operation or a small team.
From raw bank data to clear financial picture, daily.
Connect
Link your bank account once.
Connect your business checking and any credit accounts in minutes using secure read-only bank access. Steward immediately begins importing your transaction history — no CSV downloads, no manual uploads.
Read-only access
Steward can never move money. It reads transactions only.
Ingest
Upload receipts as they happen.
Forward email receipts, snap a photo, or drag a PDF into Steward. OCR reads the vendor, amount, date, and category. The matching engine pairs it to the corresponding bank debit — usually within seconds.
Any receipt format
PDF, JPEG, PNG, or forwarded email — Steward reads them all.
Reconcile
Steward matches and audits, every night.
Each night, Steward reconciles every transaction against its receipt, flags variances, categorizes expenses for tax purposes, and builds your updated cash flow forecast. By morning your books are current.
Nightly audit cycle
Runs automatically — no reminders, no manual trigger needed.
Clarity
Open your dashboard to clear answers.
Your Executive Desk shows your current cash position, P&L summary, pending items, and Stewie's plain-English alerts. Everything you need to make a confident financial decision — in one view, every morning.
Plain-English alerts
Stewie flags what needs your attention in clear sentences, not financial jargon.
One flat monthly plan. No surprise overage fees.
Steward is designed for working business owners, not venture-backed startups. Sign up and see what it would cost for your business during the free trial.
Everything included.
Every feature, every account, every day.
Receipt OCR matching
Any format, automatic pairing
Daily bank reconciliation
All connected accounts
Expense categorization
Tax-ready categories
13-week cash flow forecast
Updated each morning
Variance & audit alerts
Stewie flags issues proactively
P&L and executive summary
Real-time dashboard view
Audit trail export
PDF or CSV, any date range
Start with a free trial.
Connect your bank, upload a few receipts, and see Steward at work on your actual finances before you pay anything.
- Full access to all features during the trial
- Connect up to 3 bank accounts
- Stewie AI alerts from day one
- No credit card required to start
Takes you to sign-up — account setup takes about 2 minutes.
The alternative is doing this yourself.
Without Steward
- Manual spreadsheet reconciliation each week
- End-of-month receipt scramble before the bookkeeper call
- Cash position guesswork between statements
- Tax season panic sorting a year of transactions
With Steward
- Books reconciled every morning, automatically
- Every receipt matched to its charge, in real time
- Rolling 13-week cash position always visible
- Tax categories applied at the point of entry, year-round
What owners ask before signing up.
Do I need to be a bookkeeper or accountant to use Steward?
No. Steward is built for business owners who understand their business but don't want to become accountants. The plain-English alerts from Stewie tell you what matters, in terms you already know. You don't read journal entries — you read a dashboard.
Will Steward work with my existing bank account?
Steward connects to most US business checking accounts and credit cards using secure read-only access. You don't change your bank. You don't move your money. You just link your existing account and Steward starts reading your transactions.
How is this different from QuickBooks or my bank's built-in tools?
QuickBooks and most bank tools require you to do the work — categorizing, matching, reconciling — with some assistance. Steward does that work for you. It actively matches receipts to charges, flags variances, and builds your cash flow forecast automatically, every day. You review, not wrangle.
What does 'receipt matching' actually mean?
When you spend money, there's a bank transaction (the debit) and a receipt (the proof). Traditionally, someone has to manually match these. Steward reads the receipt's vendor, amount, and date using OCR, then finds the corresponding bank debit and links them automatically. If it can't find a match, it flags the discrepancy for your review.
Is my bank data secure?
Steward uses read-only bank connections — it can never initiate a transfer or payment. Your banking credentials are never stored by Steward; the connection is handled by bank-grade encrypted infrastructure. Read-only access means Steward can see your transactions and nothing else.
What if I already have a bookkeeper?
Steward works well alongside a bookkeeper. It handles the daily mechanical work — matching, categorizing, reconciling — so your bookkeeper spends their time on higher-value review and advisory work instead of data entry. Many owners use Steward to reduce the hours they pay for bookkeeping services.
Your finances, working for you.
Starting today.
Connect your bank account, upload a few receipts, and see Steward working on your actual finances — before you pay anything.