nuvio
Nuvio is a finance operations platform for founders and small businesses that centralizes bank accounts, invoices, expenses and cash-flow forecasting, and includes an always-on AI assistant that answers questions about your finances.
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Quick Overview
Best for: Finance
What it does
Finance software for decision-makers comparing workflow fit and alternatives.
Best fit
Finance
Pricing snapshot
Freemium from Free for 14 days
Next step
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nuvio
Nuvio is a finance operations platform designed for founders and small business owners to centralize their financial workflows. It connects bank accounts to pull in transactions automatically, scans receipts and invoices with AI-powered OCR and categorization, projects cash flow up to a year, and exposes founder-focused dashboards (P&L, revenue by customer/product/project). The product includes an always-on AI assistant that answers natural-language questions about the business finances and can trigger actions such as sending reminders for late invoices.
AI-powered financial management tool for startups and small businesses.
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Claim this listing for $29Key Features
Connected bank accounts
Connect all your bank accounts and Nuvio pulls in every transaction so the financial picture stays current instead of weeks behind.
AI expense scanner (receipt & invoice OCR)
Upload receipts or take photos; Nuvio uses OCR and text extraction to read documents, find supplier and amount, categorize, and apply tax automatically.
Invoicing and automated chasing
Create and send invoices from Nuvio and let the product send reminders and chase late payers on your behalf.
Cash flow forecasting
Projects cash flow for up to 1 year to help spot tight months before they occur and plan ahead.
Founder-focused dashboards
Prebuilt views such as profit & loss, revenue by customer/product/project and other founder-oriented dashboards without manual reports or pivot tables.
One-click reconciliation
Reconcile transactions with one click after Nuvio imports and matches transactions and receipts.
Always-on AI assistant
Ask natural-language questions (e.g., 'Which customers owe me right now?') and receive immediate, actionable answers; the assistant can also send reminders.
Pricing
Free 14-day trial; no card required.
Free trial
Free for 14 days- No card needed
- Cancel anytime
Use Cases
Centralize financial operations
Consolidate multiple bank accounts, invoices, and receipts into a single, always-current system to replace stale spreadsheets and scattered banking apps.
Automate expense tracking
Snap or forward receipts to automatically read, categorize, match to transactions, and file expenses using the AI expense scanner.
Invoice management and collections
Create invoices, send them, and let Nuvio chase late payers and send reminders to improve collections and reduce manual follow-up.
Cash flow forecasting and planning
Forecast cash for up to a year to identify tight periods and plan actions before cash problems materialize.
Support accountant collaboration
Handle day-to-day financial operations in Nuvio and involve your accountant only when necessary, as the product supports the relationship rather than replacing it.
Integrations
Bank account connections
Connect bank accounts so Nuvio can pull in every transaction and keep the financial picture current.
Benefits
Limitations
Frequently Asked Questions
Is this just another accounting tool?
Does this replace my accountant?
Do I need a finance background?
Getting Started
- 1 Step 1: Start a free 14-day trial (no card needed) or book a 15-minute demo.
- 2 Step 2: Connect your bank accounts so Nuvio can import transactions automatically.
- 3 Step 3: Upload receipts or invoices (drag & drop or take a photo) to let the AI scanner read and categorize them.
- 4 Step 4: Create and send invoices from Nuvio and use the AI assistant to monitor cash and chase late payments.
- 5 Step 5: Use the prebuilt dashboards (P&L, revenue by customer/product/project) and cash flow forecasts to make decisions.
Support
Demo
Book a 15-minute demo as promoted on the site.
Documentation
Documentation and developer resources are listed in the footer (Documentation · Developers).
Academy
Nuvio Academy is offered as a resource for users.
Contact
Contact link is available from the site footer (Contact).
API
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