P&L, cashflow forecasts, expense categorization, invoice chasing. We build the tracking a CFO would give you, and it keeps itself current without you opening QuickBooks every day.
You don't have a CFO. You probably don't have a bookkeeper checking in weekly either. We build the layer that watches your money for you, so "how's business?" gets a number instead of a shrug.
Revenue, expenses, gross margin, net profit. Updated daily from your accounting software, bank feeds, and payment processors. One dashboard, and you know how the month is shaping up.
A 13-week rolling forecast built from your recurring revenue, scheduled bills, and history. Know whether you can afford to hire, invest, or take a draw. Three months before you have to guess.
The AI categorizes every transaction using your own categories and reviews the uncertain ones with you weekly. No more "uncategorized" pile waiting for you at year-end.
Outstanding invoices get gentle automated follow-ups written in your tone. It escalates if needed and stops the moment payment lands. You get paid without playing bad cop.
At tax time your accountant gets a clean export: P&L, expense categories, 1099 contractor totals. No scramble, no "let me dig through Stripe" emails.
Your bank, your accounting software, your payment processors. We wire into what's already there. You don't switch tools, you just stop babysitting them.
An automated financial tracker gives you the visibility a CFO would. Without the CFO salary.
Basic P&L tracking plus expense categorization, set up and maintained. The version that ends the year-end scramble.
The full setup: cashflow forecasting, invoice chasing, AR tracking, and reporting. For owners who want the whole picture, always current.
Started with a diagnosis product? Any diagnosis purchase from our small ticket shelf credits toward your build. The small yes counts toward the big one. See all pricing →
If you mostly need the running P&L and you're happy to connect things yourself, there's a self-serve tool for exactly that. Upgrade to done-for-you whenever the rest of it should stop being your job.
A running P&L, filled in for you. The answer to "how's business?" becomes a number, not a shrug. Self-serve, and a fraction of the cost of a custom build.
See Accounting →Fifteen minutes, zero pressure. We'll look at how your books are kept today and tell you honestly whether the DIY tool or the custom build fits better.
Book the free call →Drop your email and I'll reach out personally. No sequence, no pitch deck. Just a real conversation about where your books stand.