What you see every month
Six simple things, on one page.
Money in, money out, what’s left
Your income, your spending and the profit left over for the month, in one clear line.
Where the money went
A simple breakdown of your biggest costs, so there are no surprises.
Who owes you and who to chase first
See who still owes you money and who to call first to get paid.
Cash in the bank
What is actually in your accounts, pulled together in one place.
Tax to put aside
An estimate of what to set aside for tax. It is a guide, not advice.
Your biggest leak, and one thing to do about it
The single biggest drain on your money this month, with one clear action to take.
Works with
QuickBooks, Sage 50, Xero, or plain Excel.
Prices
Simple, clear pricing. Pay by credit card.
Standard
US$1,100 one-time setup, then US$175 a month. We update your dashboard every month from the reports your accountant sends.
Pay by credit card.
Your data
Your reports are only used to build your dashboard. Trial dashboards are private to your link and deleted after 30 days, or straight away if you ask.