Your business. Your numbers. One clear view.

Get a dashboard built around your business, so you can spend less time sorting through numbers and more time understanding them.

$397One-time fee · Personalized Dashboard Setup

What’s included

Dashboard customized with your business branding
Phone-friendly income and expense overview
Business vs. personal transaction review
Subscription and recurring-bill overview
Estimated profit snapshot and tax-savings tracker
Guided onboarding and dashboard walkthrough
30 days of setup support

Your setup purchase

This package covers your personalized dashboard setup. Ongoing Monthly Money Support is priced separately at $149/month; it is not included in the $397 setup fee.

Financial organization and reporting support; not a replacement for professional bookkeeping, tax preparation, or financial advice. Live bank syncing is in development; dashboard updates reflect reviewed information.

Payment