Know where it goes.
See what you keep.
Build from there.

Your bank balance only tells part of the story. Bring your income, expenses, and money goals into focus with a personalized dashboard—and monthly support to keep it useful.

Your setup. Your ongoing support.

Get organized. Stay informed.

Two parts of one clear process: set up your dashboard, then keep your numbers organized with monthly support.

01 / GET SET UP

Personalized Dashboard Setup

Turn scattered money information into a view you can actually use.

$397

One-time setup fee

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

Ask about getting set up ↗

02 / STAY ON TOP OF IT

Monthly Money Support

Build a consistent review habit, with help keeping your dashboard useful.

$149

Per month · following your dashboard setup

Monthly transaction organization and review
Income and expense summary
Unclear transactions flagged for your confirmation
Recurring-charge and subscription review
Dashboard updates using reviewed information
Month-end checklist and ongoing accountability

Ask about setup + monthly support ↗

The service includes a $397 setup fee and $149/month for ongoing support. Billing schedule and service terms are confirmed before enrollment. Live bank syncing is in development; dashboard updates reflect reviewed information.

Ready for a clearer picture?

Make your numbers
part of your next move.

Start with a conversation about your business, what you track today, and where you need support.

Let’s talk about your dashboard.

Complete the form below to ask about setup and monthly support. We’ll walk you through availability, service details, and next steps before you enroll.