Example data · Explore the workflow. Your own workspace starts empty.
FINANCIAL INTELLIGENCE / 01
Your money.
In full view.
Income, expenses, commitments, and the work that pays.
Illustrative financial overview
Loading financial records…
PROJECT REVENUE / 02
From agreement to payment.
A clear price, a recorded decision, and nothing lost in the inbox.
Change request overview
Approved extra work
$0.00Approved + invoiced + paid · USDAwaiting approval
$0.000 requests awaiting a decisionPayment recorded
$0.00Payments you’ve marked as receivedActive projects
00Across all currenciesYour next “one more thing” belongs here.
Start with a project, then give additional work a clear scope and price.
Small changes deserve a clear agreement.
DRAFT → APPROVE → GET PAIDDraft the addition. Share the estimate. Record approval before you start.
Your financial workflowIncome, expenses, projects, and invoicesQuick guide ＋
Record income and expenses in the financial overview. Use Projects & invoices to price work and follow it through payment.
- 01Record transactions
- 02Review cash flow
- 03Manage project revenue
Example records are read-only. Project payments are separate from your manual ledger so you control what is included.