Product · insight & automation
Reports that close a month.
A dashboard you glance at now and then changes very little. Closing a month changes a lot: what came in, what went out, and a rule that does the same next month without you.
A dashboard with a forecast
Net worth in your currency, with its history chart. This month's income, spending and net against last month. Savings rate, a sixty day forecast, and what you owe against what you are owed.
Reports driven by one month picker
Spending by category, against last month and across a twelve month trend. Budget against actual. Top payees with their counts. Cashflow switches between 6, 12, 24 months and all history, and clicking a bar jumps to that month.
Which project actually made money
Label a transaction, an invoice or an accepted bill with a project and the P&L slices the whole space by it: income, spending, net, and what is still open on either side, with a line for everything outside projects. Paying an invoice or a bill books the money into its project without being asked twice. A project with history archives rather than deletes.
Four numbers a business Monday needs
On a business dashboard: days from issue to payment over the last ninety, months of runway at the current burn or the word profitable when there is none, what the live schedules bill each month, and what is owed to you next to what you owe. All of it out of data other parts of the app already keep.
Capital gains on FIFO
Informational, not tax advice, but real. Exchange trades are included, with fees folded into the cost basis. Each line says whether its price is exact, derived or approximate. Transfers between your own wallets are matched by hash and never counted as sales.
Seven kinds of automation
Rules run hourly, or on demand. Each one shows when it last ran, what it did, and why it failed if it did.
- Salary sweep
- Goal marker
- Low balance alert
- Budget watch
- Invoice watch
- Settle-up reminder
- Connection health
Copilot
An assistant with read-only sight of your space: net worth, cashflow, spending, budgets, goals. It explains how a feature works, answers questions about your own numbers, and passes bugs and ideas to the team.
Exports, and a card worth sharing
A CSV per report block and a monthly PDF. Plus a month or year card you can share, with the amounts stripped out: savings rate, a saving streak, category names, budgets on track. The snapshot freezes once you share it.
- Report periods
- Month picker; 6 / 12 / 24 months / all history on cashflow
- Projects P&L
- Business spaces: income, spending, net, open AR and AP per project
- Business vitals
- DSO, runway, MRR, open AR / AP, on the business dashboard
- Capital gains
- FIFO, per year with actual disposals, exchange trades included
- Automation cadence
- Hourly, or Run now; periods follow the space timezone
- Exports
- CSV per block · monthly PDF
- Share card
- Month or year, anonymised, revocable link
- Copilot access
- Read-only tools over your own space
Is the capital-gains report tax advice?
No. It is a FIFO calculation over your own recorded disposals, labelled by price confidence, meant to be handed to whoever does your taxes.
What if a currency has no exchange rate?
A banner says exactly what was left out of the totals. Better to see the gap than to trust a number that quietly skipped something.
What can Copilot actually see?
A read-only view of your space: net worth, cashflow, spending, budgets and goals. It can explain a feature, answer questions about your numbers, and pass a bug or an idea to the team.
Do the automations need me to run them?
No. They run hourly, or on demand, and each shows when it last ran and what it did. There are seven kinds, from a salary sweep to a connection health alert.
Can I share a result without showing my balances?
Yes. The share card carries no amounts and no account details: savings rate, a saving streak, category names, budgets on track. It is a frozen snapshot on a link you can revoke.
Close a month.
Import history, pick the month, export the PDF.