Real-time analytics, AI-powered insights, invoice tracking, expense breakdown, and daily cash flow planning — built for every type of freelancer and independent business.
Free forever · Pro and Premium plans include a free first month
The problem
Most freelancers track income in a spreadsheet — if at all. No clarity on growth, no visibility into cash flow, no plan for tax season.
You're making money but can't tell if you're actually growing month over month or just staying flat.
Without knowing your effective hourly rate, you're leaving thousands on the table every single month.
Invoices go unpaid, tax season blindsides you, and you never quite know what's coming in next month.
What's included
Start free. Unlock more as your business grows. Every feature built specifically for independent businesses.
Revenue, expenses, profit margin, effective hourly rate, average monthly — all calculated automatically across any date range.
Set monthly revenue targets and see which months you hit them, with progress bars, streak tracking, and milestone celebrations.
Generate a polished, branded PDF with all your KPIs, monthly data, and notes — ready to share with an accountant or keep for records.
Six specific, data-driven insights generated by Claude from your actual numbers. Updated every time you generate — real analysis, not generic advice.
Create invoices, track payment status, flag overdue amounts. Unpaid invoices automatically appear as projected revenue on the calendar on their due date.
Log revenue and expenses by individual day. See actual vs projected entries. Invoice projections sync automatically so your calendar reflects incoming cash flow.
Linear regression across your historical data projects next month's likely revenue. Know whether you're trending up or down before it happens.
Tag expenses by category — software, equipment, travel, subcontractors, and more. See a donut chart and breakdown of exactly where your money goes.
Quarterly tax estimate based on your state, filing status, and net profit. Shows federal, state, and self-employment tax with a monthly set-aside amount.
Tell the AI what type of business you run and it tailors every insight to your industry, pricing model, and client type. A plumber gets different advice than a designer.
Enter your fixed and variable costs and instantly know the exact revenue you need to break even each month — and your daily target to get there.
Upload any Excel, CSV, PDF, or Word file. Claude reads it, extracts your financial data, and populates your dashboard. No manual entry required.
How it works
Sign up in seconds. No credit card required. Start tracking your revenue, expenses, and goals immediately on the free plan.
Add monthly totals manually, log day by day on the calendar, or upload an existing spreadsheet and let Claude extract your data automatically.
As your business grows, unlock Pro for AI insights and invoicing, then Premium for full financial intelligence — tax planning, expense tracking, and tailored AI.
Pricing
Three tiers designed to grow with your business. Pro and Premium include a free first month — no credit card required to start.
Free
No credit card · No expiry
Pro
First month free · Cancel anytime
Premium
First month free · Cancel anytime
Annual plans — save more
Pro Annual
$180 billed annually
Saves $48/year vs monthly Pro
All Pro features — AI insights, invoice tracker, daily calendar, client breakdown, period comparison, share codes.
Get Pro Annual →Premium Annual
$384 billed annually
Saves $84/year vs monthly Premium
Full platform — expense categories, tax estimator, tailored AI, import data, unlimited everything, priority support.
Get Premium Annual →Privacy first
Built with privacy at the core. No selling data, no sharing, no exceptions.
AI features use your own Anthropic API key stored only in your browser. We never see it, never store it on our servers. Every AI request goes directly from your browser to Anthropic.
Your financial data is yours. We don't sell it, share it with advertisers, or use it for any purpose other than providing the service. No exceptions.
Your business data is never used to train AI models. Built into how the product works technically — not just a policy promise.
All data encrypted in transit and at rest. Row-level database security means your data is only ever accessible by your account — not even us.
Free forever. No credit card. Upgrade when you're ready.