Personal Expense Tracker

Connect your bank account and monitor your monthly cash in/out, expense categories and specific transactions.

Indirect Cash Flow Statement

Use data from your P&L, investing and financing activities to build a monthly and yearly indirect cash flow statement.

Personal Debt Tracker

Keep track of the money you lent to or borrowed from your friends and family.

Suppliers contract tracker

Track your contracts and send email reminders before renewal.

Employee equity tracker

Track your employee equity pool (ESOP) allotment and vesting process.

Fundraising tracker

Track your fundraising activity, log your conversations and use our investor database to build your fundraising strategy

13-week Cash Flow Model

Import live data from your bank account, and automate actuals and 13-week forecast Cash Flow statements.

Funding round calculator

Calculate the impact of a new funding round on your existing cap table.

Investment portfolio template

Manage your portfolio of stocks, ETFs and crypto with ease and track its performance over time.

Stock/crypto price tracker

Track the price for US-listed stocks and cryptocurrencies.

Balance Sheet Ratios

Delve into the balance sheets analysis of any listed company.

Business Expense Tracker

Connect your bank account to track your business cash flows, categorize expenses, and review specific transactions with ease.

Crypto Portfolio Tracker

Manage your portfolio of crypto and track its performance over time.

Inventory Management Template

Track inventory, optimize stock levels, and gain actionable insights with our all-in-one management template.

Invoice Tracker Template

Keep track of your invoice and reconcile payments with live bank account data.

Profitability Report

Delve into the key profitability metrics of any listed company.

SaaS Income Statement

Add your monthly sales and expenses and build your monthly and annual P&L statement for your SaaS company.

Simple Budget Template

Track expenses and plan smarter for your small business.