Connected stack
Northwind Ledger
01
Keep your books clean, watch cash each week, and read reports that help you act fast.
02
Northwind Ledger
03
Vertex Foundry
04
Orion Craft
CASH, BOOKS, FORECASTS
Turn Numbers Into Growth
We keep your books clean, track cash, and build reports you can act on. Get monthly numbers, clear forecasts, and CFO help when the next call matters.
Northwind Ledger
Vertex Foundry
Orion Craft
Summit Wire
Blue Peak Co
Harbor Point
WHAT YOU GET
Books, Cash, and Reports
Get books closed on time, with clean categories and fewer fixes.
Monthly Book Close
Get books closed on time, with clean categories and fewer fixes.
Cash Flow Tracker
Watch inflow, outflow, and runway so you know when cash gets tight.
Forecast Planning Board
See next month, next quarter, and year-end with simple what-if numbers.
01
KPI Dashboard View
Track sales, margin, and spend in one view built for fast checks.
02
Tax-Ready Record Pack
Keep receipts, notes, and files ready for your CPA at tax time.
03
Monthly Owner Report
Get one plain report each month with profit, cash, and next steps.
BUILT FOR GROWTH STAGES
Made For Your Team
Keep income, expenses, and tax records tidy without living in spreadsheets.
01
Monthly Book Close
Get books closed on time, with clean categories and fewer fixes.
02
Cash Flow Tracker
Watch inflow, outflow, and runway so you know when cash gets tight.
03
Forecast Planning Board
See next month, next quarter, and year-end with simple what-if numbers.
04
KPI Dashboard View
Track sales, margin, and spend in one view built for fast checks.
Use case 01
Freelancers Need Clean Books
Keep income, expenses, and tax records tidy without living in spreadsheets.
Use case 02
Startups Need Cash Control
Watch burn, runway, and hiring plans with forecasts for the next move.
Use case 03
Owner Teams Need Clarity
Get monthly numbers and CFO guidance for hires, prices, and spend.
3 Days
average month close
3 Days
average month close
13 Weeks
cash forecast window
6 KPIs
tracked each month
98%
on-time reports
PRICING THAT FITS
Plans That Fit Growth
Monthly bookkeeping close Bank and card reconciliations Tax-ready expense tags Cash snapshot each month Email support within 1 day
per month
Starter Bookkeeping Plan
$399
Monthly bookkeeping close
Bank and card reconciliations
Tax-ready expense tags
Cash snapshot each month
Most popularPopular
Growth Finance Plan
$999
Starter bookkeeping included
13-week cash forecast
KPI dashboard for owners
One monthly review call
monthly retainer
CFO Advisory Plan
$2,499
Weekly cash review
Rolling 12-month forecast
Budget build and reforecast
Board-style monthly packet
Proof
What Clients Say
Verified
“Our books are clean now, and I know cash needs weeks ahead.”
Mara Ellison
Founder @ Pine Street Studio
Verified
“The forecast helped us hire with care and keep payroll on track.”
Dev Patel
CEO @ North Harbor Apps
Verified
“Tax time is calm now. Every receipt, tag, and report is in order.”
Talia Brooks
Owner @ Cedar Loop Agency
Integrations
Slack
Keep your books clean, watch cash each week, and read reports that help you act fast.
Slack
Slack
Keep your books clean, watch cash each week, and read reports that help you act fast.
Notion
Notion
Keep your books clean, watch cash each week, and read reports that help you act fast.
Stripe
Stripe
Keep your books clean, watch cash each week, and read reports that help you act fast.
Jira
Jira
Keep your books clean, watch cash each week, and read reports that help you act fast.
The Map
The Map
Journal
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Questions
Questions We Hear
Quick answers before visitors choose a product, service, or next step.
01What do you handle each month?+
We close your books, sort bank and card data, and send a clear report with cash, profit, and key KPIs.
02Can you start with messy books?+
Yes. We can clean past months, fix categories, and get you to a good monthly close without a full reset.
03Do you build cash forecasts?+
Yes. We map cash for 13 weeks, then extend to month and year views so you can plan hires and spend.
04Is tax help included?+
You get tax-ready records, receipt tags, and a clean file for your CPA, so tax season starts with less stress.
05How often do we meet?+
Most plans include one monthly review call. Higher tiers add extra check-ins and CFO time as you grow.
06Who is this for?+
It fits freelancers, startups, and owner-led teams that want better cash control and clearer numbers.
Monthly Money Notes
Get one short email each month with cash tips, close checklists, and forecast ideas for small teams.