Stack future fixed costs and check if they fit your live take-home, current personal spend, and runway.
Future Monthly Obligations
Take-home projections
Each adds projected MRR before tax setaside. They’re what-if projections — don’t commit to fixed costs assuming a pending, hot, or pipeline deal lands.
Last month recap
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Revenue
$0
Profit
$0
vs prev mo
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Crunching last month's numbers…
90-day cash projection
Why it's trending the way it is, plus what to do
Stripe Payments
Revenue details and payout schedule
Expense Integrity Audit
Scans for double-counts, mis-flagged transfers, IRS/tax leaks, and Stripe-fee miscategorization.
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Add One-Time Revenue
For check, cash, ACH, or any one-off website/project payment that did not run through Stripe.
Monthly Spend by Merchant
Every merchant you've paid this month, sorted by total spend. Recurring ones tagged.
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Path to $10K MRR
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+ Add task
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Mark paid
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AI Review Wizard
Loading transactions…
Add Prospect
Track leads you want to close
Categorize
Choose a category for this transaction
Remember this for
Add Client
For clients not yet billing in Stripe. They'll auto-merge when Stripe sees the first charge.
Client Settings
Stripe customer
preview
Use this if the client actually pays via Stripe — this record is a duplicate.
Add Savings Goal
Track a specific savings target visually
Add to Goal
Log a new savings contribution
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Monthly Budget
Set your personal spending cap for the month
Notifications
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🧠 AI Insight
gpt-4o-mini
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Keyboard Shortcuts
Show this overlay
?
Business view
B
Personal view
P
Overview / Clients / Expenses / P&L
1234
Focus search (Expenses tab)
/
Toggle theme (dark / Apple light)
T
Open notifications
N
Add prospect (on Clients tab)
+
Close overlays
Esc
Settings
business rules
Override the defaults that drive every calculation. Saved per-device and synced via /api/user-prefs.
Stripe fees
Used for CC clients (Stripe processing). ACH and Venmo skip this entirely.
Goals
All four track on Overview. Leave a field blank to hide that goal.
📋
Snapshot for Claude
One-click copy of every live number on this dashboard — Avg Profit, MRR, clients, baseline, statement txns this month, Mercury / Stripe balances, last-3-mo personal spend, prospects, affordability obligations, ideas inbox. Paste it in chat with me and I can answer 'can I afford X' / 'what's my margin' / 'who's my biggest client risk' against your actual numbers without you re-typing anything.
Cached for ~5s while the modal renders. Fallback textarea opens if your browser blocks clipboard access.
Overview Layout
Drag-and-drop the order of every card on Overview. Persists per-device.
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Default view
Which top-level view loads first when you open the dashboard.
🎨
Theme
What's New
v2.1.0 latest
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What's Next
Hermes
Chief of staff · live across finance, clients, calendar, tasks
Hey Henry. What do you need? Try a quick prompt below, or ask anything about your finance, clients, calendar, or tasks.