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Henry the Operator
Clients, MRR, expenses, P&L, prospects, tasks
🏠
Henry the Person
Spending, categories, budget, savings
HC
Harrigan Finance
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HC
Harrigan Creative
Biz
Personal
Connecting
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Harrigan Creative
Digital marketing agency
Local SEO
Paid ads
Web design
Personal Finance
Spending insights
Category tracking
Budget pulse
Initializing...
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Today's brief
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Review clients
Approve expenses
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90-day cash projection
—
—
projected day 90
—
—
—
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🧠 Weekly Pulse
AI
↻
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Real Profit ·
MTD
Revenue − Expenses − Tax setaside
—
in
—
out
—
tax
MRR Goal
--
$10,000
📈
MRR
🎯
One-Time
💲
Expenses
✨
Net Profit
This Month
💰 Commissions MTD
$0
—
YTD
$0
—
MARGIN
Profit Margin
—
Calculating...
🌤
Columbus, OH
--
Stripe
Pending ▶
Business Checking
Amex Balance
—
current charges
Statement Due
—
—
🚀
Cash runway at current burn
📈 Pipeline Lookout
—
🏦 Est. Tax Set-Aside
--
Calculating...
Today's Tasks
due today
Loading Todoist...
Subscriptions
—
Detected once expenses load
One-Time Revenue
—
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HC Financial
·
v2.10.10
Client Revenue
—
+ Manual client
Prospects
—
+ Add prospect
🎯
No prospects yet. Add one to track deals in your pipeline.
🧠
AI Review Wizard
Walk every uncategorized transaction one at a time. AI suggests — you approve or edit. Memory cached so we never burn tokens twice on the same merchant.
Start review →
Review Queue
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Pending
0
Approved
0
All
0
💵 Deductible
🧠 AI all
⚠ Reset
💳
Loading transactions...
Tasks
—
+ Add
All open
Due today
Overdue
This week
No date
Any priority
P1 only
P2 only
P3 only
P4 only
Any project
Any label
No grouping
Group by due
Group by CLIENT
Group by priority
Group by project
Group by label
✓️
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P&L by Client
—
↻ Refresh
💾 Export
Revenue
--
Expenses
--
Net
--
Tax-Deductible YTD
—
Total business-deductible expenses YTD
--
Personal (excluded from P&L)
YTD
Personal charges on the business card
--
🌤
Columbus, OH
--
--
--
Spent This Month
—
Budget Left
—
0%
OF BUDGET
Month Trend
$0
of $0 budget · Day 0 of 30
✎ Edit budget
🎯 Savings Goals
+ Add goal
By Category
$0
—
CATEGORIES
By Merchant
$0
—
MERCHANTS
Recurring Subscriptions
—
Spending by Day of Week
$0
S
M
T
W
T
F
S
Recent Transactions
—
🧠
AI Parse Transactions
GPT categorizes every uncategorized row — grocery, gas, rent, dining, subscriptions. ~$0.02 total.
Wizard →
Auto-parse all
Newest first
Oldest first
Highest amount
Lowest amount
Merchant A→Z
Category
❔ Needs review
💳
Connect Chase to see your personal transactions.
Category Breakdown
—
📈
Categories will populate as transactions load.
📊
Overview
👥
Clients
✅
Tasks
💳
Expenses
📈
P&L
💰
Overview
💳
Transactions
📊
Categories
Stripe Payments
Revenue details and payout schedule
Done
AI Review Wizard
×
Loading transactions…
Add Prospect
Track leads you want to close
Name / Company
Status
Cold — no contact yet
Warm — initial chat
Hot — actively interested
Proposal sent
Negotiating
Won
Lost
Potential MRR
Next action
Next action date
Lead source
— Pick one —
Referral
LinkedIn
Cold email
Cold call
Instagram DM
Aldus Local
Google Business
Website
In-person / event
Other
Source details
Notes
Save
Cancel
Categorize
Choose a category for this transaction
Remember this for
—
Save
Cancel
Add Manual Client
For clients not yet billing in Stripe. They'll auto-merge when Stripe sees the first charge.
Business name (shown on cards)
Contact email (for matching)
Monthly amount
Payment method
ACH
CC
Venmo
Status
Awaiting first charge
Overdue payment
Notes
Add client
Cancel
Client Settings
—
· Stripe customer
Business name (display)
Payment method
ACH
CC
Venmo
Override MRR
Reason
Tags
Notes
Save
Cancel
Add Savings Goal
Track a specific savings target visually
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🎯 General
🛡️ Emergency
🏖️ Trip
🏢 Business
🏡 Home
🚗 Car
💸 Tax
💰 Investing
💍 Wedding
🎓 Education
🏆 Sabbatical
🚀 Launch
Target
Name
Saved so far
Target date (optional)
Save
Cancel
Add to Goal
Log a new savings contribution
Add
Cancel
Monthly Budget
Set your personal spending cap for the month
Save
Cancel
Notifications
Clear all
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✓ Complete
💾 Save
Close
🧠
AI Insight
gpt-4o-mini
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v2.1.0
What's New
v2.1.0 — latest
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⚡ What's Next
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