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Henry the Operator
Clients, MRR, expenses, P&L, prospects, tasks
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Henry the Person
Spending, categories, budget, savings
HC
Harrigan Finance
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Harrigan Creative
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Harrigan Creative
Digital marketing agency
Local SEO
Paid ads
Web design
Personal Finance
Spending insights
Category tracking
Budget pulse
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🚀 Path to $10K MRR
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Client Health
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Today's brief
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Review clients
Approve expenses
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90-day cash projection
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projected day 90
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🧠 Weekly Pulse
AI
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Real Profit ·
MTD
Revenue − Expenses
—
in
—
out
—
tax
MRR Goal
--
$10,000
📈
MRR
🎯
One-Time
💲
Expenses
✨
Net Profit
🏆
Rev Share Bonus ·
MTD
This Month
💰 Commissions MTD
$0
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YTD
$0
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MARGIN
Profit Margin
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Calculating...
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Columbus, OH
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🌚 Sunrise
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🌙 Sunset
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💰 Today
$0
0 charges
Stripe
Pending ▶
Business Checking
Amex Balance
—
current charges
Statement Due
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—
🚀
Cash runway at current burn
📈 Pipeline Lookout
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🏦 Est. Tax Set-Aside
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Calculating...
Today's Tasks
due today
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Subscriptions
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Detected once expenses load
One-Time Revenue
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HC Financial
·
v2.13.8
Client Revenue
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+ Manual client
Prospects
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+ Add prospect
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No prospects yet. Add one to track deals in your pipeline.
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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 →
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Pending
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Approved
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All
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💵 Deductible
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Tasks
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Due today
Overdue
This week
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Any priority
P1 only
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Any project
Any label
No grouping
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P&L by Client
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💾 Export
Revenue
--
Expenses
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Net
--
Tax-Deductible YTD
—
Total business-deductible expenses YTD
--
Personal (excluded from P&L)
YTD
Personal charges on the business card
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🌤
Columbus, OH
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Spent This Month
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Budget Left
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0%
OF BUDGET
Month Trend
$0
of $0 budget · Day 0 of 30
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🎯 Savings Goals
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By Category
$0
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CATEGORIES
By Merchant
$0
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MERCHANTS
Recurring Subscriptions
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Spending by Day of Week
$0
S
M
T
W
T
F
S
Recent Transactions
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🧠
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
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Connect Chase to see your personal transactions.
Category Breakdown
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Categories will populate as transactions load.
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Overview
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Clients
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Expenses
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Less-frequent screens
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P&L Report
Monthly profit/loss breakdown by client
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Personal Finance
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What's New
Changelog & recent updates
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Overview
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Transactions
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Categories
Stripe Payments
Revenue details and payout schedule
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AI Review Wizard
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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
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Categorize
Choose a category for this transaction
Remember this for
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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
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Client Settings
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· Stripe customer
Business name (display)
Payment method
ACH
CC
Venmo
Override MRR
Reason
Tags
Notes
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Add Savings Goal
Track a specific savings target visually
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🎯 General
🛡️ Emergency
🏖️ Trip
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🚗 Car
💸 Tax
💰 Investing
💍 Wedding
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🏆 Sabbatical
🚀 Launch
Target
Name
Saved so far
Target date (optional)
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Add to Goal
Log a new savings contribution
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Monthly Budget
Set your personal spending cap for the month
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Notifications
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AI Insight
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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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