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Command Center
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Revenue (collected + expected recurring · tap for details) | active clients
subscriptions + one-time + direct
Expenses (MRE) (recurring only · tap for detail)
baseline MRE / mo
Subscription Profit · (Active MRR − MRE · tap for breakdown)
Active MRR − MRE
in out tax
Capture Idea
💰 Money Today
$0
no charges yet
Yesterday
$0
Month total
$0
deposits MTD
MTD progress 0% of last month
$0 MTD $0 last month
Mercury Cash Flow ·
tap for full list →
In
$0
Out
$0
Net Growth
$0
Clients
active · tap to view
What-ifprojects every card
One-TimeMTD
tap for breakdown →
🏆 Rev ShareMTD
MARGIN
Profit Margin
Calculating…
tap for more info
MRR Goal
--
$10,000
Stripeavail
ready to pay out
Stripe Payouts ▶
in transit
Business Checking
🌤
Urbana, OH ·
🌚 🌙
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🚀
Cash runway at current burn · tap for chart
🏦 Est. Tax Set-Aside
--
Calculating...
handled by Collective ↗
Tap for full breakdown →
🏠 Harrigan Creative
internal · Asana ↗
needs my attention
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📅 Today's Snapshot
P1 tasks open
due today / overdue

One-Time Revenue

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HC Financial v2.27.0
Client Health

Client Revenue

Pipeline

🎯
No prospects yet. Add one to track deals in your pipeline.
📦
This page moved into Overview. Tap the Expenses (MRE) hero card on Overview for the breakdown wheel + by-category view.
Expenses are read-only here. Edit them at the source.checking

Monthly Recurring (MRE)

Recurring subscriptions · Monthly · powers the Avg Profit hero
$0
0 subs · /mo
Read-only. Add or edit subscriptions at the source and they appear here.

This Month One-Times

One-off charges dated this month · powers True Profit drill-in
$0
0 charges this month

Breakdown by Category

All expenses this month grouped by category · MRE + one-times combined
$0
0 categories
CATEGORIES

Calendar

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P&L by Client

Expenses: Biz-wide:
Revenue
--
Expenses
--
Net
--

Personal (excluded from P&L)

YTD
Personal charges on the business card
--

History

Revenue
tap for charges
Subscription
One-Time
Expenses (tagged)
Net Profit
True Profit
AI Insight
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Mercury Cash Flow

In
$0
Out
$0
Net kept
$0
tap for txn list →

Top Clients

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🌤
Columbus, OH
--
--
--
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Biz cash IN · MTD
Stripe + direct paid
Personal OUT · MTD
Chase Freedom + Total
Net (in − out)
Mercury balance
Spent This Month
Budget LeftView txns →
🚗 Affordability Check
tap to edit →
Tap to model
Add a future $/mo (rent, car, sub) and see if it fits the budget.
0%
OF BUDGET
Month Trend
$0
of $0 budget
🎯 Savings Goals

By Category

$0
CATEGORIES
Hover/tap a slice for details · auto-refreshes every 3 min

By Merchant

$0
MERCHANTS
Top 12 merchants · "Other" rolls up the rest

Recent transactions

🧠
AI Auto-Categorize
Workers AI sorts every transaction. Free, syncs to your phone via KV, edits remembered per merchant.

Recurring Subscriptions

syncs from Expenses tab

Recent Transactions

🧠
AI Parse Transactions
GPT categorizes every uncategorized row — grocery, gas, rent, dining, subscriptions. ~$0.02 total.
Connect Chase to see your personal transactions.

Category Breakdown

📈
Categories will populate as transactions load.

History

Spent
$0
vs Prior Mo
Top Day

Top Categories

Top Merchants

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Notifications

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Keyboard Shortcuts

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Overview / Clients / Expenses / P&L
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Focus search (Expenses tab)
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Add prospect (on Clients tab)
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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.
📋

Business snapshot for AI

Copies a clean, ready-to-paste briefing of your live numbers — revenue collected this month, MRR, expenses, profit, your active clients and largest recurring costs. Paste it into Claude or ChatGPT and ask things like "can I afford this," "what's my margin," or "who's my biggest client risk" — no re-typing.
Reads the current month's live data. If your browser blocks clipboard access, a copy box opens instead.

Edit Layout

Opens Overview in edit mode: drag cards (or use ▲▼⇄), 👁 hides. Saved layout syncs across your devices.
🪟

Default view

Which top-level view loads first when you open the dashboard.
🎨

Theme

What's New

v2.1.0 latest

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.