Startup finance workspace — bank/ledger accounts, invoices (AR), expenses (AP), revenue streams, budgets, and the runway/burn/MRR metrics that keep the company alive.
Record types
The structured data this adds to your pod.
Account
A bank, credit, or ledger account holding company cash.
- Type
- Institution
- Current Balance
- Currency
- Status
- Account (last 4)
Invoice
An accounts-receivable invoice — money customers owe us.
- Invoice
- Status
- Amount
- Currency
- Customer
- Issue Date
- Due Date
- Paid Date
Expense
An accounts-payable expense or spend commitment.
- Category
- Status
- Amount
- Vendor
- Date
- Recurring
- Payment Method
Revenue Stream
A source of revenue — recurring subscription, services, or one-off.
- Type
- Status
- MRR
- ARR
- Billing Cadence
- Customer Segment
- Start Date
Budget
A planned spend allocation for a category and period, tracked vs actual.
- Category
- Period
- Fiscal Year
- Budgeted
- Actual
- Status
- Owner
Financial Metric
A tracked vital sign — runway, burn rate, MRR, cash balance, margin.
- Metric
- Value
- Unit
- As Of
- Period
- Target
- Trend
Views
- AccountsTable
- InvoicesTable
- ExpensesBoard
- RevenueTable
- Budget vs ActualTable
- Runway & MetricsTable
Relationships
- Invoice AccountDeposited to
- Expense BudgetCounts against
- Expense AccountPaid from
- Revenue stream AccountDeposits to
First conversation
After install, your agent sets the project up with you. It starts here:
Capture the company's real money model — where cash sits, what revenue comes in, what it burns on, and its current runway — so the workspace reflects the actual financial position, not a generic ledger.
- “How much cash is in the bank right now, and across which accounts?”
- “Where does revenue come from today, and roughly what's the monthly recurring amount?”
- “What do you burn in a typical month — and how many months of runway does that leave?”