Dashboard
Everything in one place.
Local only
Business Health
Financial & task execution health index
0
Calculating...
Profit & Cash Flow Trend
Monthly cash flow and profit margins (6-month history)
Budget Tracker
Current month expected vs. actual spend
No budget set for this month.
CRM & Invoice Analytics
Active pipelines & top clients
Loading CRM analytics...
Expense breakdown
✦ AI Business Insights
Actionable business intelligence generated by Google Gemini 2.5 Flash
Click 'Refresh AI Advisor' to read your financial metrics and generate customized business recommendations.
Goals progress
SMART & periodic milestones tracking
Needs attention
Overdue or upcoming tasks.
Transactions
Every rupee in, out and invested.
Overview
Incoming is income. Outgoing is everything else.
Cash Flow
Money in vs. out this month.
| Date | Type | Category | Account | Name | Reason | Amount |
|---|
Budget Planner
Plan each month — expected vs. actual.
Goals
SMART criteria & deadline tracking.
SMART criteria
To-Do List
Your ultimate task tracker.
| Task | Category | Priority | Status | Duration | Start Date | Due Date | Days Left | Notes |
|---|
Setup
Customise types, categories, accounts and sync.
Currency
Used across budget & planner.
e.g. ₹ $ € £
Transaction Types
Add or remove money types and choose which one counts as income.
Transaction Categories
Grouped under each money type.
Accounts & Task Categories
Transaction modes
To-do categories
Backup & Move to another device
Your account and data live only in this browser on this device. To use the same login on your phone (or another browser), download a backup here, open this app there, and restore the file. After restoring, sign in with the same email & password.
The backup includes your login (email & encrypted password) and all your transactions, budgets, goals and tasks.
Cloud Sync
Your data is automatically synced to the cloud when connected. All data is protected by Firebase Authentication and Security Rules.
Cloud inactive: LocalOnly mode.