Record once
Enter income, expenses and invoices in structured trackers rather than maintaining disconnected files.
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Business Finance & Operations
Small Business Finance Dashboard
Control income, expenses, profit, cash flow, invoices, budgets, customer concentration and financial goals in one connected management workbook.
CHF 18.90CHF 23.90Launch price
Buy on Etsy ↗Digital download · Excel + Google Sheets workflow + Quick Start PDF
What is included
- DEMO workbook with 12 months of realistic data
- CLEAN workbook ready for your business
- 16 connected finance and management modules
- Income, expense and invoice trackers
- P&L, cash flow and customer concentration analysis
- KPI, budget, goals, smart insights and forecast
- Professional Quick Start PDF
- Single-business commercial-use licence
Professional management support
This workbook supports internal financial control and planning. It is not accounting, tax, legal or investment advice and does not replace statutory records or qualified professional advice.
The workflow
From initial inputs to a documented outcome.
01Income, expenses & invoices
02Connected financial reports
03KPI and risk review
04Budget & 12-month forecast
Professional financial control without expensive business software.
Understand
Review profitability, cash movement, receivables, expense patterns and customer dependency through connected reports.
Plan
Set targets, compare budget with actual results and model the next 12 months with editable assumptions.