Look ahead — Foresight, Goals, WealthIn Taxes and month-end
In Taxes and month-end
Where the cash goes
Foresight draws a cash line for the next year against a floor you set, and shows the first day it would dip below it.
Example screenWhere it is · On a computer
Foresight in the sidebar under Planning. Owner-only; a $9 a month add-on from Boost.
On your phone: Foresight in the Menu tab.
In Taxes and month-end
Set one goal
A goal can be revenue, customers, cost per lead, rating, reviews, ad spend or expenses — one of each, read from your real numbers.
Example screenWhere it is · On a computer
Goals in the sidebar under Grow.
On your phone: Goals in the Menu tab.
In Wealth
What is safe to take home
Safe annual take-home is what you could pay yourself for a year without putting the business at risk, shown beside your cash runway.
Example screenStart here · On a computer
- 1Wealth
- 2Safe annual take-home
On your phone: Wealth → the same figure.
In Taxes and month-end
The Record, for a bank or a buyer
A five-chapter document for a bank, a buyer or a bonding company — what the business is worth and how steady it is, with every figure marked by who witnessed it.
Example screenWhere it is · On a computer
The Record in the sidebar under Account. Owner-only; a $29 a month add-on from Boost.
On your phone: The Record in the Menu tab.
Want to look at your own?
Set the cash floor at one payroll plus one truck payment, then move a big purchase around.