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Get your paperwork ready for your accountant
Turns a year of agent income and spending into an organised pack for your accountant - what you earned, what you spent, and the questions worth asking them.
Commission forecast from listings under contract
Reads your pipeline of listings under contract and forecasts the next 90 days of commission income, with risk ratings on each settlement.
Build a personal financial check-in
Plans a monthly personal financial check-in covering income, spending, and progress.
Quarterly BAS prep agent for solo coaches
A 5-step BAS prep workflow for solo coaches: income split, expense categories, GST position, owner-pay check, and the 5 questions to ask the accountant.
Monthly takings vs expenses summary to your bookkeeper
A monthly summary email to your bookkeeper with headline numbers, income breakdown, expense breakdown, notes/queries, and what you'll attach. Stops them chasing you each BAS quarter.
Categorise mobile + in-salon income for the BAS
BAS-ready categorisation that splits mobile vs in-salon appointments, applies ATO cents-per-km vehicle deduction against the mobile side, and gives a margin snapshot per channel.
PSI + contractor income classification agent for creative freelancers
A PSI classification workflow for creative freelancers: apply the 4 ATO tests, name the deduction impact, and produce the questions to take to the accountant before lodgement.
Monthly money review agent: income, tax to set aside, owner pay
A 5-output money review for solo coaches: profit, tax to set aside, owner-pay verdict, the one trend to watch, and the next habit to install.
Build a personal finance framework for founders
Provides a personal finance framework for solo founders managing irregular income.