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Business Profile

Your profile powers AI analysis, metrics, and goal tracking

Who are you managing finances for?

Startup

Burn rate & runway

Company / SME

P&L, margins, statements

Business overview

0 / 500

Cash on hand — physical cash, added to statement balances for runway

Bank balance is automatically read from your uploaded statements.

Assets & Liabilities used for balance sheet and net worth

Assets

Liabilities

Net worth (assets − liabilities) —

Fixed costs monthly recurring (rent, salaries, tools)

Total: —

Inter Account Transfers

Prevent double-counting across multiple bank accounts

When you run your business across two or more bank accounts, money transferred between them appears as a credit in the receiving account — which inflates your revenue. Tell the system how many accounts you use so it can handle this correctly.

One bank account

All transactions go through a single account — no setup needed

Multiple bank accounts

Revenue or expenses spread across two or more accounts

Variable costs % of revenue (COGS, commissions, fees)