Five steps. No passwords shared.

You tell me what eats your week, you get a fixed quote, and everything is built on accounts in your name. Your accounting software and Slack connect with one click through their official sign-in.

01Tell me about your businessyou · 2 minutes
02Fixed quote, signed and paidwithin 2 business days
03Your accounts, in your nameyou · about 30 minutes, with a guide
04Connect with one clickyou · 2 clicks
05Your first cash reportin your dashboard
step 01

Four questions. Nothing financial.

No bank details, no spreadsheets, no call. Just enough for me to send you a fixed quote.

Name and work emailSarah Miller · sarah@yourfirm.com
Your company websiteyourfirm.com
Accounting softwareQuickBooks Online
Biggest problem right nowClients pay late and I can't see next month
Fill it in now
step 02

A fixed quote, in writing.

What will be built, by when, and one price. You sign it online and pay to start. No surprises later.

Cash & Collectionsfixed price
Delivery3 weeks + 30 days tuning
Data clauseincluded
Signed online✓
Payment✓
step 03 · try it

Your accounts. Your name. Your bill.

A short guide walks you through creating each one. You pay the providers directly, at their price. Tick them off:

step 04 · try it

Connect. One click each.

You sign in on QuickBooks' or Slack's own page and approve access for your system. Your password never passes through me.

You can disconnect either one at any time from their settings.

step 05

Your first report, in your dashboard.

As soon as the data is in, your first cash report appears. From there we build and tune the rest.

Opening balance$84,200
Collected this week+$31,450
Payroll and vendors−$27,900
Overdue more than 30 days$12,300
Closing balance$87,750

What I never ask for.

Your passwords

Connections use the official sign-in of each tool. You approve them, you can revoke them.

A copy of your data

Everything stays on your server and accounts. Nothing is stored on my side.

A subscription

One fixed price for the build. Your tools are billed to you by their providers.

Start with
four questions.

Two minutes now. A fixed quote in writing within two business days.

Get a fixed quote