every processor, one view
Finances
+$0 net /mo
Income · MTD
$00/6 live
Expenses · /mo
—awaiting statement
Net · /mo
$0in − out
Stripe balance
—connect Stripe
Monthly expenses · by categoryawaiting statement
No verified expense data yet. Upload a bank or card statement to categorize expenses and prepare a tax-planning summary.
Upload statements
Drop a credit-card CSV (categorized spend) or a bank statement PDF(per-business income). Stored locally (gitignored), never committed.
Income · by processor0/6 live
Stripe · Launchpad Cohort
Stripe
—awaiting key
PayPal
PayPal
—awaiting key
FanBasis · Vantage
FanBasis
—awaiting key
FanBasis · Launchpad Cohort
FanBasis
—awaiting key
Wise · Account 1
Wise
—awaiting key
Wise · Account 2
Wise
—awaiting key
Finance and commission agent
Verified bookkeeping workspace
This agent reconciles connected processor data and uploaded statements, categorizes expenses, and prepares a tax-planning summary for review. It does not estimate tax, file returns, or connect a bank without authorized credentials.
Income evidence
0 live sources
Expense evidence
Awaiting statement upload
Tax status
Requires verified books and jurisdiction settings