The complete financial operating system for freelancers — track income, manage taxes, monitor investments, prevent burnout, and scale strategically. All from one Notion workspace.
10 Connected Databases: Client Tracker, Income Tracker, Expense Tracker, Invoice Tracker, Investment Allocation, Side Hustle Dashboard, Quarterly Planning, Burnout Tracker, Emergency Fund Planner, and Runway Calculator.
AI Prompt Library — 10 ready-to-use prompts for ChatGPT, Claude, or Notion AI. Paste your data, get actionable insights on spending, revenue forecasting, client profitability, burnout patterns, and planning.
6 SOPs: Weekly Financial Review, Monthly Reset, Quarterly Planning, Invoice Workflow, Burnout Prevention, and Tax Reserve Management.
Built-in formulas for tax allocation (30%), net revenue, days overdue, burnout scoring, ROI tracking, and runway projections.
Set up in 10 minutes. Run your first weekly review in 30. No paid Notion plan required.