Finance Clarity Assistant
Get a clear weekly view of where the money actually is.
For freelancers, small companies, owner-managed businesses.
Request a free automation checkThe problem
Money moves between personal accounts, business accounts, loans and expenses. The owner does not have a clear weekly view.
Why it matters
When personal money, business money, loans and expenses blur together, decisions get made on gut feeling instead of facts. A simple weekly summary turns scattered transactions into a picture you can actually plan around.
How automation helps
The system collects bank exports or manual entries, categorizes transactions and creates a weekly clarity report.
Example workflow
- 1Bank export/upload arrives
- 2Transactions are classified
- 3Business and personal money are separated
- 4Debt and cashflow are summarized
- 5Weekly report is produced
Tools that can be connected
Typical result
A clearer weekly view of cashflow and spending, without manual spreadsheet wrangling.
Start small
Start with weekly CSV import before connecting bank APIs.
You don't need a big system on day one — we start with one process and grow it only when it earns its place.
Have a similar process?
Start with a free automation check. Describe one repetitive task, and we'll show what can be automated first.
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