Business Finance OS
Business Finance OS
Your all-in-one Notion system to take full control of your business finances — from tracking every expense to managing client revenue, budgets, goals, and profits. Built for entrepreneurs, freelancers, and small teams who want a minimalist yet powerful finance command center.
What’s Inside
A complete, interconnected workspace with 12 advanced databases carefully designed to keep your financial life organized and crystal clear:
- Invoices — Manage clients, statuses, due dates, and payments.
- Expenses — Categorize, track, and visualize all business costs.
- Projects — See profitability per project and link to invoices & clients.
- Clients — Monitor revenue, outstanding payments, and performance.
- Budgets — Plan monthly or project-based budgets with progress bars.
- Subscriptions — Stay on top of recurring payments and renewals.
- Financial Goals — Set and measure progress toward your key targets.
- Cashflow Dashboard — Auto-calculated income vs. expenses overview.
- Revenue Streams — Track where your income truly comes from.
- Profit Tracker — Visualize growth and compare performance monthly.
- Investments — Record, monitor ROI, and analyze long-term results.
- Taxes — Simplify reporting with ready-to-export tax data.
Everything is interconnected, clean, and automated — giving you insights instead of spreadsheets.
Key Features
- Clean & Minimalist Design — built to reduce friction and focus on clarity.
- Smart Relations & Rollups — automatic linking between clients, invoices, and projects.
- Pre-built Charts — visualize income, expenses, and profit trends in seconds.
- One-Click Views — filter by month, project, or client instantly.
- Dashboard Overview — get a real-time snapshot of your financial health.
💬 Perfect For
Freelancers • Entrepreneurs • Small Business Owners • Agencies • Consultants
Anyone tired of juggling spreadsheets or disconnected tools — everything you need is in one clean OS.
Take control. Gain clarity. Grow confidently with Business Finance OS.