Tools
Financial planning tools
Organize revenue and expenses, import CSV exports, and build forecasts with disclosed assumptions. Not certified accounting, tax, or investment advice.
Enter figures manually or upload spreadsheets you already keep. Optional open-banking connections (when enabled) are for import only—we never store bank usernames or passwords.
Forecasts show the assumptions behind every projection so you can challenge them. Tools help you see timing risks; they do not guarantee outcomes.
Not available yet
Open-banking underwriting and automated credit scoring is coming after regulatory and partner approval. We will not enable lending, automated credit decisions, or related workflows until those gates are met.
Educational framing
Use these tools alongside licensed professionals when you need formal advice. Core entrepreneur tools are free by default.