Finance
The workspace's money, in three tabs: an overview with live balances, a full transactions ledger, and a period P&L. Income and expenses can be one-time or monthly recurring, and Stripe syncs real payment data in.
Overview
Expandable widgets: account balance with a balance-over-time graph, recent transactions, upcoming revenue, and upcoming expenses. Entries can be one-time (a single dated row) or monthly recurring, and connecting Stripe syncs real-time payment data in.
Transactions
A full ledger — one row per income or expense entry, with direction badges, category, recurrence and date chips, plus search and a date-range filter driving the table and its summary bar.
Profit & loss
A period accounting statement built from the same entries: Income → COGS → Gross profit → Other expenses → Net profit, with margin and spend ratios, and plain income/expense line-item lists for the period. Each entry counts once on its own date, matching the Transactions tab exactly.
Metrics
A separate role-gated Metrics page gives leadership a workspace-metrics view; access is granted per member in Settings → Members.