Cash Workspace templates
Pick a template and start with a structured finance system: invoices, expenses, forecasts, documents, fiscal folders, and accountant-ready exports.
Use Cash Workspace as a desktop or mobile app for a focused workspace window.
Credibility based on the product, not borrowed logos.
Tenant isolated
workspace-scoped access
Idempotent install
safe to retry
Audit log built in
every change tracked
Templates
Start with a workspace designed for how you operate. Each template defines categories, fiscal folders, dashboard structure, and the workflows you need next.
A ready finance dashboard for solo operators.
Track income, expenses, forecast, and fiscal folders in one structured workspace.
Best for freelancers, consultants, creators, and solo service businesses.
Cash operations for growing owner-led teams.
Organize vendors, outgoing bills, cashflow, and monthly operating spend.
Best for small teams managing vendors, payroll-adjacent expenses, and recurring bills.
Client revenue and delivery spend in one workspace.
Connect client invoices, project costs, contractors, and margin signals.
Best for studios, agencies, and service teams with multiple active clients.
A cleaner fiscal handoff for tax season.
Group invoices, bills, receipts, and summaries by fiscal year and direction.
Best for operators who want a clean accountant review package.
A practical forecast without a finance team.
Plan expected income, expenses, projected net, and runway assumptions.
Best for teams that need forward visibility without complex accounting.
A finance workspace for client-funded work.
Track contracts, retainers, project invoices, and pass-through expenses per client.
Best for solo consultants, advisors, and small pro services teams.
Honest take-home from your online store.
Payouts in, platform fees and ad spend out, refunds reconciled — not just gross revenue.
Best for Shopify, Stripe, Etsy, Substack, and platform sellers.
A workspace for landlords and rental operators.
Rent collected in, contractor and maintenance bills out, leases filed per property.
Best for solo landlords and small rental portfolios.
Start with the Freelancer template today. More templates are being prepared for small businesses, agencies, tax exports, and forecasting.
Cash Workspace is accounting-lite: structured enough for fiscal discipline, simple enough to use every week.
Separate incoming sales invoices from outgoing supplier bills, then group them by fiscal year for cleaner tax work.
Track vendors, categories, dates, and payment status without turning operational spend into another loose spreadsheet.
Plan expected income, expected expenses, and projected net so decisions are grounded in cash, not guesswork.
Keep documents tied to financial records and prepare accountant-ready fiscal folder structures when tax season arrives.
Spain and U.S. tax-preparation workflows available today, with United Kingdom, France, Germany, and Mexico planned. Map records to forms like Form 1040 or Schedule C and export an accountant-ready package. Not tax advice or official filing.
Install Cash Workspace as a focused desktop or mobile app from your browser — no app store, no native install. Same auth and privacy as the web.
The workflow is deliberately structured: install once, operate weekly, export cleanly.
Choose the Freelancer template and get categories, folders, dashboard widgets, and forecast structure in your workspace.
Manage clients, invoices, supplier bills, expenses, documents, and forecast assumptions from one structured place.
Group invoices and documents by fiscal year and direction so an accountant can review the right package faster.
Simple on the surface. Strict about tenancy, retries, exports, and auditability underneath.
Multi-tenant from day one. Row-level security in Postgres — your data can't leak across workspaces, even if the app code has a bug.
Every invoice, expense, and template install is transactional and safe to retry. No partial writes, no duplicate rows.
One-click ZIP grouped by fiscal year and direction, with a summary.csv your accountant can open.
Every mutation is logged with before/after snapshots. You see what changed, when, and by whom.
Free guides
Practical, free guides for getting organized — pick the workflow you need, then start a workspace to put it into action.
Organize your records and hand them off cleanly — no more scattered email attachments.
See what you are owed and follow up calmly, without losing track of due dates.
Keep spending categorized and receipts attached, ready for review or handoff.
HELPERG ecosystem
Cash Workspace is part of a small product ecosystem by HELPERG LLC. Explore related tools for webmaster visibility, automation, and personal budgeting.
Website visibility and webmaster analytics for site owners.
An automation-focused companion for webmaster and growth workflows.
A simple mobile budget tracker for personal money management.
Get a working finance workspace first, then customize it around how your business gets paid.
Use the Freelancer template