Cash Workspace templates
Pick a template and start with a structured finance system: invoices, expenses, forecasts, documents, fiscal folders, and accountant-ready exports.
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
Plantillas
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.
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.
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.
Get a working finance workspace first, then customize it around how your business gets paid.
Use the Freelancer template