Seven finance pages instead of seven spreadsheets
Overview, budget, expenses, subscriptions, payments, invoices and review, next to the playbooks and availability that keep the rest of the work moving.
Your role
Where this work lands
How it goes now
The budget lives in a sheet that drifts away from the bank. Receipts arrive in three places. A renewal is noticed the day it is charged. Answering whether we are profitable means rebuilding the answer by hand, and the rebuild is only as good as the last person who touched the file.
How it goes now
The work already exists. It is just scattered.
The budget lives in a sheet that drifts away from the bank. Receipts arrive in three places. A renewal is noticed the day it is charged. Answering whether we are profitable means rebuilding the answer by hand, and the rebuild is only as good as the last person who touched the file.
- 01
The finance overview puts revenue, costs and cash together and states the coverage behind the answer, so a number with thin data reads as thin rather than confident.
- 02
Budget plans per business area with fixed amounts and percentages, compares revenue against costs, and keeps the history you saved instead of overwriting last quarter.
- 03
Expenses keep the receipt with the cost. Subscriptions show recurring software, customer subscriptions and what renews next. Invoices track due dates, payment matches and the documents backing them.
- 04
Finance review is a work queue, not a report: missing receipts, possible duplicates, overdue invoices and payments still to match, each with the record that raised it.
- 05
Payments is designed to read Mollie. The Sources page lists every system Growth-OS is built to read, what each one would need and what is actually connected, so nobody assumes a number is live when it is not.
- 06
Playbooks turn a procedure into a sequence, a checklist or a flowchart, filed under a part of the business, with a screenshot per step and the exception written at the step where it bites. Availability shows current work, weekly meetings and what a teammate wants you to keep in mind.
In the product
The screens you will open.
Where this lives in Growth-OS
Read the feature page, or go straight to the page in Growth-OS. The app asks you to sign in.
Finance
Overview, budget, expenses, subscriptions, payments, invoices and the review queue.
Playbooks
A procedure as a sequence, a checklist or a flowchart, with its exceptions written down.
Sources
Every system Growth-OS is designed to read, and what is actually connected today.
Availability
Current work, weekly meetings and what teammates want you to keep in mind.
Open Finance overview
Revenue, costs and cash, with the coverage behind them.
Open Finance review
Clear the queue: receipts, duplicates and matches.
Something missing for your role?
Tell us what your week actually looks like and which page you cannot make work yet. Your message opens as an email draft; nothing is sent in the background.
Your message
Tell us what you need
This reaches the people who build and run Growth-OS. A written question beats one asked in a corridor and forgotten by lunch.