Describe your projects
Bring client, amount and milestone details together.
For freelancers with multiple clientsSee your project payments
Pilot development / register interest
See your project payments
in one income plan.
A deposit from one client, a milestone payment from another. We’re building a finance agent to help you see project amounts and payment terms in one income plan.
Email only · No document required to express interest.
QualiFiFinancial clarity, in conversation
ILLUSTRATIVEWhich project payments am I expecting this month?
Split the sample projects into deposits and milestones to distinguish this month’s expected income from payments moving into next month.
Design projectDeposit
ExpectedConsultingDelivery + 14 days
This monthSoftware projectDelay scenario
Next monthSample data and intended output. Not live analysis.
Illustrative conversation flow
Specialized tasks underneath. A clear outcome in front of you.
01 / SOUND FAMILIAR?
The work is booked. The income timing is unclear.
The total project value doesn’t tell you what will reach your account this month. Different milestones and payment terms keep changing the plan.
02 / A WORKFLOW FOR THIS PROBLEMFrom context to outcome.
From context to outcome.
Three clear steps.
The experience we aim to shape together during a pilot.
Place payments on a timeline
See where deposits and milestone payments fall.
Plan the next month
Explore how delays or delivery changes affect your income plan.
The first step is to express interest. A demo comes later.
03 / BEFORE THE FIRST STEPKnow what
Know what
to expect.
What happens when I click?+
A short interest form opens. Leave your email to hear about pilot and early-access updates for this specific solution.
Is this solution live today?+
This page presents the intended solution and an illustrative experience. This form does not run live analysis, connect an account or activate an agent. After you express interest, we can discuss scope in a demo.
Do you need Gmail or WhatsApp permissions?+
No. We do not request account access at this step. Integrations and user control will be discussed separately when pilot scope is defined.
What comes after registering interest?+
We record your interest in this solution. A later 20-minute demo can explore your needs and pilot scope. No payment is collected on this page.
Help shape
what comes next.
Your interest helps us shape the pilot for this solution.