Sound Familiar?
We built Fin because we lived these problems.
Spreadsheet Chaos
You're juggling accounting tools, spreadsheets, and project management tools, and praying nothing falls through the cracks.
Profit Blindness
You're hitting revenue targets but still don't know if you're actually profitable per project.
Cash Flow Panic
Staff expenses keep running but you're not sure when client payments hit.
Tool Overload
You're paying for 8 different tools that don't talk to each other.
Everything You Need to Scale
Stop juggling tools. Start controlling your financials.
Forecast With Confidence
- ✓36-month cash flow projections
- ✓Staff expense tracking linked to projects
- ✓Contract-based revenue modeling
- ✓Forecast profit margins before signing clients
Consolidate Everything
- ✓Built-in task management with Kanban or List View
- ✓Time tracking linked to profitability
- ✓ Invoice generation and payments
- ✓Customer record management
Know Your Numbers
- ✓Real-time profit per project
- ✓Run rate and cash flow forecasting
- ✓Burnout alerts when team is overworked
- ✓Project margin transparency
Replace 5+ Tools
- ✓No more data silos
- ✓Built for agency workflows
- ✓Document storage and management
- ✓Time tracking for staff and contractors
How It Works
Four simple steps to financial clarity.
Connect Your Data
Import contracts, expenses, and team info. Sync with your existing tools.
See 36 Months Ahead
Automated forecasting shows cash flow and profitability projections.
Track Everything
Manage tasks, time, and invoices in one unified platform.
Scale Profitably
Make data-driven decisions about hiring, rates, and clients.
Powerful Features, Built Your Way
Take Control Of Your Business
- ✓Predict revenue, expenses, and profit 36 months out
- ✓See when contracts end and revenue drops
- ✓Model staff raises and new hires before committing
- ✓Alert when profit margins fall below your target
Meetings That Generate Their Own Tasks
Forward your meeting transcript or email, get a project board of tickets in seconds. Built-in Claude AI extracts action items, assigns priority, suggests owners.
Instant Parsing
Upload anything, we extract action items
Smart Assignment
AI suggests team members and priority
AI Task Management
Assign AI to the task
Results That Speak
By combining project management, real-time time tracking, and real-time margin calculations
Ensure that staff projects are balanced and avoid burnout
Unlimited seats, projects, expenses, incomes, forecasts, time tracking and project management for one low monthly price
"We could never see the cliff approaching. Revenue was unpredictable. Cash flow constraints come out of nowhere. None of our tools spoke to each other in a margin focus way. Now, we have total clarity."
— Justin Abrams, Co-Founder & CEO @ Cause of a Kind