Personal finance. Business management.

Worksheets

Know where your money goes. Keep your business organised. Two separate products for everyday finances and hospitality teams in Australia.

Explore Personal Explore Business

Separate Personal and Business data
Australian-focused
Secure web access

Choose your workspace

Personal money and Business operations have different homes.

Select the product that matches what you need. They use separate accounts, databases, storage and permissions.

Worksheets Personal

Understand your own money and plan what comes next.

A private financial workspace for an individual or household. Track everyday money, upcoming commitments and longer-term goals without bringing workplace records into the picture.

Open Personal Explore Personal features

Personal helps you

See your positionAccounts, transactions, net worth and recent spending.
Manage todayBudgets, Safe to Spend, bills and subscriptions.
Plan aheadCashflow forecasts, savings goals, debt and What-If scenarios.
Keep private recordsPersonal Vault and explicit household sharing.

Personal stays private. It cannot access Business organisations, staff, venues or business financial records.

Worksheets Personal

Personal finance, from today's spending to tomorrow's plans.

Import bank transactions, organise spending and plan for bills. Scan a receipt, check the extracted details and link it to an existing payment without counting the expense twice.

Explore accounts, budgets and receipt matching

Know todayBalances, recent spending, budgets and an inspectable Safe to Spend calculation.

See what is nextBills, subscriptions, income and projected balances in a financial calendar.

Plan changesSavings goals, debt projections and What-If scenarios that never alter live records.

Keep records privateSecure documents and granular household sharing, private by default.

Worksheets Business

The work that keeps a venue moving, finally connected.

Replace scattered forms, folders and spreadsheets with workflows your team can use during a real shift.

Explore the Business workflow

People and payroll

QR clocking, GPS verification, staff profiles, availability, leave, incidents and weekly payroll exports.

Receipts and invoices

Capture documents, extract key fields, review supplier details and turn invoices into useful price history.

Daily venue control

Record takings, reconcile EFTPOS, complete cash declarations and keep every venue's records together.

Banking and ledger

Import bank CSV files, review individual transactions, match or categorise activity and prepare an auditable draft ledger.

Bank reconciliation without the tangle

Move from a bank statement to reviewed accounting records.

Keep the original CSV import, review every transaction and prepare consistent records for your accountant or accounting software.

Import and traceUpload bank CSV files, inspect each transaction and retain import history with guarded undo controls.

Match or categoriseMatch payments to existing sales or supplier records, or assign an account and GST treatment when a new entry is needed.

Chart of accounts and ledgerMaintain organisation-specific accounts, prepare balanced draft journals and post reviewed entries into the ledger.

Assets and depreciationLink equipment purchases to fixed assets and prepare depreciation or disposal entries without losing the banking trail.

Designed around the shift

Simple for staff. Complete for owners.

Each person sees the tools that match their role and assigned venue. Owners keep the wider operational picture without exposing private records to the wrong people.

Set up your organisation

1
Create your organisation
Add venues and keep each location's records separated.
2
Invite your team
Assign access by role, venue or across the whole organisation.
3
Run the day
Collect shift, document and cash records as the work happens.

Worksheets Business pricing

Invite the whole team without paying per person.

All plans include the core staff, venue, document, cash, banking and reporting workflows. Prices are AUD and exclude GST.

Starter

$59/month

$590 billed annually, two months free

Up to 10 staff
2 venues
100 OCR documents each month
All core operational features

Start 7-day trial

Professional

$149/month

$1,490 billed annually, two months free

Up to 40 staff
10 venues
1,000 OCR documents each month
Batch OCR and priority support

Start 7-day trial

Custom

Let's talk

For larger hospitality groups

More than 40 staff
More than 10 venues
Custom OCR allowances
Guided onboarding

7-day free trial. No card required. An active subscription is needed after the trial. Cancel paid subscriptions at any time.

Responsible by design

Personal and Business stay separate by design.

Separate environmentsPersonal accounts and Business organisations use different applications, databases, storage and permissions.

Private by roleHousehold sharing is explicit, while Business staff, managers and owners receive different operational access.

Location with limitsGPS is requested for clock actions, not for continuous staff tracking.

Auditable workflowsImportant administrative, document and cash actions retain a clear record.

Choose the workspace that fits

Personal money and Business operations each have their own place.

Open Personal Start Business trial