Stop reconstructing the financial picture from four spreadsheets and a bank tab. This live Taskade Genesis app puts revenue, expenses, and runway on one page that updates as records change — so the answer to "how are we doing?" takes a glance instead of an afternoon.
What's Included
- Revenue Ledger: Every booked sale with its client, date, and category
- Expense Register: Committed and paid spend, grouped so you can see where it actually goes
- Runway Meter: Cash on hand divided by average monthly burn, recalculated automatically
- Category Breakdown: Which line item grew this quarter and by how much
- Seven Views: Read the same records as a table, a board, or a calendar
How To Use It
- Clone the live app above into your workspace.
- Load last quarter's revenue and expense records to establish a baseline.
- Set your spend categories so the breakdown matches how you actually think about the business.
- Add an automation that posts the month-end summary to your team channel.
- Add an AI agent and ask it what moved since last month.
Feed it from the invoice generators and the timesheet generators so the numbers arrive on their own. More finance apps sit in the Community Gallery.
