Aurelia HQ
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7 systems connected
9:41 AM
🔔3
AP
Finance
Revenue, spend, and goals
Setup stage — connect accounting to view revenue

Monthly Revenue

—
Connect integration to view live data

Portfolio Value

$128,900
Across 3 accounts

Savings Goal

$42,000 of $75,000

Expenses

  • Software subscriptions$420
  • Contractor — video editing$1,200
  • Studio equipment$680

Subscriptions

  • Notion$20/mo
  • ClickUp$36/mo
  • Google Workspace$18/mo
  • Slack$15/mo

Invoices

  • Client ADue in 6 days
  • Client BPaid
  • AI Consulting retainerOverdue

Business Pipeline

Lead3
AI Consulting — Client D
$5,000 est.
Content Studio — Client E
$2,400 est.
In Discussion2
AI Consulting — Client F
$8,000 est.
Closed Won4
Forward Path Studio — Client A
$18,400
AI Consulting — Client C
$9,800
Aurelia HQ · Powered by Forward Path Studio · Live integrations in progress