Receipts & Expenses · your plan ·

01 · Where you are today

A card is not a system.

02 · What becomes true

What you asked for, and when it switches on.

Straight from your intake page and our call. Nothing you said no to is being built.

03 · The four-state plan

Every tool lands in one of four states.

Nothing is replaced for the sake of it. We switch on what you already pay for, wire rules into cards that exist, bring three ways of spending down to one, and leave your ledger and your bookkeeper exactly where they are.

04 · The connections

Spend on a card that knows the receipt.

Every way money leaves the building flows through one card platform that captures the receipt, routes the approval and codes the line. Every outcome reads from that one place, and so does your bookkeeper.

05 · The work

Clear steps. A clear done for each.

Everything we'll do, including the unglamorous parts: issuing cards, moving subscriptions, retiring the old card, catching up the backlog. You approve each gate before we move on.

06 · Roadmap

Six weeks, then it just runs.

07 · The guardrails

Guardrails before anyone gets a card.

Spending is trust. These rules are agreed in week one, written in a page, and built into the cards so they hold without anyone policing them.

You own everything.

The prompts, the rules, the templates, the data and the accounts. Everything is set up in your tenant, in your name. Leave any time and take all of it.

Your tenantYour accountsNo lock-in
08 · What we need from you

About an hour a week, and a few two-minute jobs.

09 · Done means

Measured, not promised.

In week 8 we check each line together. If any fails, we keep working at no charge until it passes.

10 · Investment and next steps

One fixed price. No surprises.