Your dashboard

What you'll see on day one

Sample tiles from a 5-tech salon. Plug in Plaid and your POS — these become your numbers.

Cash on hand
$12.5k
2 accounts
Monthly profit
$3.2k
Projected · +18% MoM
Profit margin
18.5%
Below 20% target
Bookings this week
47
Across 5 techs
By pillar

Features by pillar

Pillar 1 · Control

Budgeting, banking & categorization

"Can I run business and personal money side by side without mixing them up?"

Yes — multi-budget specs with hierarchical categories.

Run separate Personal and Business budgets, or any custom spec, and switch with a dropdown. Categories nest (Payroll → Regular + Commission + Bonuses), are edited per month, with planned-vs-actual on every row.

"Do I have to type every transaction in?"

No — your bank feeds in automatically (Plaid bank sync).

Connect bank and credit-card accounts via Plaid for auto-import of new transactions. 90 days of history sync on connection. Pause or resume per account; manual accounts available for banks Plaid doesn't support.

"What if my bank or backbar supplier doesn't connect?"

Drop in a CSV — works on Free and Pro alike.

Useful for imported history or for owners who prefer manual control over auto-sync. Any CSV format is accepted.

"What about my Vagaro / Square / Booksy data?"

Pull it in via POS imports.

Vagaro Transaction List XLSX is supported today. Square Appointments, Booksy, Mindbody, and Phorest are on the roadmap. Once committed, your Profitability dashboard flips from "estimated" to "live" — real margins from real bookings.

"Do I have to categorize every transaction myself, forever?"

No — it watches and learns (categorization rules with AI suggestions).

Match by payee, description, amount range, or regex. Drag rules to set priority. The engine watches your manual categorizations and proposes new rules with a confidence score and a preview of which historical transactions would match.

"How do I stop owner-draws and account transfers from inflating my expenses?"

Automatic transfer detection.

Inter-account transfers are scored across amount match, date proximity, and description hints. High-confidence matches auto-confirm; the rest land in a review queue so they don't double-count in your budget.

Rules — AI suggestions
3 new
payee = "Vagaro Inc"
Service revenue
92%
payee ~ "BEAUTY SUPPLY" · amt ≥ $50
Supplies & consumables
84%
desc ~ /^(Transfer|TRF) /
Internal transfer
78%

Suggestions are derived from patterns in your manual categorizations. Accept once, and matching transactions auto-assign on every future import.

2 transfers awaiting review
Business checking Business savings
$2,400.00
May 3 · 91% match
Owner draw Personal checking
$1,200.00
May 1 · 76% match

Confirm or ignore each match. Confirmed transfers are excluded from budget categories so your spend numbers stay accurate.

Pillar 2 · Understand

Time-driven activity-based costing

"How do rent, software, and overhead actually attach to a service I deliver?"

They become Cost Pools.

Auto-derived pools for Facility, Salaried Overhead, and Equipment, plus user-defined buckets for insurance, software, bonuses, and seasonal costs. Fund a pool from a budget category and the system computes a smoothed monthly value, then attaches a fair share to every service.

"Which services are making me money — and which ones are quietly losing it?"

Per-service profitability.

Revenue, labor, backbar, and absorbed overhead per service — actual margins, not category averages. The kind of answer a coach charges $1,500/month to produce.

"Which techs are pulling weight, and which ones are running on idle?"

Per-tech profitability.

Per-employee P&L: revenue contributed, hours booked, idle hours, and the break-even booking rate that has to be cleared before they're net-positive.

"Is one of my techs draining my margin on a specific service without me noticing?"

The tech × service matrix.

Every combination of tech and service, scored by margin. Sort to find unprofitable pairings before they distort your month.

"How much do empty chairs cost me each week — in actual dollars?"

Idle-capacity quantification.

Tech-hours, chair-hours, and station-hours that aren't producing revenue, expressed in dollars — not just "you have gaps." So you can decide whether to fix the schedule, fix the marketing, or fix the staffing.

"Can I trust these numbers, or is this still a guess?"

Live vs estimated freshness pill.

Profitability shows an explicit badge — Estimated when running on target booking rates, Live once your POS history is committed. No wondering whether you're looking at hopes or measurements.

Sample TDABC reveal
Service
Price
Margin
Polish change
$18
38%
Gel manicure
$42
24%
Spa pedicure
$58
12%

Same chair, same hour — wildly different margins. That's what TDABC surfaces.

Pillar 3 · Optimize

Strategic business intelligence

"My shop doesn't look like the textbook example. Can the engine still fit?"

Yes — engine settings tune to your reality.

Adjust target booking rate, employer tax %, default tip %, and other engine parameters so the costing model matches how your salon actually runs. (TDABC tuning, for the curious.)

"How does scheduling tie back to profitability?"

Through the bookings layer.

Every appointment becomes a data point in per-service and per-tech margin. Revenue and time hit the costing engine the moment a booking lands — no after-the-fact reconciliation.

"What do I need to set up before any of this is trustworthy?"

The setup health strip tells you, every dashboard load.

A live status check across the top — Facility, Resources, Stations, Services, Employees, Bookings, Profitability. Click an amber or red node to land on the page that fixes it. No guessing.

"Can the dashboard show what I actually care about?"

Customizable widget layout.

Show, hide, and reorder widgets — Cash on hand, Monthly profit, Bookings this week, Pending transfers, Services to look at, Budget snapshot. Reset to defaults anytime.

"How do I match the right tech's pay grade to the right service?"

The tier coverage matrix.

Map which techs can deliver which service tiers (Beginner, Intermediate, Advanced) so the booking engine knows who's qualified — and the margin engine knows what each booking actually costs to deliver.

Platform

Core platform features

Bank-grade security

  • Modern authentication and access controls
  • Defense-in-depth protections
  • Encryption at rest and in transit
  • Regular security reviews

Role-based access control

  • Granular permissions
  • Organization and user management
  • Feature-based access
  • Audit-friendly activity trails

Reporting

  • Dashboards on Free (basic stat tiles) and Pro (full profitability)
  • CSV data export
  • Interactive analytics

Integrations

  • Plaid bank connections
  • POS imports (Vagaro)
  • CSV import & export

Multi-platform access

  • Responsive web app
  • Mobile-optimized interface
  • Cross-browser compatibility

Cloud infrastructure

  • Scalable, reliable hosting
  • Automated backups
  • High availability
Ready when you are

See what your services actually cost.

30 days of full Pro on signup. Manual budget & CSV import stay free forever.

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