Cash Pulse Pack

Weird-charge detection from a plain bank CSV is the part agency owners will actually open every week. Are your first buyers mostly agencies on QuickBooks or Xero, or ones still living in spreadsheets?

The three prioritized cash moves at the end of the weekly snapshot seem like the useful bit, since a burn number alone doesn't tell an owner what to do. How does it decide which moves to put first when a CSV has lots of small recurring subscriptions?

Tip for agency owners: run the snapshot on the same day each week and compare burn against the same week last month, since a single week's runway number swings a lot with when client payments land.

From a small studio that bills by project: the weekly snapshot would be more honest for us if it could separate cash that is already committed (subcontractor invoices due, prepaid licenses) from free cash, because runway from a bank CSV alone looks better than it is the week before payroll. Does the CSV import let you tag a transaction as recurring once and remember it, so the weird-charge list stops flagging the same SaaS fees every week? And is the $149 a one-time purchase of the toolkit with the snapshot run locally, or is there a hosted part that needs the bank CSV uploaded?