Finance Crystal Ball

 

Cloud Sync not connected

Link this business to the Finance Crystal Ball backend so it saves on the server and syncs across your PC and phone. Enter your details — nothing is stored in the app itself.

Integrations — auto-pull sales

Connect a store (read-only — it never changes anything) and it auto-fills your sales, growth trend and stock levels. You still enter cash on hand, expenses and purchase orders yourself — your store doesn't know your bank balance or payroll.

🛍 Shopify
how to get the token →
📦 Amazonbeta
what these are →
🏦 Bank

Log in to your bank to auto-fill Cash on hand — the one number the stores can't see. Read-only: it can never move money.

Advanced: use your own Plaid app / paste a token

Cash Position & Horizon

Revenue how it forecasts →

Operating Expenses + add

Expense
Amount
Frequency
Payroll, rent, software, ads, utilities, loan payments. Set the frequency and (for monthly) the day it hits.

Import Sales where to get the file →

Drop a CSV here, or click to choose a file

Inventory Purchase Orders + add

Big buys that hit cash on one day. The forecast shows exactly what each does to your runway.

Inventory & Reorder + add

Track stock vs. how fast it sells. It flags what to reorder and when you run out.

Cash-Flow Forecast

Finance Crystal Ball · saves automatically ·
Security Policy · Data Retention