WorkluneBookkeeping & profitability
Small Business Bookkeeping & Profit Tracker
Know what you earned, what you spent, what clients still owe you, and which projects actually made money.
Workflow: Client → Project → Invoice → Payment → Costs → Profit
Digital downloadExcel 365Google Sheets importSample data
What it helps you do
A focused system, not another complicated app.
- Business dashboard with invoiced, collected, outstanding, overdue, expense and profit metrics
- Income, expense, invoice and payment tracking in one connected workflow
- Recurring-cost planning and category-based expense summaries
- Project profitability, margin, revenue-per-hour and collection-rate views
- Monthly profit & loss and cash-flow reporting
- Quick Start instructions and sample data included
Built for
Freelancers, consultants, independent professionals and small service businesses that want financial visibility without a complicated system.
Use the workbook as an operating and planning tool. It is not a replacement for professional accounting, tax, legal or specialist software where those are required.
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Guides related to this product
Practical articles built around the same problem this Worklune tool is designed to solve.
Worklune on Etsy
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