Finances
Your wealth. Your books. Both run here.
GFunnel is the workspace for finances — your budget, net worth, investments, and tax prep, or the books, clients, and engagements of a practice you run.
What people build here.
Personal money on one side. Practitioner books on the other. Same workspace.
Personal
Personal budget
Income, expenses, savings, alerts.
Personal
Net worth
Assets, liabilities, monthly trend.
Personal
Investment tracking
Holdings, performance, rebalancing.
Practitioner
Financial advisor practice
Clients, plans, reviews, billing.
Practitioner
Accounting practice
Clients, books, returns, deadlines.
Family
Joint budget
Shared income, bills, savings goals.
How GFunnel handles finances
One ledger
Every dollar accounted for.
Budget, net worth, investments, taxes — all linked. No more reconciling four spreadsheets every month. Or for practitioners, every client's books in one record.
Privacy
Your numbers stay yours.
Personal financial data is encrypted client-side. Server never sees plaintext balances. For practitioners, client data is RLS-isolated.
Compounding
See the long arc.
Year-over-year net worth, savings rate, investment performance. The chart that shows what 10 years of discipline actually buys.
On the platform
The same modules every workspace gets — universal, regardless of sector.
Workspace OS
One login. Every department organized.
Timeline & memory
Every action logged. AI summaries daily.
BEAS scoring
Monthly score across 9 departments + 4 pillars.
AI assistant
"Ask your business." Real answers from real data.
App hub
5,000+ integrations. Bring your stack.
Social network
Connect with everyone else building on GFunnel.
Know your numbers.
Run the books. Run the wealth.
Free workspace. Modules ready when you are.
Create Free Workspace →