See where your business stands.

Doshmodo helps surface the financial warning signs that are easy to miss in ordinary bank and card activity, including rising costs, recurring spend, vendor shifts, and other changes worth attention.

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DoshModo Pulse for September: cash, owed, and net over twelve months, then money in and out by month

Four Questions, Every Month

Money is spread across checking, savings, and cards, each with its own statement. DoshModo brings them together and answers four plain questions.
[balance]

Balance

What is on hand, and what is owed? Cash, card, and loan balances at each month end, and how they moved.

[flow]

Flow

Where did money come from, and where did it go? Money in by source and money out by vendor, with transfers between your own accounts set aside.

[changes]

Changes

What is different from the month before? New vendors, price changes, and activity that grew, shrank, or stopped.

[recurring]

Recurring

What comes in and goes out on a regular basis? Subscriptions, retainers, and bills, and what is expected next.

Review the Month, Then Sign It Off

Each finished month lists only what needs a look, with the transactions behind it. Answer each item and mark the month reviewed. If its data changes later, the month reopens and says what changed.

DoshModo Review for September: a statement to inspect, a charge and a transfer recorded twice, a missing charge, a price increase, a new recurring charge, and a new vendor, each with its answers

Built on the Statements You Already Have

Upload the PDF statements from your bank and cards. DoshModo turns merchant strings like "SQ *BLUE BOTTLE COFFEE OAKLAND CA" into Blue Bottle Coffee, recognizes transfers between your own accounts and learns them, and shows which months each account’s statements cover, so gaps are easy to spot.

DoshModo Statements: a coverage grid of which months each account's statements cover, above the statement list

For Freelancers, Small Companies, and Their Bookkeepers

[who]

Freelancers, consultants, creators, and small companies use DoshModo to see how their money works without a finance department. Bookkeepers and accountants can work across their clients’ workspaces. DoshModo is not bookkeeping or tax software; keep QuickBooks or Xero for that.

See Your First Month

Join the early access. Bring a few months of bank and card statements and see where your business stands.

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