Every company you deal with, and what is between you.
Your bank, your employer, your insurer and the plumber’s firm. Each one’s people, history and money are read from the sections that already hold them, so there is nothing to keep in step.
Included in Ultimate.
No credit card required. Free forever plan.
What you can do
What you owe, and what leaves
How much you owe each organization, and your monthly outflow to banks and providers.
Money in both directions
Month by month, what you paid them and what they paid you, kept apart.
Its people
Everyone you know who works there, and their conversations and meetings on the organization’s history.
Its records
The debts, loans, scheduled payments, wallets, projects and events it is part of, in one page.
Your own notes
Keep notes on each organization, and your own rating of the relationship.
From your contacts
Create organizations from the employers already on your people, once you confirm it.
How it works
Add or import them
By hand, or from your people’s employers.
Record as usual
Payments and debts that name it land on its page by themselves.
Open it when you need it
Everything between you, before the next call.
Works with the rest of Focus Pivot
Every section reads the same wallets and transactions, so nothing is typed twice and nothing disagrees.