Everything in Finance
✓ Revenue and income tracking
✓ Expenses and budgets
✓ Subscription tracking
✓ Cash reserve and savings goals
✓ Tax set-aside
✓ Reports and export
Available · Finance Department
Know where your money is going—and what to do next.
Choose Business Finance or Personal Finance, then control revenue, expenses, daily earnings, budgets, subscriptions, reserves, tax set-aside, goals, and reports.
Real Shield+ workspace
Money control without the clutter.
Track the numbers that matter, move between business and personal views, and export reports from a workspace designed for daily decisions.
Guided setup
Your Finance workspace starts with your answers.
1. Choose a mode
Select Business Finance or Personal Finance. The labels and recommendations adapt to the way you manage money.
2. Set your targets
Add currency, monthly income target, tax percentage, reserve target, and starting balance.
3. Build your controls
Choose budget categories, recurring subscriptions or bills, goals, and report frequency.
Included
- Revenue and expense records
- Budgets and recurring items
- Cash reserve and goals
- Checklist, reports, and CSV export
Not included
- Automatic bank synchronization
- Tax, legal, or investment advice
- Bookkeeping performed by Shield+
- Unpaid Shield+ departments
Support
One-on-one Shield+ guidance is available for account, billing, onboarding, and workspace questions. Call or text 239-821-0684.
Frequently asked questions
Before you start
When does Finance access begin?
Only after Stripe confirms payment through a signed webhook and Shield+ creates the organization entitlement. Reaching a browser success page does not grant access.
Can I cancel?
Yes. Billing is managed through the Stripe Customer Portal. Access normally continues through the paid period, subject to the subscription policy.
Can I add another department later?
Yes. The workspace includes an Available Departments area. Only purchased and active departments appear in operational navigation.
Does Shield+ connect to my bank?
No. Bank synchronization is not included in this first Finance plan.
Start with Finance. Add more as you grow.
Customer Operations, Marketing, Production, and Mission stay connected through the same Shield+ organization.