A marketplace app for your CRM
Know your numbers. Right inside your CRM.
See your revenue, monthly recurring revenue, unpaid invoices, and top customers on one clear screen, in the account you already use every day.
Read-only access. Your money never moves through us.
Your business runs in your CRM. Your money lives everywhere else.
Stripe has your payments. Your invoices sit in one place. Your recurring revenue sits in another. So you log in to three dashboards, build a spreadsheet, and still are not sure how this month is really going.
Too many places to look
Your numbers are split across tools that do not talk to each other.
Guessing feels heavy
Making big calls on gut feel keeps you up at night and makes you second-guess yourself.
It should be simple
Knowing how your business is doing does not take an accounting degree. It takes the right view.
We get it
We built it for ourselves first.
We run our own business on the same CRM too. We were tired of guessing, so we built a money dashboard for our own team. It changed how we plan each month. Now we are opening it up to other owners, and we will walk with you through setup so you are never on your own.
The plan
Three steps to a clear view
Install
Add iGloo Financials from the marketplace. No new logins to remember.
Connect
Link your Stripe account with a read-only key. It takes a few minutes, and we can help.
See
Open your dashboard and know where your business stands, any time you want.
What you will see
The numbers that matter, in plain English
Revenue
What came in this month, and how it compares to last month.
Monthly recurring revenue
The money you can count on every month from subscriptions and retainers.
Yearly run rate
What your recurring revenue adds up to over a full year.
Unpaid invoices
Who still owes you, and how much, so you can follow up fast.
Top customers
The clients who drive your growth, so you know where to focus.
Cancellations and forecast
Who left, and a simple look at where revenue is heading next.
For agencies
Give every client a clear money view
Install iGloo Financials in each sub-account. Every client sees only their own numbers. Offer it as part of your service and become the partner who helps them understand their business.
Your data stays yours
Built to read your numbers, never move your money
- Read-only connection to Stripe
- Keys are encrypted and stored securely
- Each account is walled off from every other account
- Every access is logged for a clear audit trail
Where we are headed
Start clear today. Grow into full control.
Founding members help decide what we build next. Roadmap items are planned, and timing may change.
Your money dashboard
Stripe revenue, recurring revenue, unpaid invoices, top customers, and forecast inside your CRM.
All your payment tools in one view
PayPal, Square, Authorize.net, and NMI added next to Stripe, with one combined total.
Cash, checklists, and custom views
Secure bank linking, cash on hand, dashboards you design, and month-end checklists.
Picture Monday morning
You open your CRM and click once. You see what came in, what is still owed, and which customers drive your growth. You walk into the meeting with your partner already knowing the numbers. You plan next quarter with confidence and get your evenings back for your family and your team.
Without a clear view
- Late nights rebuilding the same spreadsheet
- Unpaid invoices that slip through the cracks
- Cash surprises that show up at the worst time
- Big decisions made on gut feel alone
Works alongside your accountant
iGloo Financials is your everyday visibility layer. Keep using QuickBooks, Xero, and your bookkeeper for the books and taxes. You will just walk into every conversation already knowing your numbers.
Founding member early access
When you are ready, save your spot.
Founding members lock in launch pricing, get hands-on setup help, and shape what we build next.
Want to start smaller?
Get the free Month-End Money Checklist. A simple list to help you close out each month with confidence.
Questions owners ask
Do I need Stripe?
Yes, at launch. PayPal, Square, Authorize.net, and NMI are planned next.
Does this replace QuickBooks or my bookkeeper?
No. It gives you a clear daily view. Your books and taxes stay with your accounting tools and your accountant.
Can iGloo Financials move my money?
No. The connection is read-only. It can see your numbers. It cannot charge, refund, or transfer anything.
I run an agency. Can I offer it to clients?
Yes. Install it in each client sub-account. Each client sees only their own data.
When does it launch?
We expect to open to founding members soon. Join the list and we will keep you posted.