Small Business Finance Manager
About this template
Small Business Finance Tracker is an all in one solution for all your financial dreams at a cheap cost, whilst offering higher functionality than other softwares. This template not only includes the standard income and expense tracing, but also has expense approval, a mini CRM, and a budget manager. Compared to priced software, for example QuickBooks, which starts at $7 a month, ours is free for a personal license, and only $19 for a team license, which allows you to add as many members as you wish. QuickBooks on the other hand, only allows you to have 1 member per workspace, and has a much more complex user interface. As well as that, we have nice colours (but that’s personal preference… except our colour palate is infinitely better!) Hopefully, this is what you are looking for.
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
