What freelancers actually care about
- Tracking which clients paid and which are overdue
- Set-aside math: what % of each deposit should go to a tax-savings account
- Trailing 3-month average income (smoothes the lumpy reality)
- Recurring-tool costs that eat into margin
Three prompts to try first
“What's my trailing 3-month average income? Any late-paying clients?”
“How much should I have set aside for taxes if my effective rate is 28%?”
“List every tool I pay for monthly and sort by price.”
Setup
Sign up at bankbridge.money, connect your bank(s), pick your flavor of agent (see our connect guide), paste the pre-filled snippet from your dashboard. Ask one of the prompts above and the agent handles the rest.