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Simpler than any CRM

P&L Planning & Tracking

Set financial targets for revenue and expenses, then watch how your actual numbers compare in real time. Know if you're on track, ahead, or falling behind — every single day.

What's included

📊

Revenue and expense targets

Set monthly targets for total revenue, revenue by service category, and expense budgets by category. Your financial plan becomes actionable and measurable.

📅

Real-time plan vs. actual tracking

See how your actual numbers compare to your plan at any point in the month. Visual indicators show if you're on track, ahead, or behind.

🔄

Daily run-rate projections

Based on your current pace, the system projects where you'll end the month. Early warnings let you take action before it's too late.

🔔

Category-level budget tracking

Track spending against budget for each expense category — rent, salaries, supplies, marketing. Spot overspending before it impacts your bottom line.

👤

Historical plan accuracy

Review how accurate your past plans were. Learn from over- and under-estimates to make better financial plans each month.

How it works

1

Set your financial plan

Enter revenue targets and expense budgets for the month. Break them down by category for more detailed tracking.

2

Run your business as usual

As orders come in and expenses are recorded, actuals automatically compare against your plan. No extra work needed.

3

Monitor and adjust

Check your plan-vs-actual dashboard daily or weekly. If you're falling behind on revenue or overspending, take corrective action early.

🔍 Free

Find out how P&L Planning can improve your business

AI will analyze your business in 5 minutes and show you opportunities for automation.

Pricing

Starta Lite

Free

Access to StartaAI

  • StartaAI - built-in chat assistant, helps use CRM and simplify business management.
  • Access only for the business owner
  • Personal booking website
  • Unlimited bookings
  • SMS notifications to clients
  • Calendar and bookings
  • Vacation and schedule management
  • Push notifications in the Starta.one app
  • Integration with your website
  • Placement on various platforms to promote services
Start with Lite

Frequently asked questions

How much does P&L Planning & Tracking cost?

Starta Lite is free. Starta Pro pricing depends on team size and license duration. Calculate your exact price in the calculator above on this page.

How detailed can my financial plan be?

You can set targets at the total level or break them down by revenue category and expense type. The more detailed your plan, the more useful the tracking becomes.

Does the system alert me if I'm off track?

Yes. The dashboard shows visual indicators and projections. If your current run rate suggests you'll miss a target, you'll see it early enough to take action.

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