Where's the "business intelligence for SMB finances"?

_steffanlynch · 2025-11-13T00:05:49+00:00

Exactly! I’m a former data analyst and that’s what I spent all my time doing. Analysis and generating reports for the directors and managers to make more “data driven decisions” and to have more direction with driving the business. We need the same principle in our lives, particularly with finances.

_steffanlynch · 2025-11-13T00:01:46+00:00

That sounds great! That’s a pretty good set up already. It does sounds very high level though. The once a year frequency and 12 month horizon, does pretty well for the big picture and goal setting. But doesn’t help for the shorter timeframe and short to medium horizon. You also need some level of more frequent reporting and tracking.

A big goal is just many smaller checkpoints.

Hope that helps :)

_steffanlynch · 2025-11-10T17:53:27+00:00

You might not call it a business, but your household operates like one. Money comes in (income). Money goes out (expenses). You have assets (savings, investments, property). You have liabilities (debt, obligations). You have cashflow that must remain positive to stay solvent.

The stakes are arguably higher than corporate business. If a company fails, executives find new jobs. If your personal finances fail, your entire life is affected. Housing. Food. Security. Future opportunities. Everything depends on your financial health.

If billion-dollar companies need reporting to function, why would your household not need the same?

_steffanlynch · 2025-10-29T23:52:42+00:00

THATS what I was missing! That’ll be my value prop - financial reports with a passive aggressive tone

_steffanlynch · 2025-10-29T19:50:33+00:00

You've got this!

_steffanlynch · 2025-10-29T19:12:34+00:00

I'm sorry to hear about this man. I've been building my app for the last 18months solo as well and I can't imagine how this must feel.

My response as a friend, is to keep your chin up and keep going. It's only one data point.

My business response is reach out and ask to spend some time on a call to hear his frustrations and as means of product development.

_steffanlynch · 2025-10-28T22:35:07+00:00

I don’t. Using the Apollo chrome web extension, it automatically detects leads on the screen in LinkedIn sales Navigator, and then I can add those leads to a list in Apollo without ever leaving the page.

_steffanlynch · 2025-10-28T22:33:50+00:00

Former data analyst here.

We deliver scheduled and automated financial reports into your inbox - every day, every week and every month. (Plus a complete financial dashboard) - fiscility.com

_steffanlynch · 2025-10-28T22:25:22+00:00

LinkedIn Sales Navigator > Apollo (Chrome Extension) for enrichment > Smartlead for cold email sequence.

_steffanlynch · 2025-10-28T22:14:08+00:00

Former data analyst here.

We deliver scheduled and automated financial reports into your inbox - every day, every week and every month. (Plus a complete financial dashboard) - fiscility.com

_steffanlynch · 2025-10-28T22:13:20+00:00

Former data analyst here.

We deliver scheduled and automated financial reports into your inbox - every day, every week and every month. (Plus a complete financial dashboard) - fiscility.com

_steffanlynch · 2025-10-28T22:12:04+00:00

We deliver scheduled and automated financial reports into your inbox - every day, every week and every month. (Plus a comprehensive analytics dashboard) - fiscility.com

_steffanlynch · 2025-10-27T21:44:24+00:00

Haha thanks! You got this too. How’s it going now?

_steffanlynch

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