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Built for How You Work

Personal finance tools and business management in one platform. Every feature designed to save you time and surface insights that matter.

Personal Finance

Take Control of Your Money

Track spending, set goals, monitor your financial health, and plan for the future — all in one place.

Income & Expense Tracking

Stop manually categorizing transactions. Tracklytix auto-categorizes your income and expenses in real time so you always know exactly where your money goes.

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Financial Health Score

Get a real-time score based on your spending habits, savings rate, debt-to-income ratio, and investment health — with actionable tips to improve.

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Savings Goals

Create savings goals for anything — vacations, emergency funds, big purchases — and let AI suggest the fastest path to get there.

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Investment Planning

See all your investments in one dashboard — stocks, bonds, ETFs, crypto. Track allocation, performance, and rebalancing needs across every account.

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Tax Estimator

Estimate your quarterly and annual taxes in real time as your income flows in. Built for freelancers, side hustlers, and anyone who needs to plan ahead.

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Debt Payoff Planner

Choose snowball or avalanche strategies and see a clear timeline to becoming debt-free. Track every payment and watch your balances shrink.

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Bill Reminders

Smart alerts before every due date. Track recurring bills, see upcoming payments at a glance, and avoid late fees automatically.

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Business Tools

Run Your Business Smarter

From lead capture to profit calculation — manage your entire business workflow without juggling tools.

CRM & Lead Management

Track leads from first touch to closed deal. Full pipeline visibility with AI-powered follow-up reminders so no opportunity falls through the cracks.

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Quotes to Invoices

Generate branded quotes in seconds. When your client accepts, convert to an invoice instantly — then track payment status until the money hits your account.

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Revenue Tracking

See your revenue dashboards update in real time. Break down income by client, service, time period, or project — and spot trends before they become problems.

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Profit Insights

Stop guessing your profit. See per-job and overall profit calculations in real time — track expenses against revenue and know your true margins instantly.

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Mileage Tracking

Log business miles automatically with trip detection. Generate IRS-ready reports at tax time and never leave deduction money on the table.

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Pipeline Management

Visual pipeline boards with customizable stages. Drag-and-drop deals through your sales process and never lose track of where things stand.

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AI Automation

Automate follow-ups, quote generation, invoice creation, and expense categorization. Set rules once and let Tracklytix handle the rest.

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Stop Losing Revenue to
Disconnected Tools

Join our early access program and start running your lead-to-profit workflow with Tracklytix. Full access, completely free.

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Tracklytix

The lead-to-profit platform for service businesses. Capture leads, send quotes, track invoices, and see your profit — all in one place.

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