Goldie

Pro users get detailed reports on appointments, payments, and clients to track business performance and export data easily.

Can I see how much money I’ve made each day/week/month/year?

Export appointment and payment data as CSV to support your tax filings. Automatic email delivery for Pro users.

Can I export my appointment data for tax purposes?

Understand your business with Goldie’s Appointment and Payment Reports for Pro and Pro Plus users. Track projected vs actual revenue.

Appointment Reports vs. Payment Reports

Get detailed Goldie reports with forecasts, custom dates, payment breakdowns, weekly emails, and export options for Pro users.

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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