Professional Services
--template professional-services
Consulting and advisory firms billing clients by invoice. The default template.
- 92% invoiced / 8% cash sales
- Paid in 15–45 days
- 15% estimates · 10% POs
Service items
Expense categories
A template decides what the business looks like: what it sells, what it spends on, how it gets paid. A scenario decides how big and how healthy it is. Combine any of the 8 templates with any of the 8 scenarios.
Listed straight from the engine's template definitions.
--template professional-services
Consulting and advisory firms billing clients by invoice. The default template.
Service items
Expense categories
--template saas
Software companies with subscription and usage invoices, quick collections and a payroll-heavy cost base.
Service items
Expense categories
--template restaurant
Mostly cash sales receipts, food and beverage bills, and frequent purchase orders.
Service items
Expense categories
--template construction
Estimates on most jobs, purchase orders for materials, slow and often partial customer payments.
Service items
Expense categories
--template retail
Mostly cash sales, cost-of-goods bills and a higher refund rate.
Service items
Expense categories
--template healthcare
Invoiced services with 30 to 90 day collections and frequent partial payments.
Service items
Expense categories
--template nonprofit
Donations and grants, program and fundraising expenses.
Service items
Expense categories
--template real-estate
Rental and management-fee invoices with maintenance, tax and insurance costs.
Service items
Expense categories
Each scenario sets the size and shape of the company and may adjust collection rates, credits and refunds. On the CLI it's the --scenario flag. Without one you get $500K revenue, a $100K target profit and 15 customers.
--scenario healthy-small
Steady margins, customers who pay on time and no single client that dominates.
--scenario cash-crisis
Thin profit, late and partial payments, and a big share of revenue from a few clients.
--scenario rapid-growth
High volume, aggressive hiring and reinvestment, lots of estimates in flight.
--scenario seasonal
Busy and quiet months with larger quarter-end movements.
--scenario mature-stable
Predictable operations, high collection rates and steady expenses.
--scenario audit-nightmare
Many credit memos, refunds and vendor credits, with slow, partial payments.
--scenario new-company
Early-stage company with low volume and only a few vendors.
--scenario quick-demo
A tiny three-month company that loads into a sandbox in about a minute.
Templates are plain JavaScript objects. Add one, validate it, and open a pull request.