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ACCESS THE TOOLKIT

 

Choose the plan that fits your needs

Sample
(Free)

  • Demo workbook with Invoice Tracker + AR Aging (example only)

  • Industry-Specific Basics (read-only reference sheet)

  • Revenue & Expense Log + Cash Flow Tracker (lite – one prefilled demo month + one test entry)

  • Snapshot Forecast (basic – one-month forward demo)

  • Most fields are locked. Limited entry only.

  • No support or upgrades included

* Demo only. Limited entry fields.

  No support or upgrades included.

Toolkits

Solo Edition
$49.99

  • Basic Dashboard – simple snapshot view

  • Invoice Tracker + AR Aging Sheet – log invoices, see who owes you, and track payment timelines

  • Cash Flow Tracker – monthly inflows and outflows

  • Revenue & Expense Log – running list of income and costs

  • Snapshot Forecast (Lite) – simple forward-looking view

  • Protected formulas. Only white input fields are editable.

  • Support not included (optional add-on at checkout)

Support Add-On available for $9.99/month. Applies only to the version you purchase. Does not include future updates or releases.

 Support Plan
($9.99/mo add-on)

  • Email support

  • Troubleshooting template use

  • 48-hour response window (Mon–Fri)

  • Requires an active Solo subscription. Not offered separately.

  • Guidance only (no accounting, tax, legal, or investment services)

*$9.99/mo add-on. Requires active Solo subscription.

KOSYME sample business finance dashboard with cash flow and invoice tracking

Functional Dashboard included in the Solo Edition Toolkit.

Frequently Asked Question

 

What’s included in the Free Sample Toolkit?

​

The Sample edition is a demo workbook with:

  • Invoice Tracker + AR Aging (example only)

  • Industry-Specific Basics (read-only reference)

  • Revenue & Expense Log + Cash Flow Tracker (lite – one demo month + one test entry)

  • Snapshot Forecast (basic – one-month forward demo)
    Most fields are locked. Limited entry only. No support or upgrades are included.

​

What do I get with the Solo Plan?


The Solo Plan includes full access to the core toolkit:

  • Invoice Tracker + AR Aging Sheet (log invoices, track payments, see who owes you)

  • Cash Flow Tracker (monthly inflows and outflows)

  • Revenue & Expense Log (running list of income and costs)

  • Snapshot Forecast (Lite – simple forward view)

  • Protected formulas (only white input fields are editable)
    Updates are included with your subscription. Support is not included by default.

​

What’s the difference between Solo and Solo + Support?

​

  • Solo Plan gives you the complete toolkit only.

  • Solo + Support adds email support, troubleshooting guidance, and a 48-hour weekday response window.

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How do I add Support?


When you select the Solo Plan, you’ll see the option at checkout to add Support for $9.99/month. 

​

Can I cancel anytime?


Yes. Subscriptions auto-renew until canceled. Cancellation takes effect at the end of the current paid period.

​

Do I need special software?


No. The toolkit runs in Excel and Google Sheets.

Legal & Compliance Notice

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KOSYME Financial Services LLC provides access to standardized business tools and educational resources. Use of the Toolkit does not create a CPA-client, investment advisory, fiduciary, or attorney-client relationship. KOSYME does not provide tax, legal, investment, or consumer credit counseling services under this subscription. For assistance, contact support@kosyme.com.

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