Goals & targets

Set a target, watch it move in real time.

Revenue targets, expense reductions, debt paydown. Progress updates live from your ledger, and Finn nudges you when you're falling behind.

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accounts-os.com/goals
GoalsLive
How's my £10k revenue goal doing?
F£7,200 so far, on track with 5 weeks left. You're ahead of pace.
FFinn flags it the moment you fall behind pace.
Live

In short

AccountsOS Goals supports 9 goal types: revenue target, expense reduction, savings target, profit margin, cash reserve, debt reduction, client acquisition, invoice collection, and custom. Each has a target value and date. Progress updates from your live ledger. Health is auto-assessed (on-track / at-risk / behind / ahead).

9
Goal types
Live
Progress
4
Health states

Everything it does

Goal types

  • Revenue target (e.g. £500k this year)
  • Expense reduction (e.g. cut software costs by 20%)
  • Savings target (e.g. £50k cash reserve)
  • Profit margin (e.g. hit 25% net margin)
  • Cash reserve (months of runway)
  • Debt reduction (e.g. clear DLA balance)
  • Client acquisition (e.g. 12 new clients)
  • Invoice collection (e.g. DSO < 30 days)
  • Custom (set your own metric)

Per-goal

  • Name, type, target value, unit (GBP / % / count)
  • Target date
  • Linked to source data (auto-progress)
  • Status: active / completed / abandoned / paused
  • Health: on-track / at-risk / behind / ahead

Capabilities at a glance

9 goal types covering revenue, costs, cash, debt, growth

Auto-progress from your live ledger

Health assessment (on-track / at-risk / behind / ahead)

Status: active / completed / abandoned / paused

Multiple concurrent goals per entity

Linked to projects for revenue targets

Notifications when health changes

How It Works

1

Pick a goal type

E.g. 'Revenue target: £400k this calendar year'.

2

Set target + date

£400k by 31 December 2026.

3

Progress fed live

Goal pulls revenue from your live ledger continuously. Health updates as you progress.

4

Get nudged if off-track

Health drops to at-risk → email + dashboard nudge with suggested actions.

By the numbers

On-track / At-risk / Behind / Ahead
Health
Auto-assessed from progress + time
Pause / abandon / complete
Statuses
Honest tracking, not aspirational
Auto
Progress feed
From the live ledger

Real-world Use Cases

Annual revenue target

£500k by year-end. Live progress as invoices and bank deposits land.

Software cost diet

Cut software costs from £2k/mo to £1.5k/mo by Q3. Pulls from the IT/Software category live.

Cash runway

Maintain 6 months of operating cost in reserve. Updated as cash position shifts.

Why founders pick this over the spreadsheet

Goals stay visible: not buried in a spreadsheet

Auto-progress means honest tracking, not wishful thinking

Health states surface what needs attention

Closed-out goals (abandoned / paused) stay recorded for honesty

Frequently Asked Questions

How is progress calculated?

Each goal type pulls live from a specific data source: revenue target from posted invoices and bank deposits, expense reduction from category spend, debt reduction from liability balance. Updates continuously.

What does 'health' mean?

Auto-assessed from where you are vs where you need to be by the target date. On-track means you're pacing well; at-risk means you'll miss without action; behind means you're trailing the pace; ahead means you'll overshoot.

Can I have multiple goals at once?

Yes. No limit. We've seen users run 5–10 active goals across revenue, cost, cash and growth.

What about pausing or abandoning a goal?

Both are first-class statuses. Pause if you're temporarily off it; abandon if you've decided it's no longer right. Both stay recorded for honesty over time.

Multi-entity goals?

Goals are per-entity today. Cross-entity rolled-up goals are on the roadmap.

Explore more of AccountsOS

Projects & Pipeline

Track work from pitch to paid.

Financial Reports

Profit, cash and what your company is worth, live. Proper statements underneath: P&L, Balance Sheet, Cash Flow.

Cash Flow Forecast

Project cash 12 weeks and 12 months ahead, from your real recurring patterns.

Invoicing

Issue, send, track and get paid, without lifting a finger after the first invoice.

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