Goals & Performance Tracking
Set targets. Watch them in real time. Get nudged when off-track.
9 goal types from revenue targets to expense reductions to debt reduction. Live progress fed from your ledger. Health assessment (on-track / at-risk / behind / ahead). Status (active / completed / abandoned / paused).
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).
Free during Early Access — no credit card required
Everything Goals & Performance Tracking can do
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
Pick a goal type
E.g. 'Revenue target — £400k this calendar year'.
Set target + date
£400k by 31 December 2026.
Progress fed live
Goal pulls revenue from your live ledger continuously. Health updates as you progress.
Get nudged if off-track
Health drops to at-risk → email + dashboard nudge with suggested actions.
By the numbers
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
P&L, Balance Sheet, Trial Balance, Cash Flow Forecast — instant, accurate, exportable.
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.
Ready to try Goals & Performance Tracking?
Get started with AI-powered accounting for your UK limited company.
Get Started FreeFree during Early Access — no credit card — cancel anytime