Chief of Staff
Your money, in plain English
The Money tab keeps your income and expenses, what to set aside for taxes, how long your cash lasts, what each deal earned, and the income you are still waiting for.
Your Chief of Staff keeps your income and expenses on the Money tab, so you always know what your money is doing without spreadsheets or accounting words. Connect Stripe with a read-only key, or sign in to QuickBooks or Xero, and it brings in the last 90 days, then keeps them up to date. There is no direct bank connection, so bank activity reaches Noli through your accounting tool. No accounting tool? Add income and expenses yourself.
Where to find it
Open the Money tab (opens in a new tab), or tap the Money tile on your dashboard. On a phone, tap Menu in your Chief of Staff, then Money. You can also ask your Chief of Staff any money question in chat.
The tab has three sections: Overview, Income and expenses, and Monthly summaries. Use Connect your books at the top to connect Stripe, QuickBooks or Xero. For Stripe, paste a restricted key with read access. See Connect your tools.
Add income, expenses and money you are waiting for
In Income and expenses, click Add income or an expense for money that already came in or went out. Type the amount the way you would write it: 20000, 20,000 and $20,000 all work.
For money you are still waiting for, like your commission on a deal in escrow, click Add expected income and give the amount and the date you expect it. The date can be in the future. Expected income is listed on its own on the Overview and never counted in your totals. When it arrives, click Received on its row and it counts as income from then on.
If your CRM has deals in escrow (under contract or pending), the Overview lists them under Deals in escrow in your CRM, with a button to add expected income for each one. The expected close date comes from the CRM. The amount is yours to enter, because the CRM usually holds the sale price, not your commission.
Link money to your deals
Every entry has a Deal list. It shows your deals from the CRM, so you can link a commission or a staging bill to the deal it belongs to. Tap the ? next to Deal for a reminder of what it does. New deals appear once you add them in the CRM. Noli only reads your deals; it never changes anything in your CRM.
The questions it answers
- How much should I set aside for taxes? The Overview shows what to set aside this year, worked out from your income, your expenses and the percentage in Settings. Tell your Chief of Staff about money that just came in and it tells you what to set aside and what is truly yours.
- How long will my cash last? Enter your cash on hand in Settings and the Overview shows how long it lasts at your recent pace.
- What did each deal earn? What each deal earned shows the money in and out for each deal you linked.
- Can I afford this? Ask it about a hire, a tool or a bigger ad budget, and it answers plainly with the numbers behind it.
How you can trust the numbers
Every number can be traced to the entries behind it: open How this is worked out on the Overview. It is careful on purpose and never moves money. It only reads from Stripe, QuickBooks and Xero and never changes anything there. Categories, deal links and removals live in Noli only.
This is a clear picture of your finances, not tax advice. For filing and any big financial decision, check with your accountant.