01
See the whole money picture
Bring cash flow, budgets, forecasts, and operating metrics into one focused workspace.
- Cash overview
- Budget tracking
- Rolling forecasts
Minimal money operations
Make every dollar move with intent.
SHIFT MONEY gives modern teams one clear place to plan cash, track spend, and make faster financial decisions without spreadsheet drift.
14 days free. No credit card. Cancel anytime.
The SHIFT promise
01
Clear by default
See the number, its owner, and the next move.
02
Control stays yours
Role-based access keeps sensitive work contained.
03
No surprise lock-in
Straightforward plans and exports when you need them.
One operating view
Less reporting. More deciding.
Replace disconnected files and status meetings with a shared financial rhythm your whole team can follow.
1live workspace for plans, spend, and decisions
02
Turn plans into clear actions
Assign owners, set thresholds, and keep every financial decision tied to the work behind it.
- Decision notes
- Owners and due dates
- Threshold alerts
03
Move without losing control
Use permissions, approval paths, and a visible activity history to keep the right guardrails in place.
- Approvals
- Workspace roles
- Activity history
Pricing without fog
Start lean. Scale when the work demands it.
Solo
For one operator building a money habit.
$0/month
- 1 workspace
- Core cash dashboard
- Monthly planning
- Community support
Best for teams
Growth
For teams making money decisions together.
$39/month
- Unlimited plans
- Up to 10 members
- Forecasts and alerts
- Approvals and roles
- Priority support
Scale
For established finance operations.
$129/month
- Everything in Growth
- Unlimited members
- Advanced permissions
- Custom exports
- Onboarding support
Straight answers
Know before you shift.
Your next money move
Put financial clarity to work.
Build your first workspace today and give every decision a clearer number, owner, and next step.