Every account. Every transaction. Every dollar — categorized, visualized, and connected directly to your studio's invoices. No spreadsheet. No guesswork.
No credit card required. Connect your bank in under 2 minutes.
The Real Problem
You check your bank app. Then your payment dashboard. Then a spreadsheet you haven't updated in three weeks. Then you make a guess.
You don't know if that deposit was from Invoice #88 or the retainer from two months ago. So you don't know if you're profitable.
Tax season arrives. You spend two weekends reconstructing what already happened instead of building what's next.
Your competitors know their numbers. They make faster decisions. They grow. You're still reconciling.
The Financial Command Center fixes this — completely.
One dashboard. Real-time data. Connected to every invoice you've ever sent.
Connected Banking
Transaction Intelligence
Every transaction is categorized, color-coded, and searchable. Drill into any row to see the full story. Filter by date, vendor, or amount in seconds.
And when a transaction is client income — seashellOS connects it directly to the invoice that generated it. No other studio platform does this.
Budget System
Monthly budgets by category. Actual spending tracked in real-time from your bank feed. Alerts before you hit the ceiling — not after.
Spending is pulled directly from your connected bank feed — automatically, no manual entry.
Real-Time Tax Estimates
seashellOS tracks your income and calculates your estimated quarterly tax liability in real-time. Not once a year. Not at 11pm in April. Right now, as you earn.
Estimates are calculated from your connected bank data and invoices. Not tax advice — consult your accountant.
When a deposit hits your account, seashellOS matches it to the invoice that generated it. Automatically. No manual tagging. No guessing which payment is which.
Cash Flow Dashboard
Income vs expenses, month over month. Net cash flow trending up or down. Seasonality patterns that help you plan for slow months before they happen.
Bloomberg-quality financial intelligence. Studio-scale pricing.
Why seashellOS
Compared to every major studio management platform on the market.
| Feature | seashellOS | Dubsado | HoneyBook | Bonsai |
|---|---|---|---|---|
| Connected Banking (Plaid) | ||||
| Transaction Feed & Categorization | ||||
| Per-Category Budgets | ||||
| Cash Flow Dashboard | Basic | Premium | ||
| Real-Time Tax Estimates | ||||
| Invoice → Bank Matching | ||||
| Multi-Account View |
Data verified February 2026. Features subject to change.