See Your Entire Financial Life in One Place

IsoGrow’s Dashboard is your financial cockpit—bringing scattered accounts, spreadsheets, and apps into one unified interface you can actually use.

With IsoGrow, you can:

• See your net worth at a glance (assets minus liabilities)
• Track annual income from business, consulting, and personal streams
• View monthly income, expenses, and tax in one place
• Keep an eye on investments and retirement contributions
• Monitor risk and health cover to support financial resilience
• Link tasks and goals directly to financial outcomes

Instead of patching together information, you log in and see your full financial landscape in seconds.

Instant Financial Clarity

IsoGrow turns raw figures into simple, visual insights so you don’t have to be “good with numbers” to feel in control.

Your Dashboard gives you:

• Net Worth Overview.
  • Real-time assets vs. liabilities
  • Auto-updated as you capture income, expenses, and investments
• Smart Monthly View.
  • Income, expenses, and tax payments broken down by month
  • Visual trends that highlight spikes, dips, and anomalies
• Smart Summaries at a Glance.
  • Total cashflow for the month
  • Net savings (what’s left after expenses)
  • Upcoming or current tax obligations
  • Outstanding liabilities that need attention

No more hunting through statements or wondering “Can I afford this?” — IsoGrow shows you the story behind your numbers in one place.

Built for Professionals, Households, and Hybrid Lives

IsoGrow is designed for people whose lives blend business and personal finances:

That means you always know:

• Healthcare Practitioners. Track clinic income, session-based revenue, expenses, and tax across months or financial years.
• Coaches & Consultants. Monitor project revenue, retainers, and monthly profitability without building your own spreadsheets.
• Service-Based Entrepreneurs. Manage multiple income streams, business expenses, and provisional tax estimates in one system.
• Freelancers & Independent Professionals. Stay on top of irregular income and recurring business costs, without losing sight of personal goals.
• Families & Individuals. Manage household spending, savings, investments, and insurance cover with clarity.

IsoGrow follows the philosophy: “Smarter systems, powered by people.” That means professional-grade visibility—without the complexity of traditional accounting tools.

From Daily Actions to Long-Term Goals

IsoGrow connects what you do today to what you want long term, so your dashboard becomes a quiet, constant coach.

Use it to:

• Daily.
  • Track new income and key expenses
  • Check goal progress and small habit-based tasks (e.g. “log transactions”, “update savings”)
• Weekly.
  • Review changes in net worth or cash on hand
  • Check whether you’re overspending in certain categories
• Monthly.
  • Evaluate your cashflow (what came in vs. what went out)
  • Confirm your tax readiness and savings rate
  • Reflect on progress toward debt reduction or investment targets
• Quarterly.
  • Adjust budgets and business spending
  • Align investments with medium-term goals
• Annually.
  • Review the story of your year in numbers
  • Set new strategic goals for income, savings, debt, and investing

Over time, the Dashboard becomes less of a report—and more of a decision partner.

Navigate Your IsoGrow Dashboard in a Few Clicks

The Dashboard is the first thing you see when you log in—and the place you’ll keep coming back to.

Use it to:

• Log into IsoGrow.
  • Track new income and key expenses
  • Check goal progress and small habit-based tasks (e.g. “log transactions”, “update savings”)
• View Your Financial Summary.
  • Net worth
  • Annual income
  • Income FIRE (Financial Independence, Retire Early)
  • Portfolio FIRE (Financial Independence, Retire Early)
  • Monthly income, expenses, and tax
  • Investment snapshot
  • Risk and health cover overview
  • Tasks & goal progress
• Customise What You See.
  • Choose which blocks to display (income, expenses, investments, goals, insurance, etc.)
  • Set monthly or yearly financial goals
  • Adapt the view to match your business + personal reality
• Drill Down for Detail.
  • Click on Income, Expenses, Tax, or Investments to see breakdowns
  • Compare performance across months
  • Spot trends or outliers quickly
• Let IsoGrow Update Automatically.
  • As you log transactions or sync data, the Dashboard refreshes
  • Your picture stays accurate without constant manual updates
• Export and Share When Needed.
  • Download summaries for your accountant or financial advisor
  • Use visual insights to plan investments or tweak business strategy

The Dashboard is always a click away—it’s your financial cockpit, ready whenever you are.

Why Clarity Changes Everything

IsoGrow was built to solve three core problems that keep professionals stuck:

• Fragmentation. Finances spread across apps, bank portals, and spreadsheets. IsoGrow unifies income, expenses, tax, investments, and cover in one view.
• Complexity. Most tools speak in accounting jargon. IsoGrow uses plain language and intuitive visuals.
• Inaction. Many people avoid financial tracking due to time and stress. IsoGrow delivers insights automatically, so you don’t have to build your own system.

Underneath all of this is a simple truth:
Financial clarity = emotional clarity.

When you can clearly see:

• What you own and what you owe
• What’s coming in and what’s going out
• How close you are to the goals that matter

…your stress drops, and your decisions improve.

IsoGrow doesn’t just show numbers—it surfaces narratives:
“This is where you are. This is what’s working. This is what needs attention next.”

The Heartbeat of Your Financial Journey

IsoGrow’s Dashboard is more than a pretty set of graphs—it’s the heartbeat of your financial life:

• Net worth tracking
• Income and expense visibility
• Task and goal monitoring
• Investment and risk cover awareness
• Real-time, always-on financial story

For practitioners, consultants, entrepreneurs, and families who want to take control of their finances without becoming full-time bookkeepers, IsoGrow fills the gap between DIY spreadsheets and intimidating financial software.
Financial clarity = emotional clarity.

You get the structure, visibility, and insight you need to:

• Get clear.
• Stay in control.
• Grow with confidence.

Ready to see your finances differently?

Kitrin helps you connect your operations and finances so your practice runs smoothly — even on busy days.

If you’re ready to stop running blind and start running with confidence, explore how Kitrin can transform your operations and finances. Enter your details below to learn more and request a demo of our Clarity Framework today.