Non-Finance Founders: A 7-Day Plan to Get Your Books Under Control

Many non-finance founders start out handling finances reactively—catching up on invoices, taxes, and expenses when deadlines hit. But in just one week, you can build a simple structure that keeps your books accurate, compliant, and easy to understand—even without a finance background.

Here’s a 7-day plan to regain control and set up clean, sustainable accounting habits.

Day 1: Get All Accounts in One Place

Your first step is visibility.
List every bank account, card, and wallet your business uses.
Then, connect them to a single platform so transactions flow in automatically.

With ccMonet:

• You can link business bank accounts and digital wallets.
• AI categorises income and expenses daily.
• No more downloading statements manually.

💡 Goal: By end of Day 1, all your business accounts feed into one clear dashboard.

Day 2: Gather All Invoices and Receipts

Go through the last 30–60 days and collect:

• Supplier invoices
• Sales invoices
• Staff claims or reimbursements
• Miscellaneous receipts

Upload everything—photos, PDFs, or screenshots.
ccMonet automatically reads amounts, dates, GST, and vendors, sorting them by category.

💡 Goal: No loose receipts left in WhatsApp, email, or drawers.

Day 3: Categorise Your Spending

Once your expenses are uploaded, review how money is actually leaving the business.
Focus on high-impact categories like:

• Payroll and commissions
• Marketing and ads
• Rent and utilities
• Suppliers or stock purchases

ccMonet groups and visualises these automatically, so you can see trends and potential overspending.

💡 Goal: Know exactly where your top 5 spending categories are.

Day 4: Match Payments and Invoices

Now that your bills and bank data are in, it’s time to connect the dots.
Manual matching is painful—but automation makes it easy.

ccMonet’s AI Bank Reconciliation matches payments to invoices instantly, flagging any unmatched or duplicate entries.

💡 Goal: All your major expenses and income items are reconciled.

Day 5: Check GST and Compliance Items

If your business is GST-registered, verify:

• Every sales invoice includes your GST number.
• Supplier invoices show GST details correctly.
• Input and output taxes are recorded clearly.

ccMonet auto-tags GST transactions and keeps them IRAS-ready, so you won’t scramble during filing.

💡 Goal: Be 100% confident your GST data is clean and complete.

Day 6: Review Your Cash and Profit Snapshot

With everything now captured and matched, open your dashboard to see:

• Current cash on hand
• Monthly revenue and expenses
• Profit trend over the last few weeks

You’ll instantly see whether your spending aligns with your actual income.
ccMonet updates this in real time, so you always have an up-to-date view of business health.

💡 Goal: Understand your cash position and break-even point at a glance.

Day 7: Build a Simple Weekly Routine

Now that your books are clean, staying organised only takes 15 minutes a week:

1. Upload any new receipts or invoices.
2. Review unmatched transactions.
3. Check your weekly profit and cash flow chart.

With automation doing 90% of the work, this rhythm keeps your business audit-ready and stress-free.

💡 Goal: Make financial clarity a habit, not a quarterly chore.

From Overwhelmed to in Control

You don’t need to know accounting to stay financially sharp—you just need structure and consistency.
By following this 7-day reset, you’ll go from scattered spreadsheets to live financial clarity.

ccMonet gives founders a simple, automated system to manage receipts, track cash flow, and reconcile banks effortlessly.

One week to control your books. One system to keep them clean—with ccMonet.

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