Financial clarity for multi-income earners

Know what you actually made.

Stripe shows revenue. Gumroad shows revenue. PayPal shows revenue. None of them show profit. Vestly does — across every platform, every month, automatically.

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app.getvestly.com · Dashboard · March
Revenue
$8,340
Expenses
$1,240
Net Profit
$7,100
Margin
85%
Tax Reserve
$1,775
Income by Source — March
Stripe
$3,840
Gumroad
$2,760
Rental
$1,650
Patreon
$90
The problem

Your money lives in five different places.

Every platform shows you revenue. None of them subtract platform fees. None of them account for expenses. None of them tell you what you actually kept.

The person who made $8,400 last month across four platforms has no idea their real take-home was $5,100 — until they open a spreadsheet they abandoned three months ago.

Vestly is what fills that gap. One dashboard. Every platform. Real profit — not revenue dressed up as profit.

"I have no idea what my actual take-home profit is across everything."
r/freelance · posted daily
"My side hustle income destroyed my tax return and I had no warning."
r/personalfinance · posted weekly
"QuickBooks is overkill. Mint died. There is genuinely nothing in the middle."
r/personalfinance · constant
"AdSense, Patreon, and brand deals all pay differently. I have no idea what my real income is."
r/YoutubeCreators · posted weekly

Built for anyone earning from more than one place.

Solopreneurs
Multiple income streams, no W-2. Stripe, Gumroad, client invoices, digital products — all in one view.
💼
Side Hustlers
W-2 job plus serious side income. Know exactly how self-employment tax stacks on your salary — before April.
🏠
Passive Income Earners
Rentals, dividends, royalties alongside employment. One place to see what you actually net after every expense.
🎬
Content Creators
YouTube, Substack, Patreon, brand deals — six platforms paying on six schedules. One real number per month.
What Vestly does

Everything you need.
Nothing you don't.

01
Real profit — not revenue
Revenue minus platform fees minus expenses. The number nobody currently knows, calculated automatically every month.
02
Every income source, one view
Connect Stripe directly. Import CSVs from any platform. Manual entry for anything else. Up to 6 income sources per month.
03
Quarterly tax estimate
25% of net profit, updated in real time as your income changes. Removes the quarterly surprise that catches most multi-income earners off guard.
04
Month-over-month comparison
Pick any two months and see every metric side by side — revenue, expenses, profit, margin, and tax reserve — with change indicators.
05
Year to date in one table
All 12 months, every metric, running totals at the bottom. The full-year view that currently requires a spreadsheet you have probably abandoned.
06
Platform connections
Stripe API pulls your revenue automatically. Bank connections via Plaid import transactions directly. Your dashboard updates itself.
Vestly Intelligence

Your numbers, explained.

Every month, Vestly Intelligence sends your financial data to Claude — Anthropic's AI — and gets back a specific, actionable business report written from your actual numbers. Not a template. Not generic advice. Analysis built from what you actually earned and spent.

Monthly Performance SummaryHow this month compares to your history, with specific numbers.
Trend IdentificationPatterns compounding across 3+ months you would never catch manually.
3 Specific SuggestionsEvery recommendation references a dollar amount from your data. No filler.
Watch ListEarly signals to monitor next month before they become problems.
W-2 + Side Income Tax AnalysisHow your income mix affects your quarterly estimated tax obligation.
Your net profit of $7,100 was your highest in 6 months, up 23% versus February. Gumroad revenue drove the improvement, rising 34% month-over-month. Your profit margin of 85% is above your 12-month average of 71%.
1. Your self-employment income now represents 68% of total income — up from 41% in January. Increase your quarterly estimated payment by $340 this quarter to avoid underpayment.

2. Your Software & Tools expenses grew 28% over 4 months while revenue grew 14%. Review your active subscriptions — three show no usage correlation with income growth.
Patreon revenue dropped 61% this month. Investigate before month-end — this may be platform timing or a product issue.
Simple pricing

Pick your plan.
Start free.

14-day free trial on both plans. No credit card required to start.

Vestly Core
$29
per month · or $290/year
The clarity dashboard. One view of your real profit across every income source, every month.
  • Up to 6 income sources per month
  • Real profit after fees and expenses
  • Quarterly tax estimate, updated live
  • Month-over-month comparison
  • Year-to-date table, all 12 months
  • Stripe API connection
  • Bank connection via Plaid
  • CSV import for any platform
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