SMART MONEY

ALLOCATING

solution for every small business

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Allocate rule
80%
Weekly
IF
Deposits>$10,000
THEN
Allocate Marketing8%
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+
+
$4,500
Main Account*3456

$25,000

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10%
40%
Monthly
Everyday
8%
coin
coin
coin
coin
coin
coin
coin
coin

Rent

$2,500

Rent

Payroll

$6,500

Payroll

Taxes

$4,000

Taxes

Marketing

$1,500

Marketing

Loan

$800

Loan

The problems you will stop
thinking about

Unexpected cash gaps

Unexpected cash gaps

Accounts looks fine - until payroll or taxes hit

Missed payments

Emergency decisions

Manual budgeting

Manual budgeting

Avoid manual, low efficient budgeting

Time-consuming

and error-prone

No long-term visibility

No long-term visibility

Plan your budget, never loose it again

Hard to grow

with confidence

Lack of financial clarity

Lack of financial clarity

Create transparency and budget forecasting

Mental load you

carry every day

Allocate turns these problems into a system that runs automatically

One time setup works
for a long time

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Rule trigger
Today
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Setup
Today
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Auto transfer
+7 days
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No stress
+7 days
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Covered expenses
+30 days
NO CASH GAPS
+30 days
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Setup
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No stress
NO CASH GAPS
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How it works

1

Create an account

Access Allocate from any browser

useallocate.com
2

Connect your bank

Securely choose your financial institution

Compatible with:

bank
bank
bank
bank
bank
+
3

Set smart rules

Define conditions, timing, and allocation logic

IF
Balance
$15,000
Transfers
Main account
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payroll-icon
Payroll
Every findayAllocate$8,000
Rule active
Save rule
4

Rules work automatically

Transfer happen exactly when needed

  • check-icon
    Predictable cash flow
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    Zero missed payments
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5

Stay ahead of your expenses

See your main account, all savings, and active rules working together - in real time

Account
Rules
Setting
Dashboard
Mode
Accounts and savings
Main Account*3458$25,000
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Marketing$1,500
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Loans$1,500
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Rent$1,500
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Payroll$1,500
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Taxes$1,500
+
payroll-icon
Rules for Payroll
+
Maintain payroll reserve
IF
Balance
$15,000
Every findayAllocate$8,000
Rule active
Edit
Delete
Every income
Every findayAllocate8%
Rule active
Edit
Delete
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What's next

Soon your cash flow will sustain itself