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Choose the right path for you

No giant questionnaire yet. Pick the level of involvement that fits, and we'll take it one short section at a time.

  Custom Guided Managed
Best for “Build it for me.” “Build it and help me stay on track.” “Build it and keep it current for me.”
Setup$695$595$695
OngoingNone$39/month$99/month
Initial term—3 months3 months
AfterwardYours foreverMonth-to-monthMonth-to-month
  Choose Custom Choose Guided Choose Managed

Prefer to build it yourself? Explore PurposeBuilt Starter — $149, or start it now at Starter checkout.

Still deciding? Answer three questions and we'll point you to a path.

Want to see it before you commit?

Explore the interactive sample Command Center, or try a local planning worksheet with sample data. Nothing is charged or sent.

Before you provide any financial information

Your financial information is personal.

PurposeBuilt does not need — and will never request — your Social Security number, account passwords, complete account numbers or other unnecessary identifying information.

Before uploading financial documents, conceal account numbers and other identifying information. We need the numbers, not the identifiers.

Credit-card transaction history is optional on every path. Providing it allows a more complete spending analysis, and you may redact any individual transaction you'd rather keep private.

Read the full Privacy Promise What happens after I pay?

What happens next

From click to Command Center

01

Choose & pay

Create your client profile. Then a welcome — not a demand for bank records.

02

Intake

Ten short sections, saved as you go. About 20–30 minutes.

03

Documents

Your personalized checklist and a secure upload link.

04

The Reveal

60 minutes walking through your finished Command Center together.

For organizations

Organizational Solutions

For businesses, nonprofits, hospitals, and government organizations—including municipalities.

By Quote

Custom financial systems built around your operations, funding, and reporting needs.

  • Budget and cash-flow dashboards
  • Donation and funding tracking
  • Impact reporting using agreed measures and available outcome data
  • Clear reporting for leadership, boards, donors, and stakeholders

For example, a hospital can explore how donations are allocated, what they fund, and which measurable outcomes can be reported. Scope and ongoing support are agreed before work begins.

Request a Quote

Opens an email to hello@purposebuiltmoney.com. Start with a project overview; no sensitive records needed.