Finance tracking

Install Routine's Marketplace Extension "Finance Tracking" – Take full control of your financial operations

Take your workflow to the next level with Routine's Finance Tracking marketplace extension, designed to seamlessly integrate a complete financial management system directly into your daily planning experience.

What is Finance Tracking? Finance Tracking is the practice of monitoring, organizing, and managing all your financial activities in one centralized place. From tracking investor relationships and fundraising rounds to managing company expenses and services, having a clear picture of your financial health is essential for making smarter, faster business decisions — at any stage of growth.

What's included in the Finance extension? Once installed, the extension adds a dedicated Finance workspace to Routine, structured around two core pillars:

• 💪 Capital

  Manage your entire fundraising pipeline with precision. Track Shareholders and monitor your Funding Rounds

  (Seed, Series A, B, C and beyond), with real-time status updates for each investor : whether they're a Lead, Contacted, Evaluating, Scheduled, Pitched, Committed, or Refused.

• 🌈 Expenses

  Keep a close eye on your company's spending by tracking all Services and recurring costs, so you always know where your money is going.

Why combine Finance Tracking with Routine? By integrating financial management into Routine, you eliminate the need to juggle spreadsheets and disconnected tools, keeping your financial strategy aligned with your daily execution:

• Centralize your cap table and investor pipeline

  in one unified workspace

• Track fundraising rounds and investor statuses

  across Seed, Series A, B, and C

• Monitor expenses and services

  to stay on top of your burn rate

• Stay on top of investor meetings

  with context-aware scheduling and task management

• Align finance and operations

  so no deal or payment ever slips through the cracks

Whether you're a founder, CFO, or startup operator, this extension transforms Routine into a complete financial command center : merging your calendar, tasks, and finance tracking into one seamless workflow.

Install the Finance Tracking extension today and experience a smarter, clearer, and more controlled way to manage your company's finances