Snapshot
Money at a glance
Quarterly Estimated Tax
Loan Payable
Record loan payment
Client tab
Clients
Client Payments
Record client payment
Add new client
Back-up directory
Back-up Clients
Add back-up client
Lead directory
Client leads
Add new lead
Monthly costs
Expenses
Add new expense
Expenses by category
All business expensesSoulshine referral fees
Business guidance
Doula Advisor
Pricing advisor
Birth capacity check
Enter a potential client's EDD and get a conservative take on whether the birth window fits your calendar.
Add an EDD to see the monthly capacity, likely birth timing, and possible overlaps.
Business chat
Ask a focused question and get a quick business recommendation.
Capacity
Due date calendar
Reference
Client check-in ideas
For lender
Monthly income statements
Profit & loss
Profit & Loss Statement
Year at a glance
Luna Care Studio
Profit and Loss
January - December 2026
Reference