Calendar
Income by month
Today & overdue
Coming up
Clients
Click a client to open their page
Financials
Cashflow, invoices and what's owed
Cashflow — last 6 months
Invoiced PaidSocial
The LinkedIn year — what's posting, what needs your eyes, what's already out
Coming up
Posts go out Mon–Thu at 8:35am. Click any post to read or edit it.
Recently posted
Prospects
Local businesses with no website — our future clients
Find businesses near you
Searches OpenStreetMap for businesses within the radius that have no website listed. Not perfect — always double-check on Google before contacting.
How to prospect (the manual way)
- Pick one business type (e.g. plumbers) and open Google Maps.
- Search "plumbers near [our postcode]".
- Click each listing — if there's no Website button (or it only links to Facebook), that's a prospect.
- Add them here with the phone number and address from the listing.
- Aim for 10 good prospects per session, then move the best to the Shortlist.
Tasks
Everything that needs doing, in one place
Tasks
Overview
Applications per week
Pipeline funnel
Next actions
Upcoming interviews
Pipeline
Drag cards between stages
Job feed
Listings pulled daily from Reed & Adzuna
Documents
CVs and cover letters, versioned per application
Interviews
Schedule, prep notes and outcomes
| When | Role | Type | With | Outcome |
|---|
Contacts
Recruiters, hiring managers and your network
| Name | Company | Contact | Last contacted | Notes |
|---|
Search settings
Controls the daily job-feed search
The GitHub Action reads these settings on its daily run. Reed / Adzuna API keys live as GitHub secrets, not here — see the README.
Master CV
Paste your full CV as plain text once. "Prepare application" on any pipeline card combines it with the job listing and the company's website into a ready-made brief for Claude to tailor.
Compliance
Every sole-trader obligation — one-off setup, annual filings, turnover thresholds and your exportable records — tracked in one place
Your setup
Deadlines below are computed from these. Saved on this device.
Turnover thresholds
The two numbers that change your obligations as K.AI grows. Sole traders don't pay Corporation Tax (that's limited companies) — the £90,000 line is VAT registration.
Obligations & deadlines
Everything a UK sole trader is required (or strongly advised) to do. Green = actioned. Open "Guide me" on any line for the exact steps.
Records, ledger & reports
HMRC requires you to keep records of all business income and expenses for at least 5 years after the 31 January filing deadline. Your income ledger lives in this dashboard (invoices) and is backed up weekly to GitHub — export it any time below. Expenses live in your business bank statements until the reconciliation module; keep those statements too.
Settings
Business details for invoicing
Invoice settings
These appear on every invoice PDF. Bank details show in the payment section; leave blank to omit.
Add client
Follow-ups
Vault locked. Secrets are encrypted in your browser — enter your master passphrase.
First use? Whatever you enter becomes your passphrase — there is no reset, so keep it safe.
Work top to bottom, tick each step only when fully done. Progress saves automatically. Rollback at any point = switch the nameservers back at the registrar.