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The 1st Emotionally Intellgient Financial Copilot.

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Stack smarter
Scale faster.

The 1st emotionally intelligent financial copilot 
that stacks insights on top of your operations.

1.2K

AI Interactions

Smart Coaching Moments

100+

Waitlist

Early Adopters

500+

Financial Insights Delivered

Auto-generated reports

40+ / Mo

Time Saved

Ops hours returned

C O S T A C  P R O D U C T  S U I T E

Get to know CoStac

Replace fragile spreadsheets with an intelligent finance copilot that blends behavioral finance with automation - using bias-aware nudges, smart defaults, and gentle friction - reduction to help teams act on the right numbers with confidence.

CoStac Intelligence

Put CoStac AI to work for you.

Scenario Planner

Pricing, hiring, and burn “what-ifs” in seconds.

Behavioral Finance Coach

​Bias-aware nudges with real-time sentiment analysis to time and tailor tone, channel, and next steps.

Live Expert Consultant

QuickBooks accounting setup, AI integration, and a human-eye audit for extra support.

Cashflow Copilot

Future cash-flow forecasting and runway projections with proactive alerts.

Close Automation

Faster reconciliations and budget-vs-actuals; one-click investor packs.

HOW DOES IT WORK?

Pioneering behavioral finance so that you can lead like a CFO (calm, clear, confident)

Connect & Import

Secure Copilot Space 

Link QuickBooks (read-only) and upload your key financial documents. Everything lands in your private, secure CoStac copilot workspace for analysis—set up in minutes.

Automate

FP&A

Actionable Insights 

CoStac turns raw numbers into a CFO-grade dashboard that doesn’t just tell you what happened, but what to do next.

See the Story &

Plan Ahead

Real-Time Visibility

Get a boardroom-ready narrative of your finances—in real time—so you always know what changed, why, and the next 1–3 moves. Run future cash-flow forecasts and runway projections to plan hires, pricing, and spend with confidence.

Expert Review & Execute

Live Expert Consultant

 for QuickBooks accounting setup, AI integration, and a human-eye audit with annotated recommendations—extra support whenever you want it.

All Videos

F I N A N C E  T E A M S  S A V E  M I L L I O N S  O F  H O U R S  W I T H  U S

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Get in Touch.

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About Our Financial App

Simplify Finances

CoStac is dedicated to simplifying financial management for individuals and small businesses. Our tools help you track revenue, expenses, and overall financial health with ease.

We also provide advanced financial forecasting metrics to assist in long-term financial planning. Achieve clarity and streamline your bookkeeping processes today.

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"Using this sales projection service consistently outperforms what I can do on my own, especially when it integrates smoothly with QuickBooks. Adding this service takes it to the next level with better insights and forecasting."
 

— Edward Kim, Former Owner of Mi & Yu Ramen Noodle Bar

Colleagues at Work

Our Financial Tools

Explore our user-friendly financial management tools designed for individuals and small businesses. Track revenue, expenses, and financial health effortlessly.

Success Stories: Real Business Owners Trusting CoStac

Meet the entrepreneurs who have embraced CoStac to streamline their finances and drive success. From local startups to established businesses, discover how our simple, accessible tools are helping real business owners take control of their financial futures.

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From Johns Hopkins Campus to Capital: Our Grassroots Journey

The Grassroots Journey of SalaryTea: From Students to the Johns Hopkins FastForward Incubator. SalaryTea's story began with a simple yet profound mission: to help individuals and small businesses take control of their finances through accessible, user-friendly tools.

FAQs

Explore some common questions about our financial app below.

Common Queries

How do I track expenses?

Our app offers a simple interface to input and categorize expenses, providing a clear overview of your spending habits.

Can I customize financial reports?

Yes, our app allows you to customize financial reports based on your specific needs and preferences.

Is my data secure?

Rest assured, we prioritize data security with encryption measures to keep your financial information safe and confidential.

What forecasting metrics are available?

Our app provides comprehensive financial forecasting metrics to help you plan for the future and make informed financial decisions.

Meet the Team

Get to know the talented individuals behind SalaryTea. Learn more about the people driving our mission below.

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