DJB Client Portal
Finance
Free · Designed for iPad. Not verified for macOS.
Stop guessing. Forecast cash flow, monitor business performance, and plan ahead with tools built for small business owners.
DJB Portal
Financial Planning & Analysis (FP&A) tools designed specifically for small business owners.
DJB Portal helps you move beyond bookkeeping by giving you the tools to plan ahead, monitor performance, and understand where your business is headed.
Features
• 13-Week Cash Flow Forecasting
• Cash Runway Tracking
• Budget Creation & Management
• Actual vs Budget Analysis
• Revenue & Expense Forecasting
• Business Health Monitoring
• What-If Scenario Planning
• CFO-Style Insights & Alerts
• Income Statement Reporting
Built for Small Businesses
Whether you're a contractor, consultant, agency owner, trucking company, service provider, or growing business, DJB Portal helps you understand:
• How much cash you'll have in the coming weeks
• Whether you're on track to hit your goals
• Where you may run into financial issues
• The impact of major business decisions before you make them
Why DJB Portal?
Most accounting software tells you what happened.
DJB Portal helps you understand:
• How you're performing versus plan
• What is likely to happen next
• Where cash flow risks exist
• What financial decisions deserve your attention
Free & Pro Options
Start with our free Cash Flow tools and upgrade when you're ready for budgeting, forecasting, variance analysis, and advanced FP&A capabilities.
Disclaimer
DJB Portal provides planning and analytical tools for informational purposes only and does not constitute accounting, tax, legal, lending, or investment advice.
Ratings & Reviews
The developer, Dallas Burns, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Dallas Burns
- Size
- 198.2 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
English and 26 more
- English, Arabic, Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian, Indonesian, Italian, Japanese, Korean, Lithuanian, Norwegian Bokmål, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese
- Age Rating
4+
- 4+
- Copyright
- © 2026 DJB Capital Partners