Dollarboard Pro

A visual budget board for coaches, counselors, educators, and organizations. Walk a client through their budget with digital dollar bills, then export a clean report.

Built for professionals

  • Client mode & anonymous client mode
  • Multiple client budgets per coach
  • Advisor notes & next steps
  • Professional PDF reports with your branding
  • Presentation mode for sessions and workshops
  • AI Budget Coach Pro mode
  • CSV / PDF export

Who uses Dollarboard Pro

  • Financial & budget coaches
  • Credit counselors
  • Teachers and personal finance educators
  • Churches and faith-based programs
  • Nonprofits and community organizations
  • Employee financial wellness programs

Pricing

Starts at $29/month per coach. Organization plans available — contact us for a quote.

Request access or a demo

Frequently asked questions

Who is Dollarboard Pro for?

Financial coaches, credit counselors, educators, churches, nonprofits, and employee financial wellness programs that work with household budgets.

Can I manage multiple clients?

Yes — Pro supports multiple client budgets, anonymous client mode, and advisor notes in a single account.

How is Pro priced?

Pricing starts around $29/month per coach. Organization plans are available — contact us for a quote.

Is there a trial?

We're onboarding early Pro users now. Submit the interest form and we'll reach out with trial access.