Employee dashboard

Your whole money life,on onescreen

The Koshpal employee dashboard overview

Book a session, set budgets and goals, track your spending, and watch your progress. The Koshpal dashboard gives every employee one calm place to stay on top of money, on a screen big enough to see it all.

  1. Book a session

    A 1:1 with a certified expert, in a few clicks.

    Browse available CFPs and CAs, pick a time that works, and join the session right from your dashboard.

  2. Spending & budgets

    Only guidance, never sales

    See income against expenses, spending by category, and your savings trend over time. Clear enough to act on, every month.

  3. Private by design

    Private by design

    Everything you track stays private to you. Your employer only ever sees anonymised, company-wide trends, never your individual numbers.

private by design

Everything in the app
stays the employee’s own

Spending, budgets, goals, sessions and reminders are private to each person. Employers only ever see anonymised, aggregated trends, never an individual’s data.

Get started

One place to see it all,and stay in control.

questions leaders ask

Questions about the app

  • Everything an employee needs in one place: 1:1 financial sessions, spending insights, budgets and goals, and dues and reminders, plus learning and their progress over time.

  • Nothing, if your employer sponsors it. Koshpal is offered as an employee benefit.

  • No. Your financial information belongs to you. Your employer sees only aggregated, anonymised insights about the group.

  • Employees of organisations that partner with Koshpal. Your organisation invites you, then you sign in and either open the app or book a first session with an expert.