Embedded Files
Financial Tools
Financial Tools
Modern systems that give you clarity, accuracy, and confidence.
Modern systems that give you clarity, accuracy, and confidence.
Your financial foundation matters. These tools support clean books, accurate reporting, smooth workflows, and compliant records.
They help you understand your money, manage responsibilities, and make informed decisions.
Includes tools for:
Bookkeeping and reconciliation
Expense management
Invoicing and payments
Financial reporting and insights
Secure document storage
Accountant collaboration
Estate & trust compliance workflows
COMMUNICATION TOOLS
COMMUNICATION TOOLS
Clear, organized communication that supports every relationship.
Clear, organized communication that supports every relationship.
Great operations require organized, reliable communication. These tools help you streamline conversations, manage updates, and maintain professionalism with clients, vendors, beneficiaries, attorneys, and your internal team.
Includes tools for:
Email management and organization
Professional messaging systems
Meeting scheduling
Call handling and boundaries
Document sharing
Collaboration with advisors and stakeholders
PRODUCTIVITY TOOLS
PRODUCTIVITY TOOLS
Tools that reduce overwhelm and help you focus on what matters.
Tools that reduce overwhelm and help you focus on what matters.
Productivity tools keep your systems moving smoothly. They help you stay organized, track priorities, and maintain a sense of calm structure — essential for busy entrepreneurs and estate managers.
Includes tools for:
Task management
Calendar organization
Automation
Note-taking and reminders
Project workflows
File management
Time-saving shortcuts that support daily efficiency
SOPs & WORKFLOW TOOLS
SOPs & WORKFLOW TOOLS
Systems that bring consistency, structure, and peace of mind.
Systems that bring consistency, structure, and peace of mind.
Standard operating procedures and workflows ensure nothing gets missed and everything stays clear. These tools help create repeatable, reliable processes — the foundation of operational excellence for both businesses and estates.
Includes tools for:
Process documentation
Workflow mapping
Client onboarding systems
Recurring task structures
Accountability and tracking
Operational checklists
Compliance and recordkeeping support
“Maven built my brand, my website, and my customer funnel — and it changed everything. My business looks professional, clients trust me faster, and booking is effortless. I recommend Maven to anyone starting or growing a small business.”
— It’s in the Details
Report abuse