Dream First Bank, is the official banking partner of the Profit First App and is designed specifically to support the Profit First methodology. When you bank with Dream First Bank: – You can open multiple dedicated accounts (Income, Profit, Owner’s Pay, Taxes, Operating Expenses, and more) structured exactly the way Profit First recommends. – Your accounts integrate directly with the Profit First App for real-time balance visibility and allocation tracking. – Most importantly, you can set up automated, scheduled allocations based on your customized percentages. This means that on your chosen allocation schedule, funds are automatically distributed into your Profit First accounts — without manual transfers or calculations. The result is your Profit First system running on autopilot . Your profit, pay, taxes, and operating expenses are allocated consistently and systematically, helping you remove emotion, increase discipline, and build lasting financial clarity. This integrated banking + software experience is the most streamlined way to fully implement Profit First.
