Finance. The bookkeeper you see once a month.

Without it, you are the bookkeeper, once a month, at night. Overdue invoices get noticed late and cash is a guess until the books are closed.

The 3 sections.

Screenshots of each section land here as they are captured from a live build.

Revenue, profit, cash in the bank and this year against last, with alerts for overdue invoices, runway and a run of losing months.

Before it acts: Nothing. It reads QuickBooks.

Every outstanding invoice with overdue and due-soon flags, on the finance tab and on the home screen.

Before it acts: Reminders are drafted, not sent.

An invoice drafted from the project or the retainer, ready to send.

Before it acts: You send it. It never writes to QuickBooks on its own.

QuickBooks.

It never writes to QuickBooks. It reads your books and shows you what needs attention.

$7,250 to $9,500 one-time install plus $725 to $950 per month.

Does it change my books?

No. It reads QuickBooks and never writes to it. Your bookkeeper keeps doing what they do.

What are the alerts?

Overdue invoices, cash runway, revenue against last year and a run of losing months. You set the thresholds in settings.

One call. We walk through a normal Tuesday, count what is waiting on you and tell you what we would install. If a $30 tool solves it, we say so.