Owner overview
Financial command center
Every account we have loaded, in one place.
Signed out
Money in · last 30 days
—
Sales and client payments
Money out · last 30 days
—
Payroll, bills and spending
Net · last 30 days
—
Transfers between our own accounts left out
Cash on hand
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Latest balance per account
Recent activity
| Date | Who / what | Category | Amount |
|---|
Last 30 days by business
| Business | In | Out |
|---|
How current each source is
Imported statements by business and year
Operating cash view; transfers, payouts and reversals excluded
Loading report…
| Business / year | Deposits | Expenses | Operating net | Transactions | Review |
|---|
Monthly cash flow
| Business / month | Deposits | Expenses | Operating net | Transactions | Review |
|---|
Account summary
| Business / account | Year | Deposits | Expenses | Operating net | Transactions |
|---|
Largest categories
| Business / category | Year | Flow | Amount | Transactions |
|---|
Reconciliation controls
Automation safeguards
Invoice creation requires approval
Extracted contract terms cannot create an invoice without a reviewer.Outbound communication remains in drafts
No reminder email is sent automatically in the current rollout.Every financial mutation is audited
Approver, timestamp, entity, and action are recorded.