Know What You Billed, What You Banked, and What Comes Next.
Compare accrual and cash views side by side, inspect underlying invoice records in one click, forecast upcoming revenue, and export CPA-ready tax breakdowns.
Switch Between Earned Revenue and Actual Cash Flow with One Click
Audit custom date ranges across earned sales volume or actual money received with one click.
- Track billed sales activity by invoice date regardless of client payment timing.
- Follow cash movements across merchant accounts based on settlement and refund clearance dates.
- Toggle prepaid, incomplete jobs between recognized sales and unearned liability.
Click Any High-Level Number to Inspect Every Underlying Transaction
Click any summary total to expand the itemized ledger and inspect every contributing transaction.
- Audit revenue figures and tax totals instantly by expanding underlying invoice ledgers.
- Open source documents directly from transaction rows showing customer names, dates, and payment methods.
- Isolate credits, reversed charges, and unapplied balances to resolve accounting disputes rapidly.
Anticipate Future Revenue and Spot Conversion Bottlenecks
Monitor scheduled bookings, quote conversion rates, and revenue leakage to plan staffing and cash flow.
- Project upcoming monthly revenue and labor demand from forward-booked appointments.
- Track accepted proposals ready for dispatch beside expired quotes ready for re-engagement.
- Identify conversion leakage across trailing 30-day abandoned carts and online cancellations.
Simplify Sales Tax Filings with Itemized Jurisdictional Liabilities
Itemize statutory tax collections by jurisdiction and separate non-taxable sales for painless filings.
- Separate taxable revenue from exempt sales across municipal, county, state, and federal levels.
- Offset net tax liabilities automatically whenever invoices are refunded or voided within the period.
- Export audit-ready sales and tax summaries to Excel for quick CPA handoffs.
Gauge Company Momentum with Real-Time Operational Vital Signs
Track rolling acquisition trends, customer retention, and schedule utilization in a single consolidated pane.
- Compare first-time customers against recurring accounts across rolling 30-day windows.
- Measure self-service online booking growth captured directly through your website.
- Monitor real-time payment feeds and schedule capacity alongside active dispatch queues.
Analyze Performance by Territory, Service Type and Custom Tags
Isolate profit drivers across service categories, operational territories, and customer tags.
- Filter segment profitability across commercial accounts, regional territories, and service tags.
- Interact with dynamic bar charts that filter and reveal matching period records on click.
- Jump directly from performance graphs into related customer profiles, work orders, and invoices.
Accelerate Collections and Clear Operational Bottlenecks in Minutes
Surface delinquent balances and incomplete work orders in real-time triage feeds to protect cash flow.
- Identify delinquent balances by aging threshold and dispatch instant payment requests.
- Finalize past-due work orders and generate invoices directly from the dashboard triage queue.
- Audit promotional coupon redemptions against ad spend to calculate true acquisition costs.
Run the Numbers Before You Run the Day
Pick a date range, pick a basis, and every figure on the page traces back to the job that made it.