Apps that already work.
Every App in the demo workspace, across QuickBooks Online, Salesforce and Maxio. Import one, change the inputs, publish it.
- MRR Movement BridgeMaxioThe month's MRR bridge — new, expansion, contraction, churn and reactivation — with the customers behind each movement and a CFO-ready explanation.
- Renewal CalendarMaxioUpcoming subscription renewals by month, with annual contracts and the revenue at stake called out.
- MRR WaterfallMaxioMonth-by-month MRR bridge from Maxio Core — opening, new, expansion, contraction and churn through to closing, with the customers behind each movement.
- MRR Waterfall (Advanced Billing)MaxioThe MRR bridge built live from Maxio Advanced Billing — shows movement as it happens, including the current month, where the Core-based waterfall only reports completed months.
- Net & Gross Revenue RetentionMaxioNRR and GRR for the period and month by month, broken down by account size — the first number a fund asks for, with the definitions printed on the page.
- SaaS Quick Ratio & Growth EfficiencyMaxioHow much revenue the business adds for every dollar it loses, monthly and 3-month rolling, with the customers behind each side of the ratio.
- ARR at Risk — Renewal ExposureMaxioEvery renewal in the horizon ranked by annualized value, with the evidence behind each risk flag and a watch list a CSM can act on this week.
- Customer Concentration & Key-Account DependencyMaxioTop-N share of ARR, an HHI concentration score, and the departure test — what the growth rate becomes if each of the top five leaves.
- Cohort Retention & Expansion CurveMaxioLogo and revenue retention by signup cohort from Maxio Core's own cohort report, showing whether later cohorts retain better than earlier ones.
- Product Mix & ARR Growth ContributionMaxioWhich product lines produced the period's growth and which dragged on it, with mix shift in percentage points and dead SKUs flagged.
- Contract Quality & Cash ProfileMaxioAnnual versus monthly mix, the billing calendar for the next twelve months, and the monthly accounts worth converting to annual with the cash that would pull forward.
- Customer Tenure & Lifetime ValueMaxioTenure distribution, logo churn, implied lifetime and LTV — with tenure labelled as inferred from invoice history, and undefined figures printed as undefined.
- Billing Health & Collections ExposureMaxioCollection rate, AR aged by due date, DSO, and a collections worklist showing which non-paying customers are still being served.
- PE Board Pack — PerformanceMaxioClosing MRR and ARR, the change on last month, a windowed growth rate, and the movement bridge — the first panel of the monthly pack.
- PE Board Pack — RetentionMaxioNRR and GRR over the longest window the data supports, with the definitions printed and an honest reading of what the pair says.
- PE Board Pack — Book QualityMaxioCustomers, ARPA, top-3 concentration and annual share of ARR — what kind of revenue this is, not just how much.
- PE Board Pack — At RiskMaxioARR up for renewal in 90 days, overdue AR, key-account dependencies and a named watch list with the evidence behind each flag.
- Income Statement — Month, Quarter & YTDQuickBooks OnlineThe P&L straight from QuickBooks: revenue, gross margin, opex and net income for the month, against the prior month and year to date, with a six-month trend and commentary on what moved.
- Balance Sheet & LiquidityQuickBooks OnlineAssets, liabilities and equity as of any date, with current and quick ratios, working capital, days sales outstanding and deferred revenue called out.
- Cash Burn & RunwayQuickBooks OnlineHow long the money lasts: cash on hand, net burn by month, runway in months with the cash-out date, and the expense lines that move it.
- AR Aging & Collections PrioritiesQuickBooks OnlineOpen receivables in five aging buckets, ranked by dollars at risk, with a ten-name call list and a written opening for each conversation.
- Spend Anomalies & Duplicate BillsQuickBooks OnlineDuplicate payments, price increases, vendors outgrowing the business and first-time suppliers — each finding with the documents behind it.
- Month-End Close ChecklistQuickBooks OnlineAn
agentstep works a six-point close checklist — uncategorized spend, undeposited funds, unbilled customers, payables, receivables, statement agreement — and says whether the books are ready to close. - SaaS & Cloud Spend by VendorQuickBooks OnlineEvery software and cloud vendor with its annualized run rate, overlapping subscriptions grouped with what consolidation would be worth, upcoming renewals and waste candidates.
- Software Renewal & Price-Creep WatchlistQuickBooks OnlineAnnual contracts coming up for renewal, with the last date to decide, plus every monthly subscription whose price stepped up and what the increase costs a year.
- Pipeline Coverage & ForecastSalesforceCoverage against the implied target, a weighted forecast from real stage win rates, commit versus best case, and the deals that decide the quarter.
- Win/Loss by Segment & SourceSalesforceWin rates and deal sizes by company size and lead source, loss reasons ranked by dollars rather than count, and where the go-to-market motion is actually working.
- Deals at RiskSalesforce · QuickBooks OnlineAn
agentstep weighs slipped close dates, silence, missing next steps, open support cases and late payment together, then ranks the pipeline by value at risk with a specific next action for each deal. - Account 360 — CRM & Billing BriefSalesforce · QuickBooks OnlineOne page on any account before a call: relationship, open deals, support history and the billing picture from QuickBooks, ending in talking points tied to facts.
- CRM Data Quality ScorecardSalesforceA rule-based audit of the CRM — missing fields, orphaned records, stale deals, duplicate leads and accounts — scored per object, as an Excel worklist.
- Closed-Won vs Invoiced (Quote-to-Cash)Salesforce · QuickBooks OnlineAn
agentstep reconciles won deals against the ledger and reports the exceptions: won but never billed, billed late, amounts that disagree, and invoices with no deal behind them. - Executive Weekly Business ReviewSalesforce · QuickBooks OnlineThe Monday one-pager: revenue, net income, cash, runway, pipeline and closed-won, then three things going well, three needing attention and a watch list with dollars attached.
- Uncategorized Expense CoderQuickBooks OnlineSuggests an account for each expense left in Uncategorized, checks every suggestion against the chart of accounts, sends the batch to the controller for approval, then reclassifies each approved line by journal entry.
- Recurring Vendor AccrualsQuickBooks OnlineFinds vendors that bill every month but have no bill yet for the month being closed, proposes an accrual at their recent average, and posts the ones the accountant ticks and confirms.
- Flux Review — P&L Variance ExplainerQuickBooks OnlineFinds the profit and loss lines that moved more than a dollar and percent threshold, then an
agentstep reads the transactions behind the largest ones and explains each, with evidence. - Collections WorkbenchQuickBooks Online · SalesforceTiers overdue customers by how late they are, holds back any with an open high-priority support case, drafts a reminder for each one the collector picks, and logs the AR manager's approved wording as a Salesforce task.
- New Customer Setup — CRM to LedgerSalesforce · QuickBooks OnlineFinds won Salesforce accounts with no QuickBooks customer, refuses any that closely match an existing customer, creates the ones selected and writes each new customer id back to Salesforce.
- Deferred Revenue Schedule & RecognitionMaxio · QuickBooks OnlineSpreads Maxio invoices over their billing term into a twelve-month deferred revenue waterfall, ties the closing balance to the QuickBooks balance sheet, and on a confirm posts the month's release.
- Purchase Order Approval by Authority LimitQuickBooks OnlineOpen purchase orders up to the authority limit are decided by the person running this; larger ones are sent to the controller.
- Remittance Cash ApplicationQuickBooks OnlineReads a pasted remittance advice, matches each invoice number against the customer's open invoices, and creates one payment for the lines that agree with the ledger.
- 13-Week Cash ForecastQuickBooks OnlineA weekly cash forecast from the ledger: receipts timed by each customer's own payment history, bills by due date, payroll and recurring spend from the recent pattern, with a minimum-cash alert.
- Journal Entry Testing & Close Sign-offQuickBooks OnlineRuns seven audit tests over the month's journal entries, waits for the controller to complete a sign-off form, and produces a PDF memo with the exceptions and the sign-off.
See it run on real books.
The live demo is a read-only workspace with connected sandboxes. Click anything.