The reports you run every month, as a button.
Close summaries, reconciliations, AR aging, revenue by product — built once by your consultant or IT, run by your team with one click.
- Finished, not drafted
Excel, PDF or a dashboard card comes back ready to send.
- Linked to the record
Every ID opens the invoice, customer or opportunity in the source system.
- Costed per cost center
Every run has a price before it starts and a GL line after it ends.
- Nothing changes by accident
Apps are read-only unless explicitly allowed, and writes confirm first.
- Roles
View and Run granted per App, per role; change it for everyone at once.
- Audit log
Every run, connector write, script approval and admin change; CSV export.
- Budgets
Monthly caps per workspace and per cost center, in alert or enforce mode.
Start from Apps that already work.
- 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.
- 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.
- 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.
- 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.
See it run on real books.
The live demo is a read-only workspace with connected sandboxes. Click anything.