Revenue
- $1.9M
Year to Date Actual
- —
vs. Year to Date Goal
- $1.4M
Year to Date Goal
- $2.2M
Annual Goal
Gross Profit
- $909.7K
Year to Date Actual
- —
vs. Year to Date Goal
- $531K
Year to Date Goal
- $850K
Annual Goal
Net Income
- $302.6K
Year to Date Actual
- —
vs. Year to Date Goal
- $187.4K
Year to Date Goal
- $300K
Annual Goal
Business Performance
Understand your finances without the hassle of spreadsheets.
- Revenue, Direct Costs and Net Income Dashboards
- Profit and Loss Details
- Compare year over year performance
- Track and customize goals and trends
Cash Management
Make tracking cash simple.
- Track monthly cash inflows and outflows
- Cash runway and cashburn
- Net Cash on Hand
Payroll Analytics
Powered with
Combine accounting and payroll data for workforce insights.
- Payroll Expense Breakdown
- Costs by Department
- Headcount by Department
- Revenue and Net Income by Headcount
Metrics
Key Financial Metrics Unified
so that you can easily monitor progress.
Book Meetings with Your Dedicated Team in Our App
Review your dashboards and connect with your advisor.
Accounting
Sean Wilson
Client Advisor
Next Availability
Today at 3:00 PM EST
Tax
Brenda Fuentes
Client Advisor
Next Availability
Today at 4:00 PM EST