Custom financial reporting & dashboards
Your numbers on one live page, not a stack of PDFs
Every month, your closed books become a private dashboard built for your business. See profit, cash, who owes you and how this year compares with last, on your computer or phone, and send a clean copy to your bank in one click.
- Built from your QuickBooks books
- Private sign-in for you and your team
- PDF and Excel exports
What's on your dashboard
An overview of the month and the year so far, with the few things to watch called out in plain English. Your profit and loss by month, line by line. Cash and the balance sheet. Who owes you money and how late they are. A quarter review that sets the quarter against the one before and the same quarter last year.
Compare any two periods
Pick a month, a quarter or year to date and compare it with the same period last year, side by side, with the change in dollars and percent. It's the question every owner asks, and now the answer takes a click.
Ready for your bank, surety or partners
Every page exports. Download a PDF of one page, a full report PDF of every page, or an Excel copy of the tables. What you send is clean and consistent every month.
Built for your business
Contractors see job costs and retainage. Service businesses see labor as a share of revenue. Each dashboard carries your own branding and the measures that matter to you, and it ties out to QuickBooks every time it's refreshed.
FAQ
Common questions
Do I need new software?
No. The dashboard is built from the books you already keep in QuickBooks Online. You open it in a web browser on your computer or phone.
Who can see my dashboard?
Only you and the people you choose. Each dashboard has its own private address and sign-in, and nobody else can open it.
How often is it updated?
Every month when your books close, and more often when you need it, for example before a meeting with your bank.
Can I share it with my bank or bonding agent?
Yes. Every page has buttons for a PDF of the page, a full report PDF and an Excel copy of the tables, ready to send.
What if I'm not a monthly client yet?
Most dashboards start with a cleanup so the numbers are right. We'll tell you on a free call what it would take for your books.
Keep exploring
Related services
Want a dashboard like this for your business?
Book a free 15-minute consultation by video or phone. We'll look at your books and what a dashboard would show you. In English or Spanish.