Good morning, Maya
Books, bills and bank feeds for a small accounting practice, all in one place.
Money in this month$220,800-8.4% vs last month
Money out$117,143+5.3% vs last month
Unpaid invoices$42,795+5.8% vs last month
Clients169+2.0% vs last month
Income and expensesLast 12 months
IncomeExpenses
Expenses by type
Payroll 13%Rent 24%Software 14%Travel 19%Other 31%
Recent clientsView all
| Client | Contact | Plan | Monthly fee | Status | Since |
|---|---|---|---|---|---|
| Blue Studio | INIris Novak | Monthly books | $597 | Active | 16 Jun 2026 |
| Beacon Clinic | VOVictor Okafor | Payroll only | $2,160 | Active | 05 Sep 2026 |
| Harbor Systems | AHAmara Hughes | Payroll only | $1,062 | Active | 21 Sep 2026 |
| Pioneer Media | NBNoah Bennett | Year end | $756 | Onboarding | 12 Aug 2026 |
| Silver Health | OLOlivia Lopez | Monthly books | $1,526 | Active | 31 May 2026 |
| Delta Traders | KBKavya Bennett | Full service | $716 | Active | 11 Jun 2026 |
Latest activityAll
- ONOlivia NguyenReconciled 42 bank transactions43m
- IZIris ZhangSent invoice INV-1188 to Maple Foods53m
- HJHana JensenApproved expense claim37m
- ONOlivia NovakClosed the August books for Oak Studio32m
- WJWen JensenAdded a new client29m