Live Product Demo
See Exactly What You
Get Every Month
"Three deliverables. One complete picture of your business."
This is a real example — Hargrove & Mills Law Group, June 2025, Pro Plan. Everything you see is what an actual client receives. Click each tab to explore.
Client PortalExcel WorkbookPDF Report
June 2025 Diagnostics
Jun 2025
Total Revenue
$42,800
↑ +10.0% vs May
Cash Revenue
$6,200
Client reported
Total Expenses
$28,440
12 categories
Net Profit
$14,360
33.5% margin
Net Cash Flow — 6 Months (Bank + Cash − Expenses)
Net profit
Date
Description
Category
Amount
Status
Jun 28
Johnson & Assoc. Filing Fee
Court Costs
−$1,200
⚠ Duplicate?
Jun 25
Cash — Client Consultation
Cash Revenue
+$1,800
💰 Cash
Jun 22
Westlake Office Supplies
Office Expenses
−$340
✓ OK
Jun 18
LexisNexis Advance
Research
−$380
⚠ New Vendor
Jun 14
Johnson & Assoc. Filing Fee
Court Costs
−$1,200
⚠ Duplicate?
Jun 10
Client Retainer — Anderson LLC
Retainer Income
+$8,500
✓ OK
What's Included — Pro Plan
Three Formats. Every Month.
Delivered within 24 hours of document submission. Same-day on Pro. Human bookkeeper review before every Pro delivery.
Client Portal
- → Live KPI dashboard
- → 6-month net cash flow chart
- → Warnings panel — auto-surfaced
- → Full transaction ledger with flags
- → Cash sales tab
Excel Workbook (.xlsx)
- → P&L Diagnostic tab
- → Transactions detail tab
- → Cash Sales tab
- → Warnings tab (auto-flagged)
- → 6-Month Trend tab · MoM % auto-calc
PDF Report
- → 3 KPI summary cards
- → Warnings with action notes
- → Revenue & expense breakdown
- → Human bookkeeper stamp (Pro)
- → Email-ready for your accountant
Ready to See This for Your Business?
"The monthly checkup your business deserves — at a fraction of the cost."
$99/mo Essential · $149/mo Pro · 30-day money-back guarantee · Cancel anytime