Feature · Alerts

Problems flagged before you find them.

Max'd Out watches every entry as it lands — spend spikes, margin compression, duplicate charges, and patterns that don't fit. You hear about it within minutes, not at month-end.

Proactive spending & margin alerts

Fires the moment an expense is saved — not on a schedule, not in a weekly digest. If something crosses a threshold, you know that day.

MO
Max'd Out
Owner · Spend spike alert
⚠️ Max'd Out Alert: Your material spend this month is 38% above your 4-month average. You've invoiced $2,100 but spent $1,600 in materials alone. Worth a look. [Full report]
Fires at 25% above your 4-month rolling average by default — text "change my alert threshold to 30%" anytime to tune it.
Money health, checked continuously

Your expense-to-revenue ratio is watched against 50% and 80% thresholds, and — for businesses running without QuickBooks — 75%/90% margin thresholds with a dollar figure attached, not just a percentage.

HEALTH command, on demand

Text HEALTH any time for an instant snapshot — billed, spent, left, and what percentage of revenue that spend represents. No waiting for the next scheduled alert.

Anomaly detection

Not just threshold breaches — structural patterns that suggest an error, a duplicate, or something worth a second look.

What it catches
  • Same vendor, same amount, same day — flagged as a possible duplicate before it's ever assumed to be one.
  • A vendor that normally shows up once a month suddenly appearing 4 times in a week.
  • A client normally invoiced weekly with no invoice in 10+ days.
  • Several large round-number expenses in one week — a common sign of estimated amounts worth confirming.
How it behaves
  • Never auto-corrects or blocks an entry — the entry is always saved first, the flag comes after.
  • Duplicates and severely overdue invoices text you within minutes; everything else rolls into your next scheduled review.
  • Every flag fires exactly once — dedup is built into the alert engine itself, so the same anomaly never nags you twice.
Alerts

You find out the same day — not at tax time.

Spend spikes, margin compression, duplicates, and patterns that don't fit — flagged as they happen.

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