A plain-English summary on your schedule, plus direct answers whenever you have a question. No portal login required for either.
Delivered on the schedule you set. Revenue, expenses, gross margin, how this week compares to last — and to the same week last year, once there's enough history. Any invoice sitting unpaid for 30+ days gets called out in the same message, with urgency — not buried in a report you have to go open.
Year-over-year comparisons switch on automatically once you have 52 weeks of history. Until then, every outlook states exactly how many weeks it's working from — thin data gets named, never dressed up.
No portal login, no report to wait for — text a question about your own business data and get a direct, plain-English answer in the same thread.
Expense and revenue summaries, spend on a specific vendor or category, who owes you, how business is trending, what got captured this week, or a client/vendor list — asked however you'd say it out loud, no magic keywords.
Each weekly text ends with a link to the full HTML report — revenue by client, expenses by category with a chart, a cash-health bar, and every outstanding invoice with overdue badges. Opens straight from the link, no login required.
Pushed to you weekly, or pulled anytime you ask — same plain English either way.
Get startedDrop your email and we'll let you know the second we launch. First 25 people get a discount code.
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