25 samples · no login

Open a sample.

No pitch deck: click a sample and see if it matches the business you are trying to run. Fictitious names, real layouts, no password.

You run the shop: I wire the numbers into one login you will actually open. Bookkeeper optional.

Kickoff 30 min: what you sell, what you want on screen
Build connect QuickBooks + your tools, nightly sync
Launch you sign in on real data; we tune until it clicks
Support sync keeps running; month-end help if you want it

Typical first portal: a few weeks from kickoff to login on live data (scope-dependent). Setup is quoted after the call; ongoing support is optional if you keep your own bookkeeper.

Start here

Pick the question you actually ask: margin, cash, who owes you. One shop or several businesses; each sample is a real screen layout, not a slide deck.

Multi-businessThree companies, one login: what's due on the cards and do we have the cash?Owner portfolioOpen sample Stores sold your snacks: who still owes you?Summit Snacks Co.Open sample Which deals are holding my commission check?Westview Auto GroupOpen sample Which jobs are losing money?Riverstone RoofingOpen sample Which tickets actually made money this week?Riverside TiresOpen sample

All samples

Stores sold your snacks: who still owes you?Summit Snacks Co.Open sample Primal KrispOpen sample Which tickets actually made money this week?Riverside TiresOpen sample Who still owes on a gown order?Riverfall GownsOpen sample Profit per job while the tech is still on site.Riverside Appliance RepairOpen sample Who do I call back first on the pipeline?Riverbank FundingOpen sample Three companies, one login: what's due on the cards and do we have the cash?Owner portfolioOpen sample Which jobs are losing money?Riverstone RoofingOpen sample Did this job make money when it closed?Riverbend Fence Co.Open sample Who owes you, and send statements in one click.Lakeland Supply Co.Open sample Which units are late on rent?Harborfield ResidentialOpen sample What’s stuck in transit vs. what you can sell?Northline GlobalOpen sample Which deals are holding my commission check?Westview Auto GroupOpen sample Shoreline Auto & TireOpen sample Coastal Air Heating & CoolingOpen sample BlueLine PlumbingOpen sample Amped ElectricOpen sample Evergreen Lawn & LandscapeOpen sample FreshCoast Commercial CleaningOpen sample Cornerstone BuildersOpen sample Brick & Ember PizzeriaOpen sample Bayview Wine & SpiritsOpen sample Wildflower Goods Co.Open sample Atlantic Freight LinesOpen sample Garden State DistributionOpen sample

Want this on your name and your data?

Describe the screen in your head. I’ll show you the closest sample or sketch yours first.

Book a call