Finance and profitability
Bookkeeping-ready, not fake accounting
This layer tracks cash, invoices, expenses, job costs, margin, and exceptions. It prepares clean records for a bookkeeper; it does not pretend to replace one.
Cash collected
$17.1K
Outstanding A/R
$10.9K
Attributed gross profit
$28.6K
Bookkeeping exceptions
8
Revenue and gross profit
Operational trend before final accounting close.
Draft operating statement
Posted demo records, not GAAP financial statements.
Attributed revenue$58,000
Recorded expenses-$21,530
Operational contribution$36,470
Taxes, depreciation, owner draws, payroll liabilities, and reconciliation adjustments are outside this demo statement.
Expense concentration
Where recorded cash is leaving the business.
Advertising & Marketing$9,270
43.1%
Contractor Labor$5,075
23.6%
Supplies$2,929
13.6%
Professional Services$1,425
6.6%
Uncategorized$854
4.0%
Insurance$680
3.2%
Job margin watchlist
Quotes with internal cost data, sorted weakest first.
Marcus Reed — Senior Relocation
Max · Senior Relocation
$3,320
price
$720
gross profit
Emily Foster — Estate Cleanout
Jordan · Estate Cleanout
$5,650
price
$2,600
gross profit
Sarah Mitchell — Estate Cleanout
Max · Estate Cleanout
$4,829
price
$2,299
gross profit
Janet Wilson — Monthly Home Reset
Elena · Monthly Home Reset
$1,800
price
$900
gross profit
Daniel Kim — Senior Relocation
Elena · Senior Relocation
$4,700
price
$2,350
gross profit
Robert Chen — Move Management
Max · Move Management
$5,230
price
$2,680
gross profit
Patricia Gomez — Downsizing Plan
Elena · Downsizing Plan
$1,600
price
$880
gross profit
Monica Alvarez — Downsizing Plan
Jordan · Downsizing Plan
$2,295
price
$1,275
gross profit