One ledger, four views — and the business-finance picture stays coherent across all of them. Open the Dashboard: $24,000 in May income, $2,357 in expenses, $21,642 net, with a Cash Flow sparkline projecting end-of-month. The same Apex invoice that closed in Pipeline shows up here as the income line. Click Transactions, Budgets, or Reports — same ledger, same numbers, different angles. Mileage rolls into the IRS-rate deduction; Tax Savings transfers track as a budget category; the Work Summary surfaces Schedule-C Net Business Income for your accountant. No QuickBooks tab. No reconciliation spreadsheet. No notes file.
One ledger, four views
Cash Flow projected to end-of-month
Schedule-C Net Business Income
Four stat tiles — Income, Expenses, Net Balance, Active Budgets. Cash Flow sparkline projects end-of-month. The whole picture at a glance.
2
Drill into a view
Transactions for the ledger. Budgets for the progress bars. Reports for the totals. Same data, different angles — change a transaction once and every view updates.
3
Pull a Report
Income Statement, Expense Report, Work Summary. Schedule-C-style Net Business Income, mileage deduction at the IRS 2026 rate, expenses itemized by category. What your accountant needs in April, on demand.
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What integrates here
The $24,000 Apex invoice that closed in Pipeline — already surfacing as May income on the Dashboard. The $185 in software subscriptions tracking against the $500 budget. The $245 in business meals at 82% of $300, near the line but not over. The $7,200 you moved to Tax Savings — and the budget reading 100% complete because the savings account is a savings account. The 134 business miles that surface in the Expense Report as a $94.22 deduction (IRS 2026 rate, calculated server-side). The $21,548 Schedule-C Net Business Income your accountant needs in April, sitting on the Work Summary. The business-finance picture you'd otherwise stitch from QuickBooks + a spreadsheet + a notes file.