Dashboard
Welcome back! Here's what's happening with your books.
Transactions
847/892
Categorized by AI
Bank Accounts
3/4
Reconciled
Last Close
January 2026
✓ Completed
Next Close
Feb 28
In 11 days
Revenue (Feb)
$45,230
+12.5%vs last month
Expenses (Feb)
$28,940
-3.2%vs last month
Net Profit (Feb)
$16,290
+8.7%vs last month
Recent AI Activity
Categorized 127 transactions
Office Supplies
Reconciled Chase Business Checking
Bank Account
Generated Profit & Loss Report
Financial Report
Review required: 12 uncategorized transactions
Action Needed
Action Items
Review Transactions
12 transactions need your review
All Caught Up!
Your books are up to date
Reports
February 2026 Monthly Close
We're on track to close your books on time. Here's the progress:
Categorization
95% Complete
Reconciliation
3 of 4 accounts
Review
In progress
Reports
Pending
Expected completion: February 28, 2026