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Financial tracker

Always know exactly how the business is going.

Tracks revenue, expenses, GST and cash flow in real time. Flags overspending and tells you exactly how things are tracking.

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Financial tracker
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Daily summary — Thursday
Financial tracker
Today: $2,420 invoiced, $640 in materials, $1,780 profit. GST set aside: $242. Cash position: $18,400 (+$1,100 this week). One unusual expense flagged: Bunnings $890 (3x weekly avg) — receipt attached, all good.
Books up to date ✓ All categorised in Xero
What it does

Capabilities

  • Daily revenue, expenses and profit summary
  • GST set-aside tracking in real time
  • Cash flow forecast 30 / 60 / 90 days out
  • Flags unusual spend and missing receipts
How we set it up

We do it for you

  1. 1We connect Xero / MYOB and your business bank
  2. 2We set GST and tax thresholds
  3. 3We send you a daily 6:00 PM summary

Live in your business within 48 hours. No IT needed.

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Want this agent in your business?

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