››Good afternoon
Business Overview
Demo CompanyTotal Income
US$61,045.00
USD
Total Expenses
US$66,493.00
USD
Cash Balance
US$31,085.00
USD
Net Profit
-US$5,448.00
USD
Top 10 Customers
By Revenue
Harbor PointUS$3,575
Westbrook Adv.US$3,300
Riverside MktUS$2,860
Summit DeliveryUS$1,320
Cedar GroveUS$880
Top 10 Expenses
By Amount
Cost of FoodUS$4,854
Meadowlane DairyUS$3,520
Copper KettleUS$1,180
SoftwareUS$594
Cash in and out
Net profit or loss
-US$5,448.00
Data from 31 May – 01 Jul 2026
Accounts Receivable
US$31,319.00
Invoices owed to you · US$23,749 overdue
Accounts Payable
US$84,732.00
Bills to pay · US$64,432 overdue
Recent invoice payments
INV-2025-006Lakeshore Conv.US$1,540.00
INV-2025-002Westbrook Adv.US$3,300.00
Step 1 of 23
Check Your Numbers
Start here every day. These cards show your total income, expenses, cash balance, and net profit — all updated in real time. If something looks off, click into the card to drill down.
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Read a bill and watch HelloBooks pull out the vendor, amount, tax and date — then categorize it to the right account.
Then see the whole flow
From that bill to reconciled — in 7 steps.
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››Good afternoon
Business Overview
Demo CompanyTotal Income
US$61,045.00
USD
Total Expenses
US$66,493.00
USD
Cash Balance
US$31,085.00
USD
Net Profit
-US$5,448.00
USD
Top 10 Customers
By Revenue
Harbor PointUS$3,575
Westbrook Adv.US$3,300
Riverside MktUS$2,860
Summit DeliveryUS$1,320
Cedar GroveUS$880
Top 10 Expenses
By Amount
Cost of FoodUS$4,854
Meadowlane DairyUS$3,520
Copper KettleUS$1,180
SoftwareUS$594
Cash in and out
Net profit or loss
-US$5,448.00
Data from 31 May – 01 Jul 2026
Accounts Receivable
US$31,319.00
Invoices owed to you · US$23,749 overdue
Accounts Payable
US$84,732.00
Bills to pay · US$64,432 overdue
Recent invoice payments
INV-2025-006Lakeshore Conv.US$1,540.00
INV-2025-002Westbrook Adv.US$3,300.00
Step 1 of 23
Check Your Numbers
Start here every day. These cards show your total income, expenses, cash balance, and net profit — all updated in real time. If something looks off, click into the card to drill down.
Your books, at a glance
Every bill, from every channel — captured, coded, reconciled.
One line tells you if you’re caught up and what needs you. Click it for the whole cycle.
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