Connect QuickBooks, Stripe, Xero, Square, Bill.com and more to a single live dashboard: paid revenue, deferred revenue, collections, and open invoices by month, with customer-level drill-downs — including enterprise accounts with nested deals. Your customer data is never stored; everything updates live via API.
Capabilities
Cash flow visibility — YTD revenue by month with paid, deferred, collections, and open-invoice breakdowns.
Messy data handled — custom mapping for imperfect billing data, from deferred revenue definitions to collections rules.
Automated collections — email, SMS, or voice follow-ups for past-due accounts. Blame the tech, keep the relationship.
Integrations — QuickBooks, Xero, Stripe, Square, Bill.com, Procore, SoftLedger, Jobber, Simpro, Buildertrend, Housecall Pro and more.