Your business, at a glance

Upload your revenue statement and credit card statement to see your full financial picture.

💍

Excel or CSV export from Numbers
Events, dates, revenue & deposits

Click or drag to upload

💳

CSV export from your bank
All business expenses

Click or drag to upload

Preview with sample data

Financial overview

bbsignco · Wedding Signs & Accessories

Cash Received

—

Deposits Collected

—

Down payments received

Outstanding Balances

—

Balance due from clients

Total Expenses

—

From credit card statement

Net Profit

—

Profit margin

Revenue vs Expenses by Month

Revenue Expenses

P&L Summary

Recent Events

Event / Client	Wedding Date	Contract Value	Deposit	Deposit Date	Balance Due	Balance Received	Cash Received	Status

All Events

Event / Client	Wedding Date	Contract Value	Deposit	Deposit Date	Balance Due	Balance Received	Cash Received	Status

Profit & Loss — Cash Basis

Revenue recognized when cash is received

Event Calendar

Upcoming weddings & expected cash flow

Month by Month

Month	Events	Cash Collected	Outstanding	Expenses	Net Profit / Loss	Margin

Expense Detail

By Category

All Transactions

Date	Description	Amount