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← Portal

Your business, at a glance

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

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Revenue Statement

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

Click or drag to upload
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Credit Card Statement

CSV export from your bank
All business expenses

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Preview with sample data
Financial overview
bbsignco · Wedding Signs & Accessories
Total Revenue
Collected
Down payments received
Outstanding
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 Date Total Revenue Down Payment Balance Due Status
All Events
Event / Client Date Total Revenue Down Payment Balance Due Status
Month by Month
Month Events Revenue Collected Outstanding Expenses Net Profit Margin
Expense Detail
By Category
All Transactions
Date Description Amount
Year over Year Comparison
2025 Actual vs 2026 Projected
Metric 2025 Actual 2026 Projected Change % Change
Monthly Revenue Comparison
Month 2025 Revenue 2026 Revenue Change 2025 Profit 2026 Profit