Financial overview
Billing work queues and QuickBooks insight for 08/01/2026 – 08/12/2026 — read only, with QuickBooks as the financial system of record.
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Work delivered with no invoice raised — the revenue leak queue. Nothing on this page is edited here — open a record to act on it.
Open work queues list every outstanding record; revenue, paid and completed-not-invoiced figures respect the selected date range.
Revenue over time
Invoiced revenue inside the selected range
Outstanding balance by age
Unpaid balance on sent invoices, bucketed by days past due
Revenue by customer
Top customers by invoiced revenue in range
Revenue by job type
Where the invoiced revenue came from
Billing cycle time
Average days from job completion to invoice sent
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Financial insight — QuickBooks
Read directly from the connected company file