Clients
October close · As of Nov 5, 2026
Clients
5
October closed
2
In progress
1
Waiting on client
2
All clients
- Acme Supply Co.Wholesale distributionWaiting on client · 5 of 9Cash $184,2501 bank statement missing$5,984 in invoices over 90 days3 bills to approve
- Brightline DentalDental practiceIn progress · 7 of 9Cash $156,4002 bills to approve1 reconciliation difference in review
- Cedar Row BakeryBakery and caféWaiting on client · 1 of 9Cash $40,7003 bank statements missing$2,950 in invoices over 90 days1 bill to approve
- Northfield HVACHeating and cooling servicesClosed · 9 of 9Cash $166,900
- Lumen Analytics Inc.B2B software (seed stage)Closed · 9 of 9Cash $812,0001 bill to approve
| Client | October close | Alerts | Cash | Oct net income | Open |
|---|---|---|---|---|---|
| Acme Supply Co.Wholesale distribution | Waiting on client5 of 9 tasks |
| $184,250 | $40,450 | Open |
| Brightline DentalDental practice | In progress7 of 9 tasks |
| $156,400 | $31,560 | Open |
| Cedar Row BakeryBakery and café | Waiting on client1 of 9 tasks |
| $40,700 | $5,810 | Open |
| Northfield HVACHeating and cooling services | Closed9 of 9 tasks | None | $166,900 | $21,060 | Open |
| Lumen Analytics Inc.B2B software (seed stage) | Closed9 of 9 tasks |
| $812,000 | -$42,390 | Open |
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