You're exploring Summit Heating & Air, a demo business. Poke around, recategorize, ask the AI bookkeeper — the data resets nightly.
Revenue
$81,370.24
Expenses
$43,743.46
Net Income
$37,626.78
Accounts
Bank accounts
First National Checking ****4821 $83,949.44
Credit cards
Business Visa ****7710 $1,008.58
Bookkeeping status
- Documents processed
- 6 of 6
- Transactions processed
- 121
- Statements reconciled
- 6 of 6
- Needs attention
- 5
Books97% complete
Monthly documents — July 2026
All sources in ✓- ✓Bank statement — First National Bank
- ✓Card statement — First National Bank
Based on the sources you've uploaded before. New recurring sources join this list automatically.
Month close
Close the month once documents are processed, reviews are resolved, and statements reconcile.