Overview
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Upload statement
Bank or credit card statement
PDF or CSV. Claude parses transactions automatically.
Revenue & Expenses
Year to date
AI Insights
Automated analysis · updated each sync
Recent activity
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| Date | Description | Category | Amount |
|---|---|---|---|
| Loading… | |||
13-week cash flow
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A/R aging
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1099 vendors
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Month-end Close
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QBO writes: DRY-RUN
Review queue
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| Date | Vendor | Category | Amount | Action | |
|---|---|---|---|---|---|
| No data — click Run reconciliation to start. | |||||
Resolution history
Items you've already classified for this period
| Date | Vendor | Action | Category | QBO sync | By |
|---|---|---|---|---|---|
| No items resolved yet. | |||||
QBO writes audit log
Every QBO write attempt for this period — dry-run + live
| Time | Action | Idempotency key | Mode | Result |
|---|---|---|---|---|
| No writes yet. | ||||
Categorize
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