← Finance & accounting

Monthly Digest

Summarizes your month's finances with metrics, trends, and anomalies.

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More in Finance & accounting

  • Custom ReportBuild custom financial reports with user-defined date ranges and categories.
  • Home Office DeductionCalculates your home office deduction using the simplified or actual expense method.
  • Invoice AgingTrack unpaid invoices by age bucket and flag overdue payments.
  • Lifestyle CreepSpots spending increases across categories over the past 6 to 12 months.
  • Quarterly TaxesEstimates quarterly tax payments from income totals using safe harbor rules.
  • Rental PropertyTracks rental income, expenses, and ROI.
  • Sales Tax NexusDetermines which states you owe sales tax in based on nexus thresholds.
  • Seasonal PatternsDetect seasonal revenue and expense patterns across 12+ months of data.