Dashboard
Total billed
—
all invoices
Total collected
—
payments received
Outstanding
—
unpaid invoices
Total expenses
—
all time
Recent invoices
| Client | Amount | Status |
|---|---|---|
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Recent payments
| Client | Amount | Source |
|---|---|---|
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Invoicing & billing
Create and send invoices to clients and payers
New invoice
All invoices
| # | Client | Date | Billed | Collected | Status | Actions |
|---|---|---|---|---|---|---|
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Income & payments
Record what actually came into your account
Total collected
—
all time
This month
—
Collection rate
—
collected vs billed
Record payment
Payment history
| Date | Client | Source | Amount | Inv # | Reference | Actions |
|---|---|---|---|---|---|---|
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Income by client
| Client | Total billed | Total collected | Balance | Rate |
|---|
Client accounts
Live sync from your care portal — read only
Active clients
—
Total invoiced
—
Outstanding
—
Client list
Synced from care portal
| Name | Caregiver | Phone | Address |
|---|---|---|---|
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To add or edit clients, go to your care portal. Changes appear here automatically.
Payroll tracking
Log caregiver hours and manage pay runs
Entries logged
—
Total hours
—
Gross payroll
—
Log hours
Payroll log
| Employee | Role | Client | Date | Hours | Gross | Actions |
|---|---|---|---|---|---|---|
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Expense management
Track and categorize business expenses
Add expense
All expenses
Total: $0.00
| Date | Description | Category | Amount | Billable | Actions |
|---|---|---|---|---|---|
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Settings
Account and data management
Security status
Firebase Auth
Server-side login
Firestore DB
Encrypted cloud storage
HIPAA BAA signed
With Google / Firebase
SSL / HTTPS
Encrypted in transit
Signed in as
—
Data export
Download a backup of all accounting data as a JSON file.