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 invoices and generate Pay Now links for clients
New invoice
All invoices
| # | Client | Date | Billed | Collected | Status | Actions |
|---|---|---|---|---|---|---|
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Income & payments
Record payments received and track cash flow
Total collected
—
all time
This month
—
Collection rate
—
collected vs billed
Record payment
Payment history
| Date & Time | Client | Source | Amount | Inv # | Reference | Notes | 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 |
|---|---|---|---|
| Loading... | |||
To add or edit clients, go to your care portal.
Payroll
Import hours, calculate taxes, run payroll
Gross wages this period
—
Employee taxes withheld
—
Employer taxes owed
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Pay employees
—
Set aside IRS
—
Set aside TWC
—
Total agency cost
—
Import hours from portal
Pulls clock-in/out sessions automaticallyTotal hours: 0h 0m | Gross pay: $0.00
Manual time entry
Time entries
| Employee | Date | Client | Service | Hours | Rate | Gross | Approved | Actions |
|---|---|---|---|---|---|---|---|---|
| No time entries yet | ||||||||
Run payroll
Employee setup
Manage employee records, W-4, and I-9 compliance
Add / edit employee
Employee records
| Name | ID | Role | Rate | Pay freq | W-4 | I-9 | YTD Gross | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| No employees yet | |||||||||
Payroll history
View and manage past payroll runs
Past payroll runs
| Employee | Period | Pay date | Hours | Gross | Net pay | Fed tax | IRS bucket | TWC bucket | Actions |
|---|---|---|---|---|---|---|---|---|---|
| No payroll runs yet | |||||||||
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
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Data export
Download a backup of all accounting data as a JSON file.