🔄 Recurring
Track subscriptions, memberships, retainers & fixed expenses
Active Revenue Streams
📅 Upcoming Collections (Next 30 Days)
💡 AI Pricing Optimizer
Real-time price suggestions based on demand, costs, competition & market conditions
⚙️ Pricing Rules & Guardrails
📊 Market Signals
🔍 Your Products & Services
Good day 👋
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⚡ Quick Add Transaction
Cash Flow
Last 10 transactions
Income vs Expenses
8-Week Revenue & Expense Trend
Spending by Category
Top expense categories
🩺 Business Health Score
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Recent Transactions
| Description | Date | Amount | Type |
|---|
Transactions
All income and expenses
| Description | Date | Category | Status | Amount | Actions |
|---|
🔒 Safe & Cash
Track physical cash, deposits and withdrawals
Current Balance
$0.00
Quick Deposit
📦 Inventory
Stock levels, adjustments and movement history
| Item | Category | Supplier | Cost | Sell / Margin | Stock | Expiry | Status | Adjust | Actions |
|---|
👥 Staff
Team roster, clock tracking and weekly schedule
| Name | Role | Rate/hr | Est. Weekly | Today's Hours | Status | Actions |
|---|
🧠 Insights
AI-powered analytics, profit diagnostics and decision tracking
🤖 AI Bookkeeper
Your personal CFO — knows your real numbers and gives direct advice
🤖
Hi, I'm your AI Bookkeeper
I know your real revenue, expenses, invoices, staff costs and more. Ask me anything — I'll give you straight answers with your actual numbers.
Powered by Claude AI · knows your live ProfitAction data · responses may take a few seconds
🔎 Market Research
Live AI-powered intelligence on your competitors, growth strategies, and market trends
🔎
Ready to research your market
Enter your location and industry, then click Research My Market. Claude will search the web in real-time for competitors, growth plays, pricing trends, and a personalized action plan.
🏢 Real competitors
📈 Growth strategies
⚠️ Industry challenges
✅ Action plan
📈 Cash Flow Forecast
Predictive analysis based on your actual transaction patterns
🧾 Invoices
Create, send and track client invoices
| # | Client | Issue Date | Due Date | Status | Amount | Actions |
|---|
👤 Client Book
Manage your clients and contacts
| Name | Phone | Tags | Billed / Owed | Actions |
|---|
⭐ Top Clients
Revenue ranking, repeat business & relationship health
⚠️ Needs Attention
📊 Breakdown
🧾 Tax Estimator
Real-time tax estimate based on your actual profit
Quarterly Breakdown
Monthly Profit vs Tax Set-Aside
⚙️ Tax Settings
💡 Tips
📅 Due Dates
🏦 Loans
Built automatically from your loan transactions — balance, principal & interest paid
🏭 Vendor Payments
Track what you owe suppliers — due dates, overdue flags & payment history
📊 Summary
🏆 Customer Loyalty
Auto-tiered Bronze / Silver / Gold based on lifetime spend
All Clients by Tier
Thresholds: Silver · Gold
| Client | Tier | Lifetime Spend | Invoices | Last Purchase | Actions |
|---|
⚙️ Settings
Manage your business details and preferences
🏢 Business Info
💰 Tax & Finance
🌐 Locale
🔒 Security
🗂️ Audit Log
🔌 POS & Accounting Integrations
Sync sales, inventory and accounting data — securely tied to your account
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🔒 Your QuickBooks, Square, and Loyverse connections are tied to your ProfitAction account — they'll be there no matter which device you sign in from, and no one else can see them.
🏦 Bank Connections
Sync transactions directly from your bank — securely tied to your account
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🔒 Your bank connections are tied to your ProfitAction account — they'll follow you across devices, and your bank credentials are never stored in this browser.
⚠️ Danger Zone
🔐 Account & Team Access
Sign In Options
👤 Signed in as local user (offline mode)
Team Members