Month end becomes daily intelligence

Roya reads QuickBooks, your bank, your CRM, and your payables, and tells you what needs attention before you go looking.

Tasks & Alerts for finance: the $294K collection risk flag with its drafted email
QuickBooksSalesforceBillGustoyour bank

$294K was sitting in two systems that don't talk.

An overdue invoice in QuickBooks. An open deal in Salesforce. Same customer. Chase one wrong and you lose the other.

The Harborview flag: 52 days overdue against an open deal
The flag's source chips: two QuickBooks invoices and a Salesforce opportunity

Seven bank lines matched nothing. Roya said so.

1,139 of 1,146 reconciled against an invoice, a bill, or a payroll run. It tells you about the seven rather than rounding them away.

The unmatched deposit flag: a wire that reconciles to no invoice

The email is already written.

$84,300, 52 days late, invoice numbers in the body. Roya drafts it. Nothing sends without you.

The Harborview flag with its source chips
The drafted payment reminder email, stamped Draft — not sent

The afternoon you didn't spend.

The monthly management readout, charts included, current as of this morning. Waiting on the 1st.

Cash balance, last 30 days

$1.17M

$1.13M

May 20Jun 18

Roya can't change anything in your books.

It can read your systems. It can't post an entry, edit an invoice, or move money. Even the emails it writes sit there until you send them.

Run your business.
We’ll handle the rest.

$80 per seat per month, billed annually. First month free.

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